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API-First Tax Intelligence Platform

The Stripe of
Tax Intelligence

34 API products. 455+ trained forms. One API key. Embed tax intelligence into any workflow — your practice management tool, client portal, or custom app.

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100 free API calls/month · No credit card required · SDKs in Python, Node.js, cURL

34

API Products

107

Endpoints

455+

Trained Forms

51

Jurisdictions

Up and Running in 30 Seconds

One API key. Three lines of code. That's it.

1

Get API Key

Sign up free and generate your API key from the dashboard.

2

Make a Call

Send a document to any endpoint. Get structured JSON back.

3

Ship It

Integrate the response into your workflow. Done.

classify_document.py
import requests

result = requests.post(
    "https://taxara.ai/api/v1/documents/classify",
    headers={"Authorization": "Bearer txr_YOUR_API_KEY"},
    json={"fileContent": "<base64_encoded_document>"})
).json()

print(f"Document: {result['classification']['documentType']}")
print(f"Confidence: {result['classification']['confidence']}")

34 API Products, One Platform

Every tax intelligence capability exposed as a simple REST endpoint. JSON in, JSON out.

Document Intelligence

3 endpoints

Most Popular

Classify, extract, and process tax documents with AI vision

Tax doc intake automationW-2/1099/K-1 data entryDocument triage workflows
POST/api/v1/documents/classify
POST/api/v1/documents/process
GET/api/v1/documents/schemas

Notice Intelligence

2 endpoints

Flagship

4-phase AI pipeline for IRS & state notice processing

Notice intake & triageDeadline extractionPenalty amount detection
POST/api/v1/notices/intelligence
GET/api/v1/notices/intelligence

Compliance Engine

2 endpoints

23 deterministic rules + AI review for 1040 return quality

Pre-filing quality checkError detection before e-fileAudit risk scoring
POST/api/v1/compliance/check
GET/api/v1/compliance/rules

Advisory Intelligence

3 endpoints

Financial health scoring, cash flow forecasting, opportunity detection

Client financial reviewsCash flow planningAdvisory upsell detection
POST/api/v1/advisory/analyze
POST/api/v1/advisory/forecast
POST/api/v1/advisory/opportunities

Bookkeeping AI

2 endpoints

AI transaction categorization and anomaly detection

Auto-categorize bank feedsFraud detectionBookkeeping cleanup
POST/api/v1/bookkeeping/categorize
POST/api/v1/bookkeeping/anomalies

Regulatory Intelligence

1 endpoint

Tax regulatory change monitoring and client impact analysis

Proactive client alertsCompliance monitoringPractice risk management
POST/api/v1/regulatory/scan

Escalation Intelligence

2 endpoints

AI-powered escalation prediction for CPA client communications

Auto-triage client messagesCompliance risk detectionClient churn prevention
POST/api/v1/escalation
GET/api/v1/escalation

R&D Credit Analysis

2 endpoints

Cross-return validation for Form 6765, 1120, 1120-S

Credit OptimizationCross-Return AuditRisk Assessment
POST/api/v1/credits/r-and-d
GET/api/v1/credits/r-and-d

R&D Study Lifecycle

8 endpoints

Full lifecycle management — DRAFT to REALIZED with state machine

Study ManagementProject TrackingStatus Automation
GET/api/v1/credits/studies
POST/api/v1/credits/studies
GET/api/v1/credits/studies/:id
PATCH/api/v1/credits/studies/:id
POST/api/v1/credits/studies/:id/status
GET/api/v1/credits/studies/:id/status
POST/api/v1/credits/studies/:id/projects
PATCH/api/v1/credits/studies/:id/projects/:projectId

R&D Qualification Engine

1 endpoint

IRC §41 four-part test — automated eligibility determination

Eligibility Screening4-Part Test AutomationCPA Review
POST/api/v1/credits/studies/:id/qualification

R&D Calculation Engine

2 endpoints

Regular + ASC dual-method credit computation with §174 impact

Credit ComputationMethod OptimizationSection 174 Analysis
GET/api/v1/credits/studies/:id/calculation
POST/api/v1/credits/studies/:id/calculation

R&D Screening Engine

2 endpoints

NAICS-based credit estimation with 0-100 scoring and batch scanning

Client ProspectingBatch AnalysisRevenue Opportunity
GET/api/v1/credits/screening
POST/api/v1/credits/screening

R&D Document Intelligence

4 endpoints

Upload, classify, extract, and cross-validate supporting documents

Document ProcessingAuto-ClassificationCross-Return Validation
GET/api/v1/credits/studies/:id/documents
POST/api/v1/credits/studies/:id/documents
PATCH/api/v1/credits/studies/:id/documents/:docId
POST/api/v1/credits/studies/:id/validate

Tax Knowledge RAG

1 endpoint

Citation-backed answers from IRC, IRS pubs, and state authorities

In-app tax researchClient-facing Q&A botStaff training tool
POST/api/v1/tax-knowledge/query

Import Parser

2 endpoints

AI-powered detection and field mapping for Drake, Lacerte, ProSeries, UltraTax

Tax software migrationClient data onboardingCross-platform sync
POST/api/v1/import/parse
GET/api/v1/import/parse

Client Management

4 endpoints

Full CRUD for client records with PII encryption and webhook events

CRM integrationClient onboarding flowsData sync pipelines
GET/api/v1/clients
POST/api/v1/clients
GET/api/v1/clients/:id
POST/api/v1/clients/:id

Deadline Management

2 endpoints

Query and manage tax deadlines with status filtering and overdue detection

Deadline monitoring dashboardsCalendar sync integrationsSLA tracking
GET/api/v1/deadlines
POST/api/v1/deadlines/:id

Engagement Workspace

4 endpoints

Manage tax engagements end-to-end with assignment and progress tracking

Workflow automationStaff assignmentProgress reporting
GET/api/v1/engagements
POST/api/v1/engagements
GET/api/v1/engagements/:id
POST/api/v1/engagements/:id

Notice Management

3 endpoints

List, detail, and update notice status via the v1 API with webhook dispatches

Status board integrationsWorkflow orchestrationClient portal sync
GET/api/v1/notices
GET/api/v1/notices/:id
POST/api/v1/notices/:id/status

Response Letter Generation

2 endpoints

AI-Powered

AI-drafted professional response letters for tax notices

Auto-draft penalty abatement lettersGenerate agency correspondenceBatch response generation via API
GET/api/v1/notices/:id/response-letter
POST/api/v1/notices/:id/response-letter

Risk Analysis

1 endpoint

AI-Powered

AI risk scoring with actionable recommendations per notice

Prioritize high-risk noticesAuto-triage incoming noticesFeed risk scores into custom dashboards
GET/api/v1/notices/:id/risk-analysis

Tax Calculation Engine

2 endpoints

New

Deterministic payroll tax calculations across 50 states + federal + Canada

Payroll tax computationWithholding verificationMulti-state tax modeling
POST/api/v1/tax-engine/calculate
GET/api/v1/tax-engine/rates

Tax Scenario Comparison

1 endpoint

New

Compare what-if tax scenarios across filing statuses, states, and income levels

Tax planning consultationsState relocation analysisFiling status optimization
POST/api/v1/tax-engine/scenario

Notice Amount Validation

1 endpoint

New

Verify IRS/state notice amounts against engine-computed taxes

IRS notice dispute supportPenalty validationAutomated notice triage
POST/api/v1/tax-engine/validate-notice

Time Tracking API

4 endpoints

Full CRUD for billable time entries across your firm

Sync time data with billing softwareAuto-log time from integrationsBuild custom reporting dashboards
GET/api/v1/time-tracking
POST/api/v1/time-tracking
PATCH/api/v1/time-tracking/:id
DELETE/api/v1/time-tracking/:id

Auto-Solve Engine

5 endpoints

New

Package-based automated notice resolution with full observability

Automated notice resolution at scaleDisqualifier-based safety gatesObservable auto-solve traces
GET/api/v1/auto-solve-packages
POST/api/v1/auto-solve-packages
POST/api/v1/auto-solve-packages/:id/disqualifiers
POST/api/v1/notices/:id/auto-solve
GET/api/v1/notices/:id/auto-solve

POA & Authorization

4 endpoints

Power of Attorney tracking and authorization gate checks

POA lifecycle managementClient-agency authorization verificationPermission auditing
GET/api/v1/poa
POST/api/v1/poa
GET/api/v1/clients/:id/poa
GET/api/v1/notices/:id/auth-check

Resolution Workflow

5 endpoints

New

Checklists, dedup, lineage graphs, multi-period tracking, and channel routing

Resolution completeness trackingDuplicate notice detectionMulti-period notice management
GET/api/v1/notices/:id/checklist
GET/api/v1/notices/:id/dedup
GET/api/v1/notices/:id/lineage
GET/api/v1/notices/:id/periods
GET/api/v1/notices/:id/channel

SLA Engine

4 endpoints

Service level agreement policies, real-time tracking, and breach detection

Automated SLA enforcementBreach alerting and escalationFirm-wide SLA compliance reporting
GET/api/v1/sla-policies
POST/api/v1/sla-policies
GET/api/v1/notices/:id/sla
GET/api/v1/sla/bulk-check

Smart Templates

4 endpoints

Template engine with 25+ built-in variables for automated communications

Automated response lettersMulti-channel notice communicationsVariable-driven content generation
GET/api/v1/smart-templates
POST/api/v1/smart-templates
POST/api/v1/smart-templates/render
GET/api/v1/smart-templates/variables

Incident & Playbook

5 endpoints

New

Large-scale incident management and automated workflow playbooks

Track agency-wide issuesAutomate multi-step workflowsLink notices to systemic incidents
GET/api/v1/incidents
POST/api/v1/incidents
POST/api/v1/incidents/:id/notices
GET/api/v1/playbooks
POST/api/v1/playbooks

Correspondence & Intake

3 endpoints

New

Communication ledger for all notice correspondence and zero-hop intake

Full communication audit trailSingle-call notice intakeMulti-channel tracking
GET/api/v1/notices/:id/correspondence
POST/api/v1/notices/:id/correspondence
POST/api/v1/intake

Platform Infrastructure

6 endpoints

Webhooks, taxonomy, routing, PII protection, integrity rules, and semantic search

Real-time event webhooksRoot cause taxonomy managementPII-safe document processing
POST/api/v1/webhooks/subscribe
GET/api/v1/taxonomy
POST/api/v1/routing
POST/api/v1/pii/alias
POST/api/v1/search/semantic
POST/api/v1/synthesis

Tax Planning Intelligence

10 endpoints

Multi-year tax projection engine with scenario modeling and threshold alerts

Tax Projection & ModelingWhat-If ScenariosThreshold Alerts (IRMAA, NIIT, AMT)
GET/api/v1/tax-planning/plans
POST/api/v1/tax-planning/plans
POST/api/v1/tax-planning/plans/:id/positions
POST/api/v1/tax-planning/compute
POST/api/v1/tax-planning/compare
POST/api/v1/tax-planning/strategies
POST/api/v1/tax-planning/legislative
POST/api/v1/tax-planning/engagements
POST/api/v1/tax-planning/entity-groups
POST/api/v1/tax-planning/planning-years

Try It Live — No API Key Needed

Drop a real tax notice and watch the Notice Intelligence API classify it, extract every field, and validate the results — all in under 30 seconds. PII is automatically redacted.

Launch Live Playground
PII Auto-Redacted
No Data Stored
< 30s Processing

Why Developers Choose Taxara

Single Call, Full Pipeline

One POST request classifies, extracts, and validates. No multi-step orchestration needed.

455+ Trained Forms

The deepest form coverage in the market. IRS, SSA, and all 50 states with agency-level granularity.

CPA-Grade Security

AES-256 PII encryption, RBAC, full audit trail, rate limiting. Built for regulated industries.

Batteries Included

Not just extraction — compliance checks, advisory analysis, bookkeeping AI, and regulatory alerts.

Usage Dashboard

Real-time API usage tracking, cost monitoring, and performance analytics in your dashboard.

Developer Experience

RESTful JSON APIs, Bearer token auth, comprehensive error codes, cURL/Python/Node examples.

API Pricing

Start free. Scale as you grow. Every plan includes all 34 API products.

Free

Explore the APIs. No credit card.

$0forever
Get Free API Key
  • 100 API calls/month
  • All 34 API products
  • JSON responses
  • Community support
Best Value

Growth

For teams integrating Taxara into production.

$149/month
Start 14-Day Trial
  • 10,000 API calls/month
  • All 34 API products
  • Webhook events
  • Priority support
  • Usage dashboard
  • 99.9% uptime SLA

Enterprise

Custom volume, dedicated support, on-prem options.

Custom
Contact Sales
  • Unlimited API calls
  • Custom rate limits
  • Dedicated account manager
  • SAML SSO
  • Custom SLA
  • On-premises deployment

Start Building With Tax Intelligence

Get your free API key in 30 seconds. 100 calls/month included — no credit card, no strings.

Get Your Free API Key Try Live Demo

100 free API calls/month · All 9 products included