UpTax
AI Tax Preparation, built for the modern American firm.
What it does
UpTax prepares 1040, 1065, 1120, 1120S, 1041 and 990 returns with AI. Connect documents, let the platform draft the return, review, approve and file — built for US CPA, EA, tax and accounting firms.
UpTax prepares your clients' returns in the background — 1040, 1065, 1120, 1120S, 1041 and 990. Your CPAs review, approve and file. Give every preparer the output of ten, without the late nights. One continuous flow. The AI does the heavy lifting; your firm keeps the judgment, the relationship and the sign-off. Drag in W-2s, 1099s, K-1s, trial balances or a prior-year return. UpTax auto-classifies every document by form and client. Document-intelligence models read, reconcile and map every figure to the right line — quietly, in the background. A complete, source-linked draft return appears. Every number traces back to the document it came from. US Enrolled Agents and tax pros verify every…from uptax.ai
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