UpTax: Tax Filing Software for CPA Firms Using AI Automation

without adding headcount. UpTax is built around those workflow needs.

Key features:

• AI assisted document intake and data extraction
• Automated tax return preparation workflows
• Built in review checks to flag possible errors before filing
• Centralized view of client returns and status
• Designed for CPA firms, EA practices and accounting teams
• Onboarding support for firm staff

Why firms evaluate UpTax:
Less time on manual entry means preparers and reviewers can spend more time on advisory work and complex returns.

Website: https://uptax.ai
Phone: +1-872-484-7656
Email: hello@uptax.ai

Serving CPA firms across the USA.