UpTax: Tax Preparation Automation for CPA Firms

UpTax provides tax preparation automation for CPA firms that want to move returns through the office faster, with fewer handoffs and less data entry. 

Features:

• Document intake and automated data capture from client files
• Workflow tracking from preparation through review
• Consistent processes across staff and seasons
• Support for CPA, EA, and accounting firm teams
• Available 24/7 online

Firms comparing tax preparation automation for CPA firms can request a walkthrough to see how the workflow fits their current process. Always confirm filing positions with a licensed professional and current IRS guidance.

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

Serving CPA firms across the USA.