Description
UpTax is an innovative AI tax preparation software tailored for CPA and accounting firms in the United States. It automates the process of drafting federal and state tax returns, including forms 1040, 1065, 1120, 1120S, 1041, and 990, covering all 50 states. The software reads client documents, reconciles numbers, and prepares review-ready drafts, allowing professionals to focus on advisory work rather than manual data entry.
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UpTax ensures accuracy by linking every figure back to its source document, providing a full audit trail for defensible numbers. Security is a priority, with data encrypted in transit and at rest, and a SOC 2 Type II control posture ensuring client data remains isolated and secure.
The platform offers a freemium model, with the first two returns free, enabling firms to test its capabilities without upfront commitment. UpTax is built by US tax veterans and IIT-trained engineers, combining deep tax knowledge with advanced AI technology.
Designed to streamline tax preparation, UpTax reduces the time spent on manual tasks, allowing firms to scale during busy seasons without adding offshore teams. It maintains human oversight, ensuring that a licensed professional reviews and approves every return before filing. This modern alternative to traditional tax filing software is trusted by CPAs and EA firms, providing a reliable solution for tax professionals who value accuracy and efficiency.
- CategoryAI Accounting Tools
- Pricing ModelFreemium
- DeploymentCloud
- PlatformsWeb
UpTax AI Tax Preparation Software's Core Features
Automates federal and state tax return preparation
Supports forms 1040, 1065, 1120, 1120S, 1041, and 990
First two returns free
Source-linked figures for audit trail
SOC 2 Type II security
Human review and approval required
Document intelligence for data extraction
Multi-entity support
How to use UpTax AI Tax Preparation Software?
Connect: Upload client documents
Prepare: AI drafts tax returns
Review: Professionals verify accuracy
Approve: CPA signs off
File: Submit to IRS
UpTax AI Tax Preparation Software's Use Cases
- Tax Return Automation
- Audit Trail Creation
- Data Security
- Human Oversight
- Multi-Entity Support
