Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Sidesheet transforms business tax returns into organized, multi-year financial documents tailored for business valuation experts, business brokers, and their respective firms. Users can upload Form 1120, 1120-S, or 1065 returns, whether scanned or e-filed, covering a single year or multiple years. The platform efficiently extracts relevant return lines, aligning years side by side, and connects each figure to the corresponding page of the return for easy verification. It identifies discrepancies among figures and provides explanations for these inconsistencies, allowing users to thoroughly review the results and conveniently export the data to Excel. Importantly, client returns remain confidential, as they are utilized solely for processing and storage within the United States, are inaccessible to other firms, and can be removed by the user at any time; additionally, two-step sign-in is activated by default to enhance security. Currently, the product is in its private beta phase, with pricing structured based on the number of returns processed rather than the number of users. This innovative solution not only streamlines the financial review process but also ensures a high degree of privacy and data protection for its clients.
Description
UpTax is an AI-driven tax preparation system specifically designed for U.S. CPA, EA, and accounting firms. This innovative platform streamlines the tax preparation process for both individual and business tax returns, such as 1040, 1120, 1120-S, and 1065 forms, ensuring that tax professionals maintain authority over the review and final submission stages. By automating various workflows, UpTax enhances efficiency while allowing accountants to focus on delivering quality service to their clients.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$25/month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
UNTAP LLC
Country
United States
Website
sidesheet.co
Vendor Details
Company Name
UpTax
Founded
2026
Country
United States
Website
uptax.ai/
Product Features
Product Features
Tax Practice Management
Approval Process Control
No
Billing & Invoicing
No
Client Management
No
Client Portal
No
Document Management
No
Due Date Tracking
No
Scenario Planning
No
Tax Filing
No
Tax Forms
No
Workflow Management
No