Top AI tools for Tax Professional

Proco is an advanced accounting and financial management platform that automates manual tasks and streamlines workflows for faster monthly closes and enhanced financial insights, supporting businesses from startups to global enterprises.

• Freemium
• From 49$

Paro is an AI-powered platform that connects businesses and accounting firms with top-tier finance and accounting professionals. It offers a range of services to optimize financial operations and drive growth.

• Contact for Pricing

Bank Statement Convert is an AI-powered solution that transforms PDF bank statements into Excel or CSV formats with a single click. It is designed for financial professionals to enhance security, privacy, and efficiency.

• Paid
• From 26$

1099Online is a cost-effective, secure platform designed for quick and easy electronic filing of 1099 forms with the IRS, offering essential features like TIN matching and bulk data import.

• Paid

My CPA Dashboard is an all-in-one online CPA practice management software designed for accountants, CPAs, and bookkeepers, offering secure document storage, e-signatures, and streamlined client communication. Enhance efficiency and productivity with its robust client portal and efficient workflow features.

• Free Trial
• From 49$

Suvit is an AI-powered accounting automation tool designed for Tax Professionals and CAs to streamline tasks like data entry, document management, and GST reconciliation, improving accuracy and efficiency.

• Free Trial
• From 12$

Unsellable NFTs provides a platform for NFT investors to sell illiquid or worthless NFTs for tax-loss harvesting purposes, helping reduce capital gains taxes through verified smart contracts and CPA-ready receipts.

• Usage Based

CorpNet is a trusted business filing service that helps entrepreneurs and professionals start businesses and maintain compliance across the United States with fast, affordable, and expert-supported solutions.

• Contact for Pricing

My Digital Receipt is an AI-powered app that simplifies receipt and invoice management by scanning, importing, and tracking expenses with deep insights.

• Other

BAISS is a private, on-device AI tool that processes and understands all your files—including PDFs, spreadsheets, and photos—locally on your computer or server without uploading data to the cloud.

• Other

Truewind is an AI-powered digital staff accountant that automates accounting tasks, streamlines monthly closes, and provides smart workpaper automation for accounting firms and businesses.

• Contact for Pricing

HIVE Tax AI is an agentic AI platform designed for tax professionals and financial planners, offering tools for efficient tax research, personalized tax planning, and client support.

• Free Trial
• From 99$

Digits is an AI-powered accounting platform that combines machine learning technology with expert CPA support, offering automated bookkeeping, instant transaction categorization, and comprehensive financial reporting for startups.

• Paid
• From 350$

VIDUR is an AI-powered agent designed for corporate, tax, and regulatory law research. It provides verified, up-to-date information and drafting assistance for legal and financial professionals.

• Freemium
• From 46$

Tax2efile is an IRS-approved e-filing service provider that enables individuals, businesses, and tax professionals to file various tax forms electronically with speed and security.

• Usage Based

TaxBandits offers an AI-powered, comprehensive online solution for e-filing federal and state tax forms, streamlining compliance for businesses, tax professionals, and organizations.

• Usage Based

MileageWise offers an automatic mileage tracker app and web dashboard to create IRS-proof mileage logs. It features Google Maps Timeline import and an AI-powered generator to recreate past logs.

• Free Trial

Financial Cents is an accounting practice management software designed to help firms track client work, automate processes, manage communication, and meet deadlines efficiently.

• Paid
• From 69$

Neo.Tax is an AI-powered platform designed for tax and accounting teams to automate R&D tax credit studies (§41) and software capitalization. It eliminates interviews and manual data collection by leveraging existing engineering data, producing audit-ready outputs quickly.

• Contact for Pricing

Track1099 enables businesses to securely e-file and manage 1099 forms, W-2s, and other IRS documents online, streamlining tax compliance and eliminating manual paperwork.

• Usage Based

eForm2290 is an IRS-authorized platform for e-filing Form 2290, offering fast and secure submission for Heavy Vehicle Use Tax (HVUT) with features such as quick re-filing, VIN corrections, and 24/7 support.

• Paid
• From 58$

Blue J provides generative AI-powered tax research, delivering verifiable answers and automated drafting for accounting firms and tax professionals.

• Contact for Pricing

DataSnipper accelerates productivity for audit and finance professionals by automating data extraction, cross-referencing, and verification within Excel.

• Paid
• From 59$

Recap is a UK-based crypto tax software that helps investors track their cryptocurrency portfolio and automatically calculate capital gains and income taxes compliant with HMRC regulations.

• Freemium
• From 10$