Client forms imported directly into your tax software & verified by our U.S. team.
TaxAssist delivers verified tax data directly into your tax engine. No onboarding, no training, no platform to learn. Just the prep work, done right.
Client forms imported directly into your tax software & verified by our U.S. team.
TaxAssist delivers verified tax data directly into your tax engine. No onboarding, no training, no platform to learn. Just the prep work, done right.
No Complexity.
Just Results.
No new software to install. No training or lengthy onboarding. We plug into the systems you already use.
Built for Tax Professionals, Not Tech People
Works directly with established tools. U.S. based team reviews every return. Trusted results. Reviewed by real people. Never AI alone.
Scale Without Fixed Overhead
Use only what you need with flexible, credit-based pricing. Easily scale capacity during peak season with prepaid credits.
Precision Where It
Matters
Focuses on high-volume document types. AI detects anomalies, humans verify everything. Human verification adds confidence where automation falls short.
How it works
1. Upload client docs.
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WIDE COVERAGE OF TAX FORMS (W-2s, 1099s, etc)
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COMPLEX K-1S
2. Proven OCR and AI technology extracts data.
We combine proven OCR and AI technology to extract details like ownership, accounts and values from client-sourced documents.
We combine proven OCR and AI technology to extract details like ownership, accounts and values from client-sourced documents.
3. U.S. based tax professionals verify the data.
Our U.S. based tax professionals verify every return, delivering accurate, structured tax data right back into your system. It’s the simplicity and reliability your team needs to focus on high-value tax work, and not low-value prep.
Our U.S. based tax professionals verify every return, delivering accurate, structured tax data right back into your system. It’s the simplicity and reliability your team needs to focus on high-value tax work, and not low-value prep.
4. Download source doc binder and finalize prep in your tax software.
We’ll generate a bookmarked source document binder that will make finalizing prep & review directly in your tax software a breeze.
We’ll generate a bookmarked source document binder that will make finalizing prep & review directly in your tax software a breeze.
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CCH Axcess Tax
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GoSystem Tax RS
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Lacerte
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Ultratax
Why TaxAssist?
Precision where it matters
90% accuracy
BEFORE human review
→
95% accuracy
AFTER human review