UpTax: AI Tax Software For Accounting And Tax Firms

UpTax is AI tax software built for CPA firms, enrolled agents and accounting practices that want to prepare returns faster and keep review time under control. Our platform supports tax preparation workflows from intake to review, so your team spends less time on repetitive entry and more time advising clients.

If your firm is comparing AI tax software options, request a demo and we will walk through your current process and where automation fits.

Key features:

AI tax software designed for professional tax preparers
Automated data capture to reduce manual entry
Review support to help staff catch issues before filing
Workflow tools for busy season capacity
Support for firms of different sizes

Website: https://uptax.ai
Phone: +1-872-484-7656
Email: [email protected]

Serving CPA, EA and accounting firms across the USA.