Client Onboarding | TaxApp

Client Onboarding on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.

TaxApp – AI-Powered Tax Management & Filing

Optimize your taxes with AI insights, connect with certified CPAs, and simplify tax filing. Smart tax tools, real-time calculations, and expert guidance — all in one platform.

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Why Choose TaxApp?

🤖 AI-powered tax optimization and deduction finder
📊 Real-time tax calculations and refund estimates
👨‍💼 Connect with verified CPAs and Enrolled Agents
📁 Smart document management and OCR scanning
🛡️ Audit assistance and IRS notice help
📱 Mobile-friendly – works on all devices
🔒 Bank-level security and data privacy

Features

Tax Filing & Planning

File your federal and state taxes online with guided step-by-step assistance. Our AI tax engine supports all major income types including W-2, 1099-NEC, 1099-K, self-employment, rental income, digital assets, and more.

AI Bookkeeper

Automatically categorize transactions, generate profit & loss statements, reconcile bank accounts, and prepare tax-ready summaries for your business.

Smart Tax Tools

Access 30+ tax calculators including quarterly tax estimator, retirement contribution optimizer, capital gains calculator, W-4 analyzer, and audit risk analyzer.

Tax Professional Marketplace

Get matched with the right CPA or EA using our AI matching engine. Book appointments, share documents securely, and collaborate in real time.

Pricing

TaxApp offers a free tier with essential features. Upgrade to Starter at just $12/month to unlock the full platform — AI insights, expense tracking, reports, audit assistance, and more.

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