Top AI tools for Tax Professional

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

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

• Contact for Pricing

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 3999$

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$

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

• Paid
• From 59$

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

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$

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

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

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$

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$

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

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$

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$