AI-Powered Tax IntelligenceBuilt for Firms Who Demand Accuracy
Taxerity.AI connects directly to your tax software to surface legitimate savings opportunities — while keeping professional judgment firmly in your hands. Built for CPAs, Enrolled Agents (EAs), and accounting firms of every size.
500+ firms trust Taxerity.AI
Limited early adopter program
New: Beta program — first 10 firms get 60 days free.
Client Analysis Complete
127 Deductions Found
Business Meals
Review Required
$2,340
Home Office Use
Approved
$1,875
Vehicle Deduction
Review Required
$4,200
AI recommendations require owner review before integration
99.7%
Compliance Accuracy
3.2x
Faster Research
$12K
Avg. Savings Found per Client
SOC 2
Type II Certified
Capabilities
Intelligence That Amplifies Your Expertise
Taxerity.AI handles the research so you can focus on delivering strategic guidance to your clients.
Process
Seamlessly Integrated Into Your Workflow
No new software to learn. Taxerity.AI works within the tools you already use, enhancing your existing practice management.
Reduce Manual Research
AI surfaces relevant tax law and deductions, cutting research time by up to 70%.
Never Miss Opportunities
Systematic analysis of every client return ensures no legitimate deduction goes unnoticed.
Maintain Full Control
Every AI recommendation is a suggestion — your professional judgment is always the final word.
Connect Your Practice Software
Authenticate your existing tax preparation software. Taxerity.AI integrates directly — no new tools to learn, no data migration required.
AI Analyzes Client Data
Our tax-law-trained engine reviews client information, identifying deductions, credits, and optimization opportunities aligned with current regulations.
Review Recommendations
Every suggestion is flagged for your review. Approve, modify, or dismiss each recommendation — you maintain complete control over every entry.
Approved Entries Integrate
Accepted recommendations flow directly into your tax software with full audit trail. Client data never leaves your secured environment.
Integrations
Works With Your Existing Tools
Direct connections to the tax preparation software you already use — no switching required.
Additional integrations available. Contact us for more details.
Enterprise-Grade Protection for Sensitive Data
Your clients trust you with their financial data. Taxerity.AI is built on SOC 2 Type II infrastructure, ensuring that sensitive information is protected at every step.
Zero-Data-Retention for AI Training
Your client data is never used to train AI models. Opt out any time.
Community signal
What tax pros are asking
Live questions from the r/taxpros launch thread — answered.
How does the human-in-the-loop review actually work?
Every flagged item lands in your review queue with the underlying citation. You approve, edit, or drop each one — only approved entries ever flow back into ProConnect, Drake, or UltraTax.
Does it integrate with Drake and ProConnect out of the box?
Yes — direct, API-level connections to Intuit ProConnect, Drake Software, and UltraTax. There is no spreadsheet export or re-keying step. Your existing preparation workflow stays the source of truth.
Is this compliant with IRS Section 7216?
Section 7216 compliance is built into the architecture. Client data is never used to train models, consent scopes are explicit, and your firm retains full control over disclosure consent — opt out at any time.
Practice Types
Built for Your Practice Type
Taxerity.AI adapts to the specific demands of your practice, wherever you specialize.
Join the Early Access List
Taxerity.AI is opening early access to a select group of accounting firms, CPAs, and Enrolled Agents (EAs). Be among the first to put AI-powered tax intelligence to work for your clients.
- 500+ firms already on the waiting list
- SOC 2 Type II compliant infrastructure
- No commitment required — cancel any time
Your data never leaves your firm.
FAQ