UpTax

Wendie Mayers

Director of Sales · UpTax

UpTax Discovery Call

30 minutes

Google Meet — link included in the calendar invite

Eastern Time (ET)

A quick call to see how UpTax can add AI-native tax preparation capacity to your firm — no pressure, just answers.

Select a date & time

September 2026

SMTWTFS

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Choose a day to see times.

See exactly how it works — live on our call.

Grab a slot and I'll walk your firm through the whole flow, start to finish. Speak soon! 👋

Your firm shares the data

UpTax AI prepares the return

99% of the return, prepared99%

Humans verify every number

Back to your firm to e-file