UpTax 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.

Pricing

Pricing Starts At:
$25/month
Free Trial:
Yes

Integrations

No Integrations at this time

Reviews

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Company Details

Company:
UpTax
Year Founded:
2026
Headquarters:
United States
Website:
uptax.ai/

Media

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Product Details

Platforms
Web-Based
Customer Support
Business Hours
Online Support

UpTax Features and Options

Tax Practice Management Software

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

UpTax User Reviews

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