UpTax product demo · narrated by Jennifer
1 / 7 app.uptax.ai
U
AI preparer · CPA in controlUPTAX
UPGRADE TAX PROCESS
Automate Your
Tax Practice
STEP 01
Upload Documents
STEP 02
AI Reads Every Page
STEP 03
AI Prepares the Return
4
STEP 04
CPA Reviews & Signs Off
5
STEP 05
Export Return Package
6
STEP 06
Record Filing
Firm workspace
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Jennifer
Hi — this is Jennifer from UpTax. Let me walk you through a quick demo. We'll sign in to your firm workspace, John Peterson CPAs PLLC.