Sales Brief · One-Pager

Taxerity.AI for CPAs, Enrolled Agents (EAs), and accounting firms. One page. Five minutes.

AI deduction scanner with full IRC citations, human-in-the-loop review, and a full audit trail. Connect your tax software in minutes, review every return with citable explanations, and approve what ships. $99 per seat, per month.

Start Free Trial
Try it live →

Shareable sales brief — forward to partners, attach to emails, or print as a PDF.

How it works

Three steps, end-to-end

Connect, review, approve. No model training on your firm's data — every scan is scoped to the engagement in front of you.

1
Connect your software
Read-only native sync with the platforms your firm already runs on.
    Intuit ProConnect Tax
    Thomson Reuters UltraTax CS
    Intuit Lacerte
    Wolters Kluwer CCH Axcess
    OLSoftware OLT Pro
    Drake Tax
    TaxAct Professional
2
Taxerity.AI reviews
Every return is scanned with full IRC citations: IRC §162 for ordinary business expenses, IRC §212 for investment deductions, IRC §219 for retirement contributions, IRC §280A for home-office use, and Rev. Proc. 2023-34 for standard mileage.

Each suggestion carries a HIGH / MEDIUM / LOW confidence rating drawn from IRS Publications, a basis string, and a timestamped audit entry — every flag is defensible.

3
You approve
Human-in-the-loop by design. Nothing lands on a return until the firm owner accepts or rejects it. Your professional judgment — and your license — stay on the line.

Every action (accept, reject, modify) is captured in a full audit trail ready for any IRS review or state board inquiry.

Feature highlights

What Taxerity.AI ships on day one

Deduction detection with IRC citations
Every AI suggestion cites the IRC section that supports it — IRC §162 for ordinary business expenses, IRC §212 for production-of-income deductions, IRC §219 for retirement contributions, IRC §162(l) for self-employed health insurance, IRC §280A for home-office use, IRC §274 for meals and entertainment, and Rev. Proc. 2023-34 for standard mileage. The citation string rides with the suggestion — explainable to a client, defensible to an auditor.
Year-over-year anomaly flagging
Every suggestion is compared against the client's prior-year filing. Items that deviate significantly from baseline — a new deduction category, a sudden jump in business-meals expense, a home-office square-footage change — get flagged so the reviewer can sanity-check them before they ship on the return.
Multi-software support
One Taxerity.AI subscription connects to the platforms your firm already runs on. No rip-and-replace; no double data entry.
Intuit ProConnect Tax
Thomson Reuters UltraTax CS
Intuit Lacerte
Wolters Kluwer CCH Axcess
OLSoftware OLT Pro
Drake Tax
TaxAct Professional

Pricing

One plan. Public pricing. Cancel anytime.

Per-seat pricing with no setup fee and no annual commitment. Try it free for 14 days before the first charge.

$99/seat/month — perfect for solo CPAs and Enrolled Agents, multi-preparer bookkeeping or CPA firms.

Simple
Most popular
Every feature, every integration, every user. Pay by seat.
$99/ seat / month
  • AI deduction review with full IRC citations
  • Human-in-the-loop owner sign-off before anything ships
  • Full audit trail with timestamps on every action
  • Supported integrations — ProConnect, UltraTax, Lacerte, CCH Axcess, OLT Pro, Drake, TaxAct
  • SOC 2 Type II · zero data retention after processing
Start Free Trial

Want to see your firm's numbers? Estimate your ROI →

Start your free trial

Spin up Taxerity.AI in under ten minutes. Connect your tax software, scan a real client return, and see AI-cited deductions before you decide. No commitment, no card on file for the trial.

  • Connect your tax software in under 10 minutes
  • Review your first client return with AI in the pilot session
  • SOC 2 Type II compliant — zero data retention after processing
Book a walkthrough with the team →

Your data never leaves your firm.

No commitment required. SOC 2 compliant.

SSL Secured
Data Private
Full Audit Trail

SOC 2 Type II · Zero data retention after processing · taxerity-ai@polsia.app