Turn Tax Documents Into
Draft Returns — In One Workspace.
TaxZen gives tax professionals an AI-powered operating system: document intake, organized client folders, pre-filled 1040 & business returns, client portal, and firm dashboards — all in one place.
Built for Tax Pros — Not DIY Apps
Most tax software is either a DIY consumer tool or a bare calculator. TaxZen is an operating system built only for professional preparers, CPAs, and service bureaus who live in returns all season and need automation, control, and room to scale.
Professional Accuracy
Tax-aware AI that you always review before filing. Never “auto-file” behind your back.
Firm-Grade Workflow
Roles, review stages, tasks, deadlines, and full audit trails.
White-Label Ready
Brandable portals and domains for larger firms and service bureaus.
Fits the Way Your Firm Actually Works
One OS, three starting points. Choose the lane that matches your practice.
For independent pros who want automation without hiring staff.
For firms handling staff, business returns, and review workflows.
For networks, franchises, and bureaus running multiple offices.
One Platform Instead of a Pile of Tools
Replace separate portals, cloud drives, spreadsheets, and calculators with a single OS built for tax season.
Reads uploaded tax documents and converts them into structured data ready for the tax engine.
Handles 1040 + schedules, 1120, 1120S, 1065, QBI, K-1s, self-employment tax and high-earner surcharges.
Secure upload, guided questionnaires, status tracking, messaging, e-signature and invoices.
Automatic client/year folder structure in TaxZen with optional sync to your Google Drive.
Client list, tasks, internal notes, review routing, and audit trail for every return.
Returns by type, revenue per client, staff productivity and per-return profitability.
Let AI Do the Typing. You Do the Thinking.
Included AI in All Plans
Right out of the box, TaxZen takes the first pass on every return so your team doesn’t start with a blank screen.
- Detects document type on upload (W-2, 1099, 1098, K-1)
- Extracts key fields like names, SSN/EIN, income, withholding
- Maps values into the correct fields in draft 1040 / 1120S
- Flags low-confidence or missing data for review
- Stores the original PDF and structured data side by side
Optional AI Suite Add-On
When you’re ready for full A-to-Z automation on complex cases, upgrade to the AI Suite.
- Bank statement → categorized P&L builder for Schedule C
- Auto-groups expenses by vendor & description rules
- Cross-checks numbers across forms (W-2 vs Soc Sec cap)
- QBI helper suggests SSTB vs non-SSTB & wage limits
- Entity basis tracking with auto-updated K-1s
- “Ready for Review” trigger when all docs are mapped
A Client Portal That Actually Reduces Your Emails
Give clients one place to upload, sign, pay, and see where their return stands.
For Your Clients
- Branded portal with your firm’s logo and colors
- Simple secure link — no passwords or tech drama
- Guided intake questionnaire (life changes, dependents)
- Task list showing what’s uploaded and what’s missing
- E-signature and payment in the same flow
For Your Firm
- All docs land in the correct client + tax year automatically
- AI starts classification and extraction instantly
- Real-time status: Waiting on docs · In Prep · In Review
- Messaging thread tied directly to the return
- Optional mirroring of folders into Google Drive
Benefit: Fewer “Did you get my W-2?” messages, faster turnaround, and a client experience that feels premium.
Keep Every Return Moving — Even on Your Busiest Weeks
Pipelines & Tasks
- Visual pipeline from Intake → Prep → Review → Issues → Ready to File → Filed
- Assign returns to specific preparers or teams
- Due dates and reminders for key deadlines and extensions
Roles & Permissions
- Role-based access for preparers, reviewers, partners and admins
- Service bureau mode: downstream firms see only their own clients
- Full audit log of changes, approvals, and filings
Reporting & Metrics
- Returns by type (1040 vs business) and by preparer
- Average prep time and fee per return
- Top clients and top referrers by revenue
Turn Your Tax OS Into a Revenue Stream
White-Label for CPAs & Bureaus
- Offer TaxZen as “your own” branded platform while you own the engine
- Custom logo, colors and domain for each downstream firm
- Perfect for service bureaus and experienced CPAs who want to offer software without building it
Benefit: With one OS, you can run your practice and resell the platform to others.
Why Firms Switch to TaxZen
It’s not just “another tax software.” It replaces your whole messy stack.
| Feature / Need | TaxZen | Legacy Tax Software | Portal-Only Tools |
|---|---|---|---|
| AI intake for W-2/1099/1098/K-1 | ✅ Built-in on all plans | ⚠️ Limited or none | ❌ None |
| Business returns (1120/1120S/1065) | ✅ Native, with QBI & K-1 flows | ✅ Yes, but manual data entry | ❌ Usually not |
| Client portal + e-sign + status | ✅ Included | ⚠️ Add-on or clunky | ⚠️ Upload only, no tax context |
| Auto client/year folder organization | ✅ In-app, optional Drive sync | ❌ You organize shares | ❌ You build folders by hand |
| AI Suite for complex automation | ✅ Optional $97 add-on | ❌ No comparable module | ❌ No |
| White-label & service bureau capabilities | ✅ Built into CPA/Enterprise plans | ⚠️ Limited “multi-office” | ❌ No |
| Firm-wide analytics & workflow | ✅ Designed around teams & volume | ⚠️ Varies, often primitive | ❌ Spreadsheet DIY |
| Transparent pricing | ✅ Clear monthly + per-return fee | ⚠️ Opaque bundles & upsells | ✅ Cheap, but missing core features |
With TaxZen, you remove manual data entry, messy folders, and stitched-together tools — and replace them with one system that handles intake, organization, drafting, client communication, and team workflow.
Simple Plans for Serious Tax Pros
Start where you are today. Scale plans, not software.
For solo practitioners & very small teams.
For growing CPA firms & tax offices.
+ $20 per return AI processing fee (billed based on actual volume). You can pass this through to your clients or bake it into your own pricing.