Meridian · 1040+MA+NYACCEPTED
Okafor · 1120-SACCEPTED
Lindqvist · 1040+CAREJECT · fix queued
Park Trust · 1041QUEUED · 8879 PENDING
Sato · 1040 EXTACCEPTED
Early access is open BETA →
TAXSCOUT.AI — AI TAX PREPARATION, REVIEW AND E-FILE FOR CPA FIRMS
AI prepares the return. You decide where it gets filed.
One workspace from client intake to IRS acknowledgment — intake, documents, calculations, workpapers, review, signatures. Then file it in TaxScout, or export to the software your firm already runs.
One platform:Document IntelligenceTax Research AgentsDirect IRS E-fileTax IntelligenceCommunication HubRevenue EngineCPA SuperpowersPractice Management
No return is transmitted without reviewer approval · 8879 first, always
W-2 ✓1099-NEC ✓1099-INT ✓1099-DIV ✓1099-MISC ✓1099-B ✓1099-R ✓1099-K ✓1099-G ✓1099-SA ✓Schedule K-1 ✓1098 ✓1098-T ✓1095-A ✓8949 ✓W-9 ✓W-2G ✓5498 ✓1040 ✓1065 ✓1120-S ✓W-2 ✓1099-NEC ✓1099-INT ✓1099-DIV ✓1099-MISC ✓1099-B ✓1099-R ✓1099-K ✓1099-G ✓1099-SA ✓Schedule K-1 ✓1098 ✓1098-T ✓1095-A ✓8949 ✓W-9 ✓W-2G ✓5498 ✓1040 ✓1065 ✓1120-S ✓
WORK WITH THE SOFTWARE YOUR FIRM ALREADY USES
DrakeCCH AxcessUltraTax CSLacerteProConnectProSeries
VIEW EXACT IMPORT COVERAGE →Today you pay for two systems that don’t talk to each other.
A tax engine that can’t run the practice, and a practice tool that can’t touch the return. So firms buy both — and the client record lives in neither.
BILL №1 · PER SEATDrake / Lacerte / UltraTax
+Prepares and e-files.
No client portal, no pipeline, no billing, no AI intake. You buy TaxDome on top.
BILL №2 · PER USERTaxDome / Canopy / Karbon
=Runs the practice.
Cannot prepare or file a return. You still pay per user, and still pay for Drake.
ONE BILL · BY RETURNStaxscout.ai
Runs the practice, prepares the return — and files it, here or in your software.
- Practice — portal, pipeline, billing, one inbox
- Preparation — complete draft, source-linked
- Filing — IRS MeF here, or export to your engine
Every return travels the same rail — until the last switch.
Collect → prepare → review are identical for every return. At the junction, the reviewer picks the track: transmit from TaxScout, or export to the engine you trust.
CollectAI intake, no templates
Preparecomplete draft, source-linked
Reviewexceptions only · 8879⬦ ROUTE SELECT
E-file from TaxScoutIRS MeF · your EFIN
Export to your engineDrake · CCH · UltraTax
Everything between “client uploads their tax documents” and “IRS said yes.”
Intake
AI intake — no templates, no questionnaires
It works out what each client needs to be asked, asks only that, and chases what’s missing.
Hi Marcus — we have last year’s 1099-INT from Chase but nothing this year. Still open?Account closed in March — attaching the final statement 📎✓ Filed to the return · outstanding list closed
Prepare
The whole return, drafted — every number keeps its receipt
Extracted, cross-checked, calculated. Click any value → the page it came from.
wages84,230.00 ●
fed_withheld11,904.00 ●
ss_tax5,222.26 ▲
state_wagescross-check ●
validationall layers passed
Review
Exceptions, not fields
Accept, correct, escalate — recorded on the return.
ACCEPTCORRECTESCALATE
▲ ss_tax · 5,222.26→ W-2, page 1
✍ 8879e-signed in portal
E-file
Filed from here
Meridian · 1040+MA+NYACCEPTED
Okafor · 1120-SACCEPTED
Lindqvist · 1040+CAREJECT · fix queued
Park Trust · 1041QUEUED
Practice
Pipeline, billing, one inbox
The return unlocks when the invoice is paid.
WAITING 12IN REVIEW 7READY TO FILE 4
✉ 3 drafted repliesAI-prioritized
$ invoice paidreturn unlocked
14
client tax documents in — W-2s, 1099s, brokerage, K-1
3
exceptions raised · three human decisions
1
signature — 8879, e-signed in the portal
3m 40s
average IRS acknowledgment, when you file here
AI prepares. Your reviewers make the calls.
TaxScout prepares the work. Your reviewer must approve it before TaxScout sends, files, or shows anything to a client.
01 / Collect
AI intake. No templates, no questionnaires.
You don’t build organizers or questionnaires. TaxScout works out what each client needs to be asked — from last year’s return, their situation, and what has already arrived — and asks only that, in a conversation, in your branded portal. Every upload is classified as it lands. If a 1099 is missing or a statement is for the wrong year, TaxScout chases it and sends the reminders itself. You stop chasing clients; you approve what goes out.
- Questions adapt to each client — no templates to build
- Documents classified the moment they land
- Missing items chased automatically
- Reminders and follow-ups sent for you, with your approval
02 / Prepare
TaxScout prepares the return for you.
It reads the client documents, extracts every field, cross-checks the package, and drafts the complete return with every source value linked to the page it came from. Your preparer checks a finished draft instead of typing it in.
- Complete draft return, not a blank organizer
- Click any value → source page
- Confidence per field, exceptions first
- Workpaper binder with TOC
03 / Review
You review exceptions, not every field.
Low-confidence values, cross-document mismatches and open elections land in one queue, with the source page beside each one. Research questions are answered with live IRS citations. Accept, correct or escalate — every decision is recorded on the return.
- Accept / correct / escalate per field
- Cited answers, inside the return
- Prior-year comparison
- E-sign 8879 & engagement letter
04 / Sign & file
Nothing files until your reviewer says so.
The client e-signs the 8879. Then file directly from TaxScout under your EFIN, or download the import file for your tax software and file there. Acknowledgments and rejects come back to the same return either way.
- Federal + state e-file from TaxScout
- Or export package for your engine
- Acks and rejects on the return
- Pipeline, billing and one inbox around it
What TaxScout handles
- ✓Reads the package and checks it against last year
- ✓Classifies and extracts every document
- ✓Drafts the complete return, every value linked to its source
- ✓Flags open items and drafts the client chase
- ✓Assembles the workpaper binder and the export package
- ✓Transmits to the IRS and states when you choose to file here
What your firm controls
- ✓Reviews diagnostics and decides every exception
- ✓Makes the tax elections and the judgment calls
- ✓Approves client communication before it goes out
- ✓Chooses where each return is filed — TaxScout or your software
- ✓Signs the return under your own PTIN and EFIN
- ✓Owns the audit trail — exportable on demand
Nothing reaches the return without a reviewer’s decision.
Every extracted value is shown beside the page it came from. TaxScout surfaces low-confidence fields, missing information and validation exceptions; the CPA decides what moves forward — and where it gets filed.
SourceThe original PDF, on the page the value came from.
Extracted valueWhat TaxScout read, shown beside the document rather than in a separate screen.
ConfidenceHow sure the extraction is, so low-confidence fields surface instead of hiding in a total.
ChecksCross-document checks and math rules that passed, failed, or need a decision.
DecisionAccepted, corrected, escalated — recorded against the return.
See one return move from client documents to an accepted filing.
Fourteen documents in. Three exceptions raised. Three decisions a person made. One signature — and a filing path the firm chose.
THIS IS A SYNTHETIC PRODUCT DEMONSTRATION BASED ON A REPRESENTATIVE WORKFLOW. IT IS NOT A MEASURED CUSTOMER RESULT.
01Client
The client uploads what they have
Fourteen files arrive through the portal over nine days: two W-2s, a consolidated brokerage statement, a mortgage interest statement, childcare receipts, and a photograph of a 1099-INT taken on a phone.
02TaxScout
Documents are classified and read
Each file is sorted by document type and its fields are extracted into workpapers. Every value keeps a link back to the page it came from.
03TaxScout
The expected-document list closes
Last year’s return listed a K-1 that has not arrived this year. It stays on the outstanding list, and a client request is drafted for the CPA to approve.
04TaxScout
The draft return is prepared
TaxScout calculates the federal 1040 and the two state returns and drafts them in full. Three exceptions are raised: the phone-photo 1099-INT extracts at low confidence, the brokerage RSU basis omits compensation already taxed on the W-2, and state wages disagree between the two W-2s.
05CPA
The CPA decides each one
The 1099-INT is confirmed against the source pane and accepted. The RSU basis is corrected, with the reason recorded. The state wage difference is a genuine part-year move and is documented as such. The return recalculates; the diagnostics clear.
06CPA
The client signs
The final return and Form 8879 go to the client for e-signature through the portal. Nothing is transmitted until the reviewer’s approval and the signed authorization are both on the return.
07Your choice
Filed — here, or in your software
Path A: the CPA files directly from TaxScout under the firm’s EFIN. Federal accepted in four minutes; Massachusetts accepted. Path B: the firm downloads the import file and the workpaper binder, and calculates and files in Drake or CCH as it always has. The filing status is recorded back on the client record either way.
Which returns are actually supported today.
Each row carries its own status. Direct filing is available for supported returns; everything else can be handed off without starting over.
Individual
1040Available now
W-2 and the 1099 seriesAvailable now
Brokerage and basisAvailable now
Schedule C / E / FAvailable now
K-1 inputsAvailable now
Prior-year comparisonAvailable now
Federal + state e-fileAvailable now
Business
1065Design-partner validation
1120-SDesign-partner validation
1120Planned
1041Planned
Trial balance importDesign-partner validation
K-1 outputDesign-partner validation
Business e-fileDesign-partner validation
Priced by returns filed. Not by seats.
One firm subscription. Unlimited internal users. Choose the return-credit pool that matches your practice — on a 12-month term, paid monthly or annually.
Full pricing and overage details →Solo≈ $3.92 per return, all-in
$49/mo
Return credits150 / yr
Overage$4 / return
Internal usersUnlimited
E-fileIncluded
MOST POPULARFirm≈ $3.58 per return, all-in
$149/mo
Return credits500 / yr
Overage$4 / return
Internal usersUnlimited
E-fileIncluded
Practice≈ $3.32 per return, all-in
$415/mo
Return credits1,500 / yr
Overage$3 / return
Internal usersUnlimited
E-fileIncluded
Volume≈ $2.83 per return, all-in
$825/mo
Return credits3,500 / yr
Overage$2 / return
Internal usersUnlimited
E-fileIncluded
Priced on the returns you process, not the people who process them.
Pick the volume that matches your practice. Every plan carries unlimited internal users, so growing the team never changes the bill.
Solo CPAs & EAs
Up to 150 return credits a yearRun the whole tax workflow without paying per person. File in TaxScout or keep your engine.
Join the live demo →Small Tax Firms
Up to 500 return credits a yearGive every preparer one tax-native workflow — and choose, per return, where it gets filed.
Book a 15-minute workflow review →Growing Firms
Up to 1,500 return credits a yearStandardize tax work across the firm without a forced tax-engine replacement.
Plan a firm rollout →High-Volume Practices
1,500–3,500+ return credits a yearBuild a predictable, high-volume workflow — direct filing for supported returns, handoff for the rest.
Request a capacity and integration assessment →Wealth Management & Family Offices
Volume depends on entity count, not household countCoordinate complex HNW and multi-entity tax work without losing the source, status, or reviewer decision.
Discuss your wealth tax workflow →Switching
Talk through your migration →Migration is our job, not yours.
- Free migration assistance on every plan
- We import clients, documents, and workflows from TaxDome, Canopy, or Karbon with you
- Your tax software stays untouched — filing doesn’t move
Everything around the return, in one place.
Each piece is a full product — this is the map. Every card opens the deep dive.
01
Explore all capabilities →AI Client Intake→
A conversation, not a static organizer PDF. Adaptive questions, prior-year memory, and document predictions per client.
02Document Intelligence→
AI reads W-2s, 1099s, K-1s and more, validates every field, and shows each extracted value beside the source PDF for review.
03AI Research Agents→
Specialists that already know the client’s file and answer with citations from live IRS research.
04Communication Hub→
Email, chat, and SMS in one AI-prioritized inbox, with drafted replies and an escalation engine for stuck clients.
05Pipeline & Billing Gate→
A stage-based workflow where the return unlocks when the invoice is paid — no more chasing fees after delivery.
06Campaigns & Revenue→
Proposals, nurture drips, and ready-made campaigns that keep revenue moving through the off-season — on autopilot.
07Regulatory Intelligence→
Official sources monitored daily, with every new rule matched to the clients it actually affects.
08Scheduling & AI Notetaker→
Native booking with deposits and engagement-letter gating, plus meeting notes that file themselves to the client.
Regulatory intelligence
When a rule changes, know what your firm and clients need to do next.
Most tax research starts when someone asks a question. TaxScout also monitors regulatory changes and connects them to firm obligations and affected clients.
01
An official source changes
02
TaxScout identifies an obligation or opportunity
03
It is matched to the affected firm workflow or client set
04
The next action, brief, or client message is drafted
Firm obligations
Security requirements, filing changes, deadlines, professional-responsibility alerts — assigned, with the evidence attached.
Client opportunities
Which of your clients a change actually affects, the planning opportunity it opens, and a drafted message for you to review before it goes anywhere.
Your clients’ data never leaves the country.
You sign the return with your license. Here’s exactly how the data behind it is protected.
US-only hostingTaxScout hosts customer data in the United States. Client data does not leave the country.
Data protectionClient documents and tax data are encrypted during transmission and while stored, and the most sensitive identifiers are held under additional protection.
Tenant isolationEach firm operates in a logically isolated workspace, and access is assigned according to responsibility.
Never trained onCustomer data is not used to train shared models.
Full audit trailMaterial actions involving documents, client data, review, filing, and financial information are recorded with the actor and timestamp.
§7216 by designSending return data to offshore preparers requires signed §7216 consent from every client. TaxScout keeps intake, extraction, preparation, and filing onshore — so that conversation never has to happen.
Built for IRC §7216 and Circular 230, from day one.
We don’t just take the manual work off offshore prep teams — we help reduce the compliance exposure on the firm owner. Every return stays inside US-based infrastructure built around the disclosure, consent and due-diligence standards regulators just put practitioners on notice about.
Hallucinated figures & citations§10.22 · §10.37
The IRS named the risk.
A layered validation pipeline with deterministic math and click-to-source — source values trace back to the document, computed values to the calculation behind them.
Client data mixed across mattersIRC §7216 · §10.51
The IRS named the risk.
An isolated, US-based secure contour — encrypted in transit and at rest, with per-firm data isolation. Your data is never pooled across clients or used to train a shared model.
Generic, “homemade” AI§10.35
The IRS named the risk.
Purpose-built for tax — deep deterministic validation on the forms that matter — not a general open model pointed at returns.
No firm-wide controls§10.36
The IRS named the risk.
A role-based permission model and a complete, exportable audit trail — documented controls you can produce on demand.
Opaque, unconscionable billing§10.27
The IRS named the risk.
Transparent, published pricing — the AI efficiency is priced in, with no hidden per-task surcharge.
See how TaxScout compares.
| TaxScout | TaxDome | Canopy | |
|---|---|---|---|
| Price | from $49/mo for the whole firm | $800–$1,200/seat/yr | $74/user/mo |
| AI extraction | Classification, extraction, layered validation | — | Basic rename only |
| Prepares the return | Complete draft, source-linked | — | — |
| E-file with the IRS | Supported returns, federal + state | — | — |
| AI research agents | Agents + client memory | — | — |
| Pipeline management | Stage-based workflow engine | Basic kanban | Task management only |
| Client portal + e-sign | ✓ | ✓ | ✓ |
| Billing gate | Stripe Connect + pipeline gate | — | — |
| Communication hub | Email + chat + SMS, AI priority | Email only | Email only |
| Revenue engine | CRM + proposals + nurture | — | — |
Competitor prices are the lowest published per-seat rate on each vendor’s official pricing page, normalized to the billing mode shown. Sources checked 2026-08-01.
See the full comparison →For taxpayers
Find a tax professional
Search CPAs, EAs, and tax preparers by state and city. Every listing shows where its credential information came from and when it was checked.
Open the directory →Free tool
Build your firm’s WISP
A written information security plan is required of tax preparers. Run the guided assessment and generate your plan — no charge, no platform account needed.
Start the assessment →// Who this is built for● CPA-CONTROLLED
WHO IT’S FOR✓ BUILT FOR YOU
Firms that sign
Solo CPAs and EAs through firm teams, review-first
Documents arrive as PDFs, photos and portal uploads; the owner signs the return and wants to see where every number came from — and to choose, per return, whether to file here or in Drake and CCH.
WHO IT’S NOT FOR✕ NOT OUR JOB
Unreviewed filing
No transmission without a reviewer
Anyone who wants AI to file on its own judgment, or a bookkeeping-only practice. Nothing reaches the IRS until the 8879 is signed.
The AI-native tax preparation, review and filing platform for CPA firms.
What it isTaxScout is an AI-native tax preparation, review, filing, and practice-management platform for CPA firms.
How you can use itFile supported federal and state returns directly through TaxScout, or use TaxScout alongside the professional tax software your firm already trusts.
What TaxScout managesClient intake, source documents, missing-item follow-up, tax facts, workpapers, exceptions, reviewer decisions, signatures, billing, client communication, and audit history.
When you keep your tax softwareTaxScout creates a review-ready handoff package and supported vendor-compatible import files. Your preparer completes any remaining fields and files through the existing engine.
When you file through TaxScoutTaxScout calculates supported returns, routes them for professional review and taxpayer signature, transmits them, and tracks federal and state acknowledgments.
Professional controlNothing is transmitted, delivered, or released to a client until an authorized reviewer approves it.
Built forSolo CPAs, EAs, and U.S. tax firms that want to automate preparation without giving up professional control.