About UpTax

Expert tax people and smart AI, under one roof.

We give US accounting firms extra expert hands for tax season — seasoned tax professionals plus AI that does the heavy lifting. File more returns without hiring more people or burning out your team.

Correct by construction

Tax accuracy isn't a feature — it's the whole product. Every line is traceable to its source.

Firms stay in control

We augment your team; we never replace the professional judgment your clients trust.

Built for the long season

Reliability, security and support engineered for the pressure of real tax deadlines.

Our expertise

Where deep tax knowledge meets real engineering

Most tax software is built by engineers guessing at tax, or by accountants bolting on software. UpTax is built by both, in the same room. Our tax leaders define exactly what "correct" means; our engineers make the machine reach it — with proof at every line.

The tax side

30+ combined years in US taxation
Thousands of returns reviewed
CPA-network operating experience

The tech side

IIT-trained engineering leadership
Applied document AI & ML systems
Security & audit-first architecture

CPA rigor

Frontier AI

UpTax

Meet the founders

Three careers, one conviction

Decades of U.S. tax practice meets frontier engineering. UpTax is what happens when the people who've reviewed the returns build the software that prepares them.

Hover a founder to read their story.

Karan Malhotra

Co-Founder & CEO

Chartered Accountant (India)15+ yrs

Karan Malhotra

Co-Founder & CEO

Chartered Accountant (India)15+ yrs experience

Karan is a qualified Chartered Accountant who has spent 15+ years in the trenches of U.S. compliance and taxation — working shoulder-to-shoulder with CPA networks across the country and personally reviewing thousands of federal and state returns. He has seen every way a return can go wrong, and every way a great firm gets it right. As CEO, he pours that hard-won judgment into UpTax's tax engine, so the platform doesn't just move numbers — it thinks like a seasoned reviewer. His conviction is simple: technology should raise the standard of a return, never lower it.

Vision & StrategyU.S. Tax & ComplianceReview Standards

Deepak Malhotra

Co-Founder & COO

Master in Law & Finance15+ yrs

Deepak Malhotra

Co-Founder & COO

Master in Law & Finance15+ yrs experience

With a Master's in Law and Finance and 15+ years at the crossroads of U.S. compliance, taxation and cross-border operations, Deepak has built and led the offshore teams that quietly power some of America's busiest tax practices. He knows exactly what it takes to deliver accurate work, on time, through the pressure of peak season — and how to build a bench of talent that firms come to trust as their own. As COO, he architects UpTax's offshore resourcing model, giving American firms elastic, expert capacity the moment they need it, and leads how the brand shows up in the market: credible, human, and unmistakably built for the profession it serves.

OperationsOffshore DeliveryBrand & Growth

Ashish Meena

Co-Founder & CTO

M.Tech, IIT Bombay17+ yrs

Ashish Meena

Co-Founder & CTO

M.Tech, IIT Bombay17+ yrs experience

Ashish earned his Master's in Technology from IIT Bombay and has spent 17+ years building technology that holds up in the real world — from large-scale data platforms to applied machine learning. He's the rare engineer who is as comfortable with a K-1 as a neural network. As CTO, he leads the document-intelligence stack that reads source documents, reconciles every figure and assembles return-ready drafts with auditable precision — engineering the quiet reliability a tax platform lives or dies by.

Document AIML & PlatformEngineering

The wider team

The people who make it happen

Behind the founders, a team of U.S. tax, client-service and go-to-market specialists — turning AI into returns your firm can stand behind.

Wendie Mayers

Director of Sales

Firm partnerships & growth

Helps U.S. CPA and accounting firms adopt AI preparation with confidence — and gets them to value fast.

Bob Conroy

CPA & Director of Client Relations

Certified Public Accountant

A CPA who owns the client relationship end to end — accurate returns, responsive support, zero surprises.

Ryan Kiernan

Head of Strategy

Product & go-to-market

Shapes UpTax's roadmap and market strategy around how modern firms actually work.

Purpose-built for American firms

CPA FirmsEA FirmsTax FirmsAccounting FirmsBookkeeping PracticesFamily Offices

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.

SOC 2 Type II256-bit encryptionRole-based accessUS federal + 50 states

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.

Book a demo

See UpTax prepare your returns

Twenty focused minutes. Bring a sample client file and watch the platform build the draft in front of you.

Request a demo hello@uptax.ai

What you'll get

A live return prepared from your own sample documents
A walkthrough of the review & approval workflow
Security, data-isolation and compliance Q&A
A rollout plan sized to your firm's return volume

Prefer email? Reach the founders directly at hello@uptax.ai.