UpTax, AI Tax Preparation for CPA Firms
60611.00 $
Published date: October 24, 2026
- Location: Chicago, Chicago, Illinois, United States
UpTax provides AI tax preparation for CPA firms that want to handle more returns without adding repetitive manual work.
The platform uses AI to read client tax documents, organize the data, and support your preparers, while your CPAs keep full review and sign off control.
Firms use it to shorten turnaround times, reduce data entry errors, and free up staff hours during busy season and all year.
What the platform offers:
AI document reading and data extraction
Return preparation workflow with built in review steps
Less manual keying and fewer rework cycles
Support for CPA, EA, and accounting firm teams
Designed to fit into an existing practice workflow
Who it is for:
CPA firms, EA practices, and accounting teams that prepare individual and business returns and want a more efficient process.
Website: https://uptax.ai
Phone: +1-872-484-7656
Email: [email protected]
Serving CPA firms across the USA.
The platform uses AI to read client tax documents, organize the data, and support your preparers, while your CPAs keep full review and sign off control.
Firms use it to shorten turnaround times, reduce data entry errors, and free up staff hours during busy season and all year.
What the platform offers:
AI document reading and data extraction
Return preparation workflow with built in review steps
Less manual keying and fewer rework cycles
Support for CPA, EA, and accounting firm teams
Designed to fit into an existing practice workflow
Who it is for:
CPA firms, EA practices, and accounting teams that prepare individual and business returns and want a more efficient process.
Website: https://uptax.ai
Phone: +1-872-484-7656
Email: [email protected]
Serving CPA firms across the USA.
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