
Tax strategy analysis
Roth conversions, QBI optimization, QCDs, DAFs, MAGI management, capital gains harvesting, and more.
AI for tax practitioners
Taxfyle is pioneering how technology can augment the tax industry through the power of generative AI to empower accountants.
Plan analyzes a prior-year tax return, scans 49 tax strategies with confidence scores and estimated savings, and generates a client-ready report with actionable recommendations.

Roth conversions, QBI optimization, QCDs, DAFs, MAGI management, capital gains harvesting, and more.

Every strategy includes a confidence score, so you know exactly what to act on, what to investigate, and where to apply your judgment.

Different plans compare side-by-side in editable columns. AI suggests the optimal path.

'What if the client retires next year?' 'What's the IRMAA impact of this Roth conversion?' Ask anything. The AI responds based on the actual return.
AI-powered tax prep that generates review-ready tax returns in minutes — eliminating 40%+ of manual data entry so your firm can reclaim capacity and scale.
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Why it matters
Tax preparation has long relied on manual, repetitive work — organizing documents, reconciling data, and cross-checking calculations line by line. Generative AI changes that equation.
By pairing AI-powered tax preparation and tax planning with a network of 7,200+ licensed Pros, Taxfyle eliminates manual data entry and generates review-ready returns — giving accountants back the hours they used to spend on paperwork.
AI categorizes and organizes client documents and extracts the data in minutes — eliminating 40%+ of manual data entry.
AI extraction reaches 99.8% accuracy, and every return is presented in a clean version for a Pro to review.
With the repetitive groundwork automated, firms reclaim capacity and scale — more time for advisory and client relationships.
Choose where to start — AI-powered tax prep, planning, and filing, backed by licensed Pros.
Early looks at new AI capabilities, practical workflows from the Pro network — no spam, just updates that matter.
Put AI tax preparation and planning to work — backed by a network of licensed Pros.