Data entry by voice
Put the W-2, 1099 or K-1 on screen and say what you need. It opens the right form and types the figures in, the way a trained preparer would.
AI assistant for tax and accounting firms
Tell it what the return needs. Watch it get done.
TaxWork works beside your preparers. It sees the screen, listens, and does the data entry, the checking and the client emails inside the software you already use. You stay in charge of every return.
- Works in your existing software
- Nothing to integrate
- You review, sign and file
Inside your tax softwareYou sign every return
It uses the screen like a person does, so it is not tied to one vendor.
- ProSeriesIn use today
- QuickBooksNext
- LacerteNext
- DrakeNext
- UltraTaxNext
- ProConnectNext
A session
The preparer decides. TaxWork does.
Each brings what the other cannot: the preparer's judgement and the assistant's speed. This is what that looks like on one W-2.
EmployerNorthfield Supply Co.
1 Wages78,200.00
2 Federal tax withheld11,340.00
3 Social security wages84,200.00
4 Social security tax5,220.40
5 Medicare wages84,200.00
6 Medicare tax1,220.90
12a Code D6,000.00
15 StateIL
16 State wages78,200.00
17 State income tax3,870.90
11 of 11 fields match the document on screen
TaxWorkReady
Enter this W-2 for the taxpayer.
On it.
Entered and checked against the W-2. The 1095-A is still missing from the file.
Draft the client a note asking for it.
Email draft readySubject: One document still needed for your return
What it does
One assistant for the work around every return
Most of a preparer's day is typing, checking and chasing. That is the part TaxWork takes on.
Answers with sources
Ask a tax question in the middle of a return and get a short spoken answer, with the IRS page it came from.
Client emails while you work
Say who needs to hear what. A ready-to-send draft appears with your firm's signature, and you never leave the return.
Works your firm's way
Tell it once how you like things done. Standing instructions carry into every session, for every preparer.
Checks its own entriesIn development
After each form it reads back what it entered against the source document and tells you about any figure that does not match.
Return reviewIn development
A second look before you sign: differences against the source documents and last year's return, listed for you to clear.
How it works
Like a colleague looking over your shoulder
No portal to upload into and no new program to learn. It joins you in the software you already have open.
- 1
Share a screen
Pick the window or monitor with your tax software on it. A remote desktop works just as well.
- 2
Talk
Press Talk once and speak normally. There is no wake word and nothing to hold down. Interrupt it whenever you like.
- 3
Watch it work
It moves through the form while you look on. Correct it mid-task by speaking, and it adjusts without starting over.
Control
You stay the preparer
An assistant is only useful if you can trust what it will and will not do. These are the rules it works under.
You choose how much it does
Off: it looks and advises only. Ask first: it shows each step and waits for your approval. On: it acts on your instructions.
Stops the moment you say so
Say stop, press the hotkey, or simply move your mouse. Control is back with you immediately.
Signing and filing stay with you
It asks before anything that sends, submits or deletes. Signatures and e-filing remain with your licensed staff.
No passwords
It does not type passwords or sign in to anything on your behalf.
Sees only what you share
One window or one screen, chosen by you, and the microphone only while Talk is on.
A record of every session
What was said and what was done is written to a session log on your own computer.
Why TaxWork
Built inside a working tax firm
General AI tools can click around a screen. They do not know where a K-1 goes, which state line needs a second look, or what a preparer means by "carry it forward."
TaxWork was built by people who prepare returns for a living and use it on their own clients' work. Our job is the part the big AI companies will not do for you: making it dependable in the programs tax firms run, season after season.
The standard we hold it to
- Each tax program is taught form by form, then tested on practice returns with known answers.
- Every program is re-tested when the new tax-year version ships, before your season starts.
- Corrections from real preparers go back into the product, so the same mistake is not made twice.
- In season you reach a person who knows tax, not a ticket queue.
Questions
What firms ask first
Does TaxWork replace my tax software?
No. Your tax software still does every calculation, diagnostic and e-file. TaxWork operates that software the way a preparer would, by reading the screen and typing, so nothing about your existing setup changes.
Does it prepare the return on its own?
No. It works with a preparer in the room. You tell it what to enter or check, you watch it work, and you can stop or correct it at any moment. Your firm remains the preparer of record, and TaxWork never signs or files anything.
Which programs does it work with?
It is in use with ProSeries today, at the firm that built it. Because it works through the screen, it is not locked to one vendor. Lacerte, Drake, UltraTax, ProConnect and QuickBooks are next, and we add each one only after testing it form by form.
We run our tax software on a remote desktop. Does that work?
Yes. That is how it was first used. If you can see the program on your screen, TaxWork can work in it.
What does it see and hear?
Only the screen or window you choose to share, and your microphone while Talk is on. You can mute it by voice or with one click.
How is client data handled?
Screens and speech are processed by AI providers in order to work. We give early-access firms the full detail in writing before they start: which providers, what is retained and for how long, and the client consent wording we suggest. We would rather tell you exactly than hand you a badge.
How is it priced?
Per preparer, per month, with usage for a normal season included. Early-access firms get founding pricing, which we confirm before you commit to anything.
When can we start?
We are taking on a small group of firms first so that each one gets proper setup and support. Request early access and we will be in touch about timing.
Early access
Bring TaxWork into your firm
We are starting with a small group of firms so each one gets proper setup and a direct line to us through the season.
- Setup with your tax software and your way of working
- Founding pricing, per preparer
- A say in which programs and forms come next