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Tax research & preparation

16 tools for bookkeepers and accountants. Facts come from each vendor's own website; open a tool for sources and check dates.

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Aiwyn

Tax research & preparation

Designed for modern accounting firms, Aiwyn delivers relationship-centered automation across payments, practice management, client experience, and tax.

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Black Ore

Tax research & preparation

Black Ore's Tax Autopilot automates tax preparation for CPA firms with 99% accuracy and 98% time savings. Trusted by 40% of Top 20 firms. Request a demo today.

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Blue J

Tax research & preparation

Get defensible tax research answers in seconds with Blue J's AI-powered platform. Trusted by 6,000+ firms. Save 3 hours per week. Start your 7-day free trial.

$1,498/year per userDetails

CPA Pilot

Tax research & preparation

CPA Pilot The #1 AI Tax Assistant built for CPAs, EAs & Tax firms in U.S. Automate your tax planning, tax research, emails & workflows. Improve client relationship.

IRS
$29/monthDetails

Filed

Tax research & preparation

AI tax preparation and review software for accounting firms. Filed preps and reviews returns inside CCH Axcess, UltraTax, Lacerte, Drake and ProConnect.

IRS
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GruntWorx

Tax research & preparation

GruntWorx streamlines tax document processing with powerful automation tools for accounting firms. Organize, extract, and verify data with ease — save time, reduce errors, and boos

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Holistiplan

Tax research & preparation

Holistiplan simplifies and scales the financial planning process for taxes, insurance, and estates.

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Instead (formerly Corvee)

Tax research & preparation

Corvee is now part of Instead — the AI-powered tax platform for firms and businesses. Log in to your Corvee account or get a demo of Instead today.

IRS
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SafeSend

Tax research & preparation

End-to-end tax automation: engagement letters, organizers, document gathering, file exchange, extensions, tax assembly, delivery, eSign, and K-1 distribution.

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Soraban

Tax research & preparation

Soraban is the AI-powered tax workflow platform for accounting firms — automating client intake, data entry, and delivery. Get more 1040s out the door.

IRS
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StanfordTax

Tax research & preparation

Automate the collection and organization of tax info from your clients without sacrificing the a personal experience

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TaxCycle

Tax research & preparation

TaxCycle Professional Tax Preparation Software for Canadian Accountants and Bookkeepers

XeroCRA
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Taxfyle

Tax research & preparation

Get a licensed CPA or EA to solve your accounting needs. Taxfyle connects you to an accountant that can e-file your tax return for yourself or your business and manage bookkeeping

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TaxGPT

Tax research & preparation

AI tax assistant for tax pros & accountants. Boost productivity by 10x. Automate tax preparation, tax research, get cited tax answers in seconds, draft memos, analyze tax documents

IRS
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TaxPlanIQ

Tax research & preparation

Discover how tax planning software for accountants helps you go from tax prep to tax planning in minutes, boosting profits and transforming your firm into a premium advisory firm.

$997 per monthDetails

Wealthsimple Tax

Tax research & preparation

Wealthsimple Tax guarantees your maximum refund by automatically searching every credit & deduction you need to optimize your return at no additional cost.

CRA
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