Top AI tools for Tax Preparer

E-File Magic offers secure, automated solutions for IRS 1099 and related form e-filing, supporting bulk data import, PDF generation, and compliance services for businesses and CPAs.

• Paid

Sagenext offers secure, scalable cloud hosting solutions for QuickBooks, Sage, and tax software, enabling businesses to access their accounting applications remotely with robust security and high uptime.

• Paid
• From 33$

Veryfi is an AI-driven bookkeeping platform designed to automate expense management, receipt processing, timesheets, and vehicle mileage tracking for individuals and teams. Featuring real-time data extraction, robust integrations, and stringent data privacy, Veryfi streamlines accounting workflows and eliminates manual data entry.

• Paid
• From 14$

CPA Pilot is an AI-powered assistant that helps tax professionals streamline their workflow, saving time on research, client communication, and marketing.

• Paid
• From 20$

Workful Books provides an easy-to-use online accounting and bookkeeping solution tailored for small businesses. Its secure platform covers full accounting, payroll, and tax form (W2/1099) management.

• Free Trial
• From 10$

SparkReceipt is an intelligent document processing platform that uses AI to scan, categorize, and manage receipts, invoices, and bank statements for businesses and individuals.

• Freemium
• From 6$

TaxZerone is an IRS-authorized e-file service platform that simplifies the filing of federal tax forms for individuals, businesses, and nonprofits through an intuitive, secure, and guided process.

• Freemium

Booke AI is an intelligent bookkeeping automation platform that uses AI and RPA to streamline financial processes in QuickBooks and Xero, reducing manual work by 80% through automated reconciliation, smart document processing, and proactive error detection.

• Paid
• From 20$

AI Bank Parser is a specialized software that automates the conversion of PDF bank statements into various formats including CSV, Excel, QBO, and JSON, helping businesses and professionals streamline their financial data processing.

• Freemium
• From 10$

Tally provides AI agents that automate repetitive accounting, tax, and audit tasks within existing systems, enhancing efficiency and accuracy for accounting firms.

• Contact for Pricing

Keepy is an AI-powered receipt management system that automatically processes and stores receipt data in Google Sheets through email, SMS, or Messenger submissions, combining AI recognition with human verification for accurate expense tracking.

• Freemium
• From 10$

Expenses Day uses AI to digitalize various expense types, including receipts, bank statements, and handwritten lists. It offers a robust API for efficient expense processing.

• Usage Based

Bitcoin.Tax offers a comprehensive platform for calculating, tracking, and reporting Bitcoin and cryptocurrency taxes, supporting capital gains, income, and more for individuals and professionals.

• Freemium
• From 5$

CapyParse is an AI-powered tool that converts bank statements into CSV, Excel, or QuickBooks formats, automating data extraction and organization for easy financial analysis.

• Free Trial
• From 12$

Instafill.ai is an AI-powered solution that automates PDF form filling and validation, offering support for various official forms including IRS, passport applications, and tax returns.

• Paid
• From 20$