The AI Tax Assistant for CPAs, EAs, and Tax Firms
Upload a return and surface risks in seconds. Draft client emails, generate organizers, run multi-year projections, research thorny issues, and produce clean reports, all from one AI workspace built around how tax pros actually work.
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- 6,000+
- tax pros onboard
- 500,000+
- questions answered
- $29/mo
- starting price
One workspace for every tax workflow
Ask in plain English. TaxBase reads the return, reasons through the rules, and returns work you can actually send to a client.
Review this Schedule C for missing deductions and audit-risk flags.
Confirm the QBI deduction is calculated correctly for this return.
Check state apportionment for a client operating in three states.
Generate a plain-English client summary of this year's 1040.
Everything your firm does, with an AI co-pilot
Purpose-built workflows that cover prep, review, planning, research, and client communication.
Tax Return Review Engine
Detect errors and risks before you file.
Learn more→1040 & Corporate Summaries
Turn any return into a client-ready narrative.
Learn more→Client Tax Organizer
Personalized organizers that ask only what's relevant.
Learn more→Draft Client Email Reply
Accurate, on-brand client replies in seconds.
Learn more→Tax Research
Reasoned answers with IRS and state citations.
Learn more→Tax Plan Generator
Proactive, multi-strategy plans per client.
Learn more→Tax Projections
Current- and future-year scenarios, side by side.
Learn more→Entity Selection Wizard
Compare entity outcomes with the numbers.
Learn more→Tax Software Import Assistant
Bring in data without manual re-entry.
Learn more→Social Media Calendar
On-brand content planned for you.
Learn more→Tax Law Content
Accurate explainers your clients can read.
Learn more→Value all year, not just in April
TaxBase earns its keep through busy season and powers advisory work the rest of the year.
During Tax Season
- Speed through return prep with AI-assisted data entry
- Run a second-set-of-eyes review on every return
- Draft client emails and follow-ups in seconds
- Generate organizers tailored to each client
After Tax Season
- Research IRS notices and build response strategies
- Deliver proactive, multi-year tax plans
- Advise on entity selection and restructuring
- Run projections so clients have no surprises
Give every return a smarter second look
Start free, no credit card required. Plans from $29/mo.