Tax preparation,
on autopilot.
UpTax prepares your clients' returns in the background — 1040, 1065, 1120, 1120S, 1041 and 990. Your CPAs review, approve and file. Give every preparer the output of ten, without the late nights.
Connect data
Documents in
AI prepares
Working in background
Draft return
Ready to review
CPA approves
Human sign-off
E-file
Transmitted to IRS
Drop the client's documents
W-2.pdf
Wages
1099-NEC.pdf
Contractor
1099-INT.pdf
Interest
K-1.pdf
Pass-through
Secure upload · SOC 2 encrypted · auto-classified by form type
More returns per preparer
Less manual data entry
Federal return types
States, ready to file
How UpTax works
From shoebox of documents to accepted return
One continuous flow. The AI does the heavy lifting; your firm keeps the judgment, the relationship and the sign-off.
Connect the data
Drag in W-2s, 1099s, K-1s, trial balances or a prior-year return. UpTax auto-classifies every document by form and client.
The platform prepares
Document-intelligence models read, reconcile and map every figure to the right line — quietly, in the background.
Review the draft
A complete, source-linked draft return appears. Every number traces back to the document it came from.
CPA approves
Your preparer or reviewer signs off. Nothing moves without a human yes — accountability stays with your firm.
File it
Approved returns are e-filed to the IRS and states, with acknowledgements tracked to acceptance.
The platform
Everything a firm needs to scale prep
UpTax pairs frontier document AI with the controls, review workflow and auditability that professional tax practices actually require.
Document intelligence
Reads W-2s, 1099s, K-1s, brokerage statements and trial balances — even scans and photos — and extracts every figure with citations.
Prior-year diffing
Compares against last year's return and flags anything unexpected before your reviewer ever opens it.
Human-in-the-loop
Every draft waits for a CPA's approval. UpTax assists; your firm signs.
Firm workflow built-in
Preparer → reviewer → partner routing, statuses, notes and an audit trail on every return.
Explainable numbers
Click any line to see the source document, the calculation and the reasoning behind it.
Multi-entity ready
Individuals, partnerships, corporations, trusts and nonprofits — one platform, every entity type.
Products by form
Six returns. One engine.
UpTax prepares the returns that carry a firm's workload — from individuals to complex pass-throughs, corporations, fiduciaries and exempt organizations.
Purpose-built for American firms
Trust & control
AI you can put your license behind
Automation only helps if you can trust it in front of the IRS and your clients. UpTax is engineered so your firm keeps the control, the accountability and the relationship — the AI just removes the grind.
Bank-grade security
Encryption in transit and at rest, least-privilege access and a SOC 2 Type II control posture.
Human sign-off, always
AI drafts; a licensed professional in your firm reviews and approves every return.
Full audit trail
Every figure is source-linked and every action is logged — defensible under review.
Your data stays yours
We never train shared models on your clients' data. Isolation by firm, by design.
Ready when you are
Give your firm its busiest season back.
See UpTax prepare a live return from your own sample documents. Twenty minutes, no commitment — just proof.