UpTax is an AI-powered tax preparation platform built exclusively for U.S. CPA, EA, tax, accounting, bookkeeping, and family office firms.
Our platform automates the preparation of 1040, 1065, 1120, 1120S, 1041, and 990 returns — reading source documents, drafting source-linked returns, and routing them through your firm's review workflow.
A licensed professional's sign-off is always required before filing, ensuring full compliance and accuracy.
✅ Automated prep for individual & business returns
✅ Document reading & source-linked drafting
✅ Built-in firm review & approval workflow
✅ SOC 2 Type II compliant — enterprise-grade security
✅ Designed for CPAs, EAs, bookkeepers & family offices
Save time this tax season without compromising on control or compliance.
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