AI Tax Assistant

Magnetic

Magnetic is an AI tax prep agent for 1040 returns. It reads source documents, enters data into tax software, and returns reviewer-ready workpapers.

Haven

Haven is a managed accounting and finance operations service for startups and SMBs. It combines bookkeeping, tax support, R&D credits, invoicing, bill pay, and reporting with Slack-based access to its team.

DocuClipper

DocuClipper automates extraction from bank statements, invoices, receipts, checks and tax forms, then exports to accounting tools, spreadsheets and API workflows.

CloudTax

CloudTax is Canadian tax filing software with guided prompts, CRA slip import, and options from DIY filing to expert-prepared returns.

Minerva

Minerva is an AI platform for accounting firms and businesses that automates accounting, tax, and outsourced CFO workflows with auditability and US-hosted encrypted data.

CPA Pilot

CPA Pilot is an AI tax assistant for CPAs, EAs, and tax firms that helps with return review, tax research, client communication, planning, and projections. It is built around tax-specific workflows and supports professional review rather than replacing it.

Jupid

Jupid is an AI accounting tool for freelancers and LLCs that categorizes expenses, organizes bank transactions, and creates tax-ready Schedule C output.

ConvertMyBankStatement

ConvertMyBankStatement converts PDF bank statements to Excel, CSV, or JSON for accountants and tax professionals. Supports password-protected PDFs, batch uploads, merges, and email submission.

Accountable

Accountable is a German tax and bookkeeping platform for self-employed people, freelancers, and small businesses, with invoicing, receipt capture, bank syncing, and tax filing.

Taxly

Taxly is a UAE corporate tax filing assistant for SMEs, Free Zone entities, and accountants. It helps users upload financials, generate FTA-ready tax return outputs, and review compliance signals during the filing process.

Kintsugi

Kintsugi is an AI sales tax automation platform for monitoring nexus, calculating tax in real time, and handling registrations, filings, and remittance across jurisdictions. It supports sales tax, VAT, and GST workflows for teams that need connected compliance operations.

Zactortech

Zactortech is a digital financial wellness platform to assess finances, set goals, and use calculators and recommendations for savings, investing, retirement, taxes, and loans.

iNRI

iNRI is a financial super-app for Global Indians and NRIs, with investing, tax filing, document workflows, expert help, and a unified dashboard.

ClearBook

ClearBook is an AI financial co-pilot for small businesses that automates bookkeeping, surfaces alerts, and answers financial questions in plain language.

TaxGPT

TaxGPT is an AI tax assistant for accountants and tax professionals, helping with tax research, drafting, document analysis, and client context with cited outputs.

Every

Every is an AI-native finance and HR platform for startups with free incorporation, banking, treasury, payroll, bookkeeping, and tax services.

Soraban

Soraban is an AI-powered tax workflow platform for accounting and CPA firms. It automates client intake, workpaper prep, and tax data entry across connected modules.

Keeper

Keeper is a web-based tax filing platform for freelancers, contractors, small businesses and complex returns. AI tax analysis, licensed pro review, federal and state e-filing.

Clemta

Clemta is an online platform for forming and managing U.S. companies, with LLC and C-Corp setup, tax IDs, banking, bookkeeping, and compliance support.

Zeni

Zeni is an AI bookkeeping and accounting platform for U.S. businesses with automated bookkeeping, bill pay, payroll, tax support, and dedicated finance team.