Audience

U.S. CPA firms, Enrolled Agents (EAs), tax preparation firms, accounting firms, tax professionals, and small to mid-sized businesses that want to streamline and automate tax preparation workflows.

About UpTax

AI tax preparation software for US CPA, EA, and accounting firms — UpTax is an AI-powered tax preparation platform built for U.S. CPA, EA, accounting, and tax firms. It helps automate tax preparation workflows for individual and business returns, including 1040, 1120, 1120-S, and 1065 returns, while keeping tax professionals in control of review and final filing.

Pricing

Starting Price:
$25/month
Free Trial:
Free Trial available.

Integrations

No integrations listed.

Ratings/Reviews

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ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Company Information

UpTax
Founded: 2026
United States
uptax.ai/

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Product Details

Platforms Supported
Cloud
Support
Phone Support
Online

UpTax Frequently Asked Questions

Q: What kinds of users and organization types does UpTax work with?
UpTax works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does UpTax support in their product?
UpTax supports these languages: English.
Q: What kind of support options does UpTax offer?
UpTax offers support via phone support and online.
Q: Does UpTax offer a free trial?
Yes, UpTax offers a free trial.
Q: How much does UpTax cost?
Pricing for UpTax starts at $25/month.

UpTax Product Features

Tax Practice Management

Approval Process Control Not Supported
Workflow Management Not Supported
Billing & Invoicing Not Supported
Client Management Not Supported
Due Date Tracking Not Supported
Document Management Not Supported
Tax Filing Not Supported
Tax Forms Not Supported
Scenario Planning Not Supported
Client Portal Not Supported