Turn Every CPA Into a Firm of 50
Taxara gives your firm AI Assistants that handle document processing, tax research, compliance checks, and client communications, so you can focus on advisory work that matters.
No credit card required. Free tier includes 100 API calls/month.
The Problem
Tax Season Shouldn't Feel Like This
Drowning in Documents
Manually processing W-2s, 1099s, and K-1s burns hours every day. One misread field means amended returns and angry clients.
Research Black Holes
Hunting through IRS publications for one ruling takes longer than the actual work. And you still wonder if you missed something.
Client Communication Chaos
Email chains, missed deadlines, and clients asking "where's my return?" Staying organized shouldn't be a full-time job.
How It Works
Three Steps to a Smarter Firm
Upload
Drop any tax document — W-2, 1099, K-1, or notice. AI extracts every field in seconds with 99%+ accuracy. No manual data entry.
Research
Ask any tax question in plain English. Get IRC-cited answers instantly, backed by IRS publications and state statutes. Not hours later.
Deliver
Automate compliance checks, client status updates, and deadline tracking. Your AI Assistants handle the busywork while you advise.
Platform
Five API Products. One Platform.
Each product works standalone via API or together in the full Taxara platform. Start with what you need, expand as you grow.
Document Intelligence
AI-powered extraction for W-2, 1099, K-1, tax notices, and more. 14 fields per form, 99%+ accuracy. Supports 40+ IRS forms and 27+ state agencies.
Tax Knowledge
Ask any tax question, get IRC-cited answers instantly. Powered by a RAG pipeline over IRS publications, revenue rulings, and state statutes.
Compliance Check
Automated cross-referencing of returns against IRS rules, state requirements, and common audit triggers.
Transaction Categorizer
Bank feed to chart of accounts in one click. AI learns your client preferences and gets smarter over time.
Client Chat Widget
Embed AI-powered tax Q&A in your client portal. Clients get instant answers to common questions, escalating to you only when needed.
Your AI Team
8 AI Assistants. One Platform.
Each assistant specializes in a specific part of your workflow. Together, they handle the busywork so you can focus on clients.
Tax Research
IRC-cited answers to any tax question
Document Intake
Extracts every field from any tax document
Tax Preparation
Assembles returns from extracted data
Bookkeeping
Categorizes transactions automatically
Client Comms
Manages client messages and updates
Compliance
Cross-references returns against rules
Advisory
Identifies tax planning opportunities
Concierge
Routes requests to the right assistant
Field extraction accuracy across all document types. Because in accounting, close enough isn't good enough.
Source-Cited
Every tax answer references specific IRC sections, IRS publications, or state statutes.
Deterministic Math
Tax calculations are never done by AI. All math uses auditable, deterministic code.
CPA-in-Command
AI assists, humans decide. Every output requires professional review before client delivery.
Pricing
Simple, Transparent Pricing
Start free, scale as you grow. No surprise fees, no long-term contracts.
Starter
Try the platform and APIs with no commitment.
- 100 API calls / month
- 1 team member
- Document extraction (basic)
- Tax knowledge search
- Community support
Growth
For growing firms ready to scale with AI.
- 5,000 API calls / month
- Up to 5 team members
- All 5 API products
- All 8 AI Assistants
- Client portal
- Priority support
- Custom integrations
Enterprise
For large firms with compliance and scale needs.
- Unlimited API calls
- Unlimited team members
- SSO & advanced security
- Dedicated account manager
- Custom AI model tuning
- SLA guarantees
- On-premise deployment option
Integrations
Works With Your Existing Tools
Plug Taxara into the software you already use. No rip-and-replace required.
Ready to Transform Your Practice?
Join forward-thinking CPA firms using Taxara to deliver more value in less time. Start free today — no credit card required.