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

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

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Company Information

UpTax
Founded: 2026
United States
uptax.ai/

Videos and Screen Captures

Get Started
Other Useful Business Software
Veeam Data Platform v13.1 Icon
Veeam Data Platform v13.1

Move workloads across hypervisors and clouds with no vendor lock-in. Try VDP free today.

Try Veeam Data Platform today. Experience the unified platform that's secure by design, portable by default, and proven to recover clean, fast, and anywhere.
Try Now

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?
Q: What languages does UpTax support in their product?
Q: What kind of support options does UpTax offer?
Q: Does UpTax offer a free trial?
Q: How much does UpTax cost?

UpTax Product Features

Tax Practice Management

Approval Process Control
Workflow Management
Billing & Invoicing
Client Management
Due Date Tracking
Document Management
Tax Filing
Tax Forms
Scenario Planning
Client Portal