AI tax preparation software
for CPA & accounting firms.
UpTax is AI tax preparation software built for CPA and accounting firms. Connect your client documents and the AI reads them, reconciles the numbers, and drafts review-ready 1040, 1065, 1120, 1120S, 1041 and 990 returns — your team reviews, approves, signs and files. Give every preparer the output of ten, without the late nights.
Connect data
Documents in
AI prepares
Working in background
Draft return
Ready to review
UpTax pros review
Every number verified
CPA approves
Human sign-off
E-file
Transmitted to IRS
Drop the client's documents
W-2.pdf
Wages
1099-NEC.pdf
Contractor
1099-INT.pdf
Interest
K-1.pdf
Pass-through
Secure upload · SOC 2 encrypted · auto-classified by form type
More returns per preparer
Less manual data entry
Federal return types
States, ready to file
How UpTax works
From shoebox of documents to accepted return
One continuous flow. The AI does the heavy lifting; your firm keeps the judgment, the relationship and the sign-off.
Connect the data
Drag in W-2s, 1099s, K-1s, trial balances or a prior-year return. UpTax auto-classifies every document by form and client.
The platform prepares
Document-intelligence models read, reconcile and map every figure to the right line — quietly, in the background.
Review the draft
A complete, source-linked draft return appears. Every number traces back to the document it came from.
UpTax pros review
US Enrolled Agents and tax pros verify every single number against its source — line by line — before it ever reaches your desk.
CPA approves
Your preparer or reviewer signs off. Nothing moves without a human yes — accountability stays with your firm.
File it
Approved returns are e-filed to the IRS and states, with acknowledgements tracked to acceptance.
The platform
Everything a firm needs to scale prep
UpTax pairs frontier document AI with the controls, review workflow and auditability that professional tax practices actually require.
Document intelligence
Reads W-2s, 1099s, K-1s, brokerage statements and trial balances — even scans and photos — and extracts every figure with citations.
Prior-year diffing
Compares against last year's return and flags anything unexpected before your reviewer ever opens it.
Human-in-the-loop
Every draft waits for a CPA's approval. UpTax assists; your firm signs.
Firm workflow built-in
Preparer → reviewer → partner routing, statuses, notes and an audit trail on every return.
Explainable numbers
Click any line to see the source document, the calculation and the reasoning behind it.
Multi-entity ready
Individuals, partnerships, corporations, trusts and nonprofits — one platform, every entity type.
Products by form
Six returns. One engine.
UpTax prepares the returns that carry a firm's workload — from individuals to complex pass-throughs, corporations, fiduciaries and exempt organizations.
Testimonials
Trusted by CPAs & EA firms
Licensed CPAs and Enrolled Agents on why they run their firm on UpTax. Hover to pause — tap any clip to watch.
- Licensed CPAs & Enrolled Agents
- Real U.S. tax & accounting firms
- Every return reviewed by a human
Purpose-built for American firms
Trust & control
AI you can put your license behind
Automation only helps if you can trust it in front of the IRS and your clients. UpTax is engineered so your firm keeps the control, the accountability and the relationship — the AI just removes the grind.
Bank-grade security
Encryption in transit and at rest, least-privilege access and a SOC 2 Type II control posture.
Human sign-off, always
AI drafts; a licensed professional in your firm reviews and approves every return.
Full audit trail
Every figure is source-linked and every action is logged — defensible under review.
Your data stays yours
We never train shared models on your clients' data. Isolation by firm, by design.
Why UpTax
AI tax preparation software built for CPA and accounting firms
UpTax is AI tax preparation software designed specifically for CPA and accounting firms — not a consumer app stretched to fit a practice. During busy season the real bottleneck isn't judgment, it's the hours spent keying numbers off documents. UpTax removes that step: the platform reads every client document, reconciles the figures, and drafts a review-ready return, so your preparers spend their time on review and advisory work instead of data entry. It's AI tax preparation for CPA firms that respects how firms actually work — the software prepares, and a licensed professional always reviews, approves, signs and files.
Tax preparation automation that starts the moment documents arrive
The moment a client uploads to your portal, UpTax gets to work. This is tax preparation automation for CPA firms end to end: the AI classifies and splits multi-document PDFs, reads W-2s, 1099s, K-1s, brokerage statements and prior-year returns, and maps each amount to the right line of the return. Every figure is source-linked back to the exact page it came from, so nothing is a black box. As AI-powered tax software, UpTax reconciles income, deductions and carryovers against last year automatically and surfaces plain-English pointers — each grounded in the underlying IRS rule — wherever a preparer's judgment is needed.
AI tools for tax professionals who still sign every return
The best AI tools for tax professionals make the expert faster without pushing the expert out of the loop. UpTax is AI tax software with a human sign-off on every return: the AI drafts, and your team owns the final numbers. A complete audit trail, source-linked figures and a SOC 2 Type II security posture mean every return is traceable and defensible under review. The result is fewer errors, faster turnaround, and a preparation process your reviewers can trust — because a person, not the model, approves and files.
A modern alternative to traditional tax filing software
Most tax filing software still expects your team to type every number in before you can file. UpTax flips that: it does the preparation first, then hands your reviewer a return-ready package to approve and file in your existing workflow. So when firms compare the best tax filing software for CPA firms — or search for the best AI tax filing software — the real differentiator isn't the filing screen, it's how much manual preparation the software removes before you ever get there. That's exactly what UpTax automates.
Every federal form your firm files, plus all 50 states
UpTax prepares the returns U.S. firms handle every day — Form 1040 for individuals, 1065 for partnerships, 1120 and 1120S for corporations and S-corps, 1041 for trusts and estates, and 990 for exempt organizations — with the matching state filings across all 50 states. See how it works on the product overview and services, or try the free tax tools and calculators.
Why firms choose UpTax
- Turn raw documents into a first-draft return in minutes, not hours
- Cut manual data-entry errors with source-linked, traceable numbers
- Keep a licensed professional in control — nothing files itself
- Scale through busy season without adding an offshore team
- SOC 2 Type II security with your firm's data isolated by design
Automate Your CPA or Tax Practice with UpTax.ai
Reduce up to 90% of human effort.
Book a demoSOC 2 · human sign-off on every return
FAQ
Questions firms ask us
Everything you need to know about running AI tax preparation inside your practice.
UpTax prepares the returns U.S. firms file every day — Form 1040 for individuals, 1065 for partnerships, 1120 and 1120S for corporations and S-corps, 1041 for trusts and estates, and 990 for exempt organizations — with the matching state filings across all 50 states.
Yes. UpTax drafts a review-ready return, but a licensed professional in your firm reviews and approves every figure before anything is filed. The AI never files on its own — a person always signs off.
Every figure on the return is source-linked back to the document it came from, and every action is logged in a full audit trail. That means each number is traceable and defensible under review, not a black box.
Data is encrypted in transit and at rest with least-privilege access and a SOC 2 Type II control posture. Your firm's data is isolated by design, and we never train shared models on your clients' information.
UpTax turns raw documents into a first draft in minutes instead of the hours manual data entry takes, so your team spends its time on review and advisory work rather than keying in numbers.
Your first two returns are completely free. You connect your client documents, let UpTax prepare the drafts, and review the results before deciding — no upfront commitment. Book a demo to get set up.
Ready when you are
Give your firm its busiest season back.
See UpTax prepare a live return from your own sample documents. Twenty minutes, no commitment — just proof.