TaxBase
Built for Tax Professionals, by Tax Professionals
TaxBase is not a generic AI tool. It's a purpose-built AI workspace designed around how CPAs, EAs, and tax firms actually work.
Why TaxBase exists
Returns get more complex every year. Research eats hours. Reviews carry penalty risk. Generic AI tools fall short because they require constant prompting, produce inconsistent output, and don't understand the structure of a 1040, a workpaper, or a client organizer. We built TaxBase to close that gap.
- 3–8 hrs
- saved per preparer each week
- Purpose-built
- for tax work, not a generic chatbot
- Never trained
- on your client data
Our difference
Tax-trained workflows
Workflows shaped around the 1040, the workpaper, and the organizer - not a blank chat box.
CPA judgment at the center
The tool drafts and surfaces; the professional decides.
Professional-responsibility aware
Built with the standards tax pros are held to in mind.
Secure and private
Your client data is encrypted and never used to train models.
How we build
- 01
Automation, not replacement
Remove the busywork so professionals can do higher-value work.
- 02
CPA judgment first
Every output is a starting point you stay in control of.
- 03
Built for the real workflow
Designed around how firms actually move work through the door.
Security & compliance
SOC 2 aligned
Controls designed to align with SOC 2 standards.
Data encryption
Encrypted in transit and at rest.
No training on your data
Client data is never used to train AI models.
AICPA standards aware
Built with the standards tax pros follow in mind.
Start today
Give every return a smarter second look
Start free, no credit card required. Plans from $29/mo.