UpTax

What UpTax is

UpTax is web-based AI tax preparation software for U.S. CPA, EA, tax, and accounting firms, as well as bookkeeping practices and family offices. It reads client documents, reconciles figures, and drafts returns for review. Supported forms include 1040, 1065, 1120, 1120S, 1041, and 990, with matching state filings across all 50 states. Firms can provide W-2s, 1099s, K-1s, brokerage statements, trial balances, and prior-year returns, including scans and photos. Figures link to their source documents, calculations, and reasoning, while prior-year comparisons flag unexpected changes. Returns move through preparer, reviewer, and partner workflows with statuses, notes, and an audit trail. A licensed professional at the firm must review and approve every return before filing; the AI does not file independently. The homepage says approved returns are e-filed to the IRS and states, with acknowledgements tracked to acceptance. UpTax states that data is encrypted in transit and at rest, firm data is isolated, and client data is not used to train shared models. The site offers a free trial and says the first two returns are free with no upfront commitment; paid pricing is available on request. A demo is offered with a workflow walkthrough, security Q&A, and rollout plan sized to return volume.