UpTax Information

UpTax is an AI-powered tax preparation platform designed for modern CPA firms, EA firms, tax practices, accounting firms and bookkeeping organizations. The platform automates document processing, data extraction, reconciliation and draft return preparation, enabling firms to increase productivity while maintaining professional oversight and accountability. Key Features: • AI-powered tax preparation • Document intelligence • Prior-year differencing • Human-in-the-loop review • Explainable calculations • Built-in firm workflows • Multi-entity support • Source-linked audit trails • Security-focused infrastructure UpTax combines document intelligence with workflow controls, auditability and review processes that tax professionals require.