The first agentic CRM built specifically for tax professionals. Automate document collection, accounts receivable, and bookkeeping — so you can focus on the work that actually bills.
Practice dashboard
Your AI agents, working in the background
The problem
During tax season, you spend more time asking clients for missing W-2s and unpaid invoices than you do preparing returns. Tax Practice AI changes the formula. Our AI agents handle the nagging, the chasing, and the organizing.
Features
Autonomous A/R reminders
Smart A/R automation tracks pending invoices and handles the follow-ups. Set your aggression level and let the system send the emails and make the calls.
AI document triage
Stop opening client folders only to realize they are missing half their forms. Our proprietary AI (Carol) scans uploads, identifies what's missing, and scores readiness before you ever look at the file.
1-click AI categorization
Cleaning up client books shouldn't take all day. Our AI engine instantly analyzes uncategorized transactions and predicts the right tax categories. Review and approve in bulk with one click.
Our philosophy
We don't believe in AI that works in a black box. Tax Practice AI operates on a "Human-in-the-Loop" philosophy. The AI does the heavy lifting — drafting emails, analyzing documents, checking balances — but you always have the final say. It's your firm, elevated.
From the founders
Tax Practice AI wasn't built by Silicon Valley engineers guessing what accountants need. It was built inside a high-volume tax prep office to solve real operational bottlenecks.
It works because we use it ourselves.
Stop drowning in admin work this tax season. See what a fully automated tax practice looks like.
Early access. No credit card required.