Bring TaxSmart AI to Your Firm
Automate Tax Credit Discovery and Client Reporting Under One Dashboard
We’re building the future of tax technology for accountants.
Manage all your clients, automate credit analysis, and deliver AI-generated IRS-ready reports, all under your own white-labeled platform.
Branded Reports. Built-In Trust.
Deliver AI-powered tax strategy under your firm’s name. No third-party confusion.
One Dashboard. Full Oversight.
Manage clients, credits, and reporting from one secure, easy-to-use dashboard.
IRS-Ready Docs. Zero Manual Work.
Auto-generate compliant reports for R&D, Energy, and Cost Segregation credits.
Flat Pricing. Full Profit Retention.
No commissions or revenue share. You retain 100% of your advisory value.
The Future of Tax Advisory Is Here — And It’s Built for Accountants
TaxSmart AI is transforming how firms identify and document tax credit opportunities. Our platform is trained on federal and state tax law, CPA workflows, and IRS documentation standards to help accountants:
Identify hidden credits across R&D, Energy, Cost Segregation, and more
Generate IRS-compliant reports for each client automatically
Streamline documentation and eliminate time-consuming surveys
Keep clients engaged year-round with real-time tax planning insights
All Clients. All Credits. One Branded Command Center.
In Q1 2026, we’re launching CPA Dashboards, giving accounting professionals complete visibility and control over all client accounts from one secure interface.
With the TaxSmart AI Accountant Dashboard, you’ll be able to:
Centralize all client activity: view progress, reports, and tax credit estimates instantly.
White-label the platform with your firm’s name, logo, and branding.
Invite your team members to collaborate and track client updates in real time.
Receive alerts and summaries when clients complete credit surveys or generate new reports.
Export IRS-ready documentation instantly — no back-and-forth or manual formatting.
No more juggling spreadsheets or outside consultants — TaxSmart AI becomes your internal AI tax team.
Why CPAs are Partnering with TaxSmart AI
Your clients deserve better than waiting for third-party consultants. And your firm deserves the technology to deliver that value efficiently and profitably.
Traditional Consulting Process
Separate files and systems per client
Weeks of manual analysis
No brand control
Consultants charge 20%+ of client refund
Scattered communication and file storage
No scalable client education tools
TaxSmart AI for Accountants
One dashboard for all clients
Instant AI-generated reports
Branded white-label access
Flat pricing, no revenue share loss
Secure, compliant cloud data
Built-in education for clients
Who This Is Perfect For
If your firm helps clients grow, we’ll help you turn that into quantifiable tax savings.
CPAs & accounting firms
managing small to mid-sized businesses
Tax strategists & fractional CFOs
offering advanced planning services
Financial advisory firms
expanding into proactive tax optimization
Multi-location accounting teams
looking to standardize processes and reporting
Your tax tech edge is about to level up.
The Smarter Way To Plan Taxes
TaxSmart AI
Designed to think like a billionaire's tax team.
Early firms joining the waitlist will have first access to the platform, input on feature development, and exclusive partner pricing for their client base.
What’s Coming in Q1 2026
Complete Smart AI Tax System
Multi-client management view
performance analytics
White-label account branding
sub-account access
AI-powered client categorization by tax credit eligibility
Report exports for R&D, Energy, and Cost Segregation studies
Role-based permissions for firm admins, partners, and staff
Affiliate and referral tracking for client acquisition programs
"This year I owed $130K and only ended up paying $500 thanks to TaxSmart AI."
$129,500 SAVINGS
SHAPE THE FUTURE OF YOUR INDUSTRY.
How to Join the Waitlist and Demo Program
01. BOOK A DEMO CALL WITH OUR TEAM.
We’ll review how TaxSmart AI can integrate into your firm’s client workflow.
02. Get Added to the CPA Dashboard Waitlist.
Receive early updates and private beta access.
03. DISCUSS WHITE-LABEL OPTIONS.
Tailor the experience to match your firm’s brand and client presentation.
Empower your firm. Educate your clients. Automate the future of tax strategy.
Be the First to Bring AI Tax Automation to Your Firm
TaxSmart AI for Accountants launches in Q1 2026 — and early partners will help shape the platform.
Advanced tax strategy, automated. Built for founders, trusted by CPAs.
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Disclaimer: TaxSmart AI is an educational technology platform, not a certified public accounting firm or a substitute for professional tax advice. The information, insights, and reports generated by this software are for educational and informational purposes only and are not intended to provide tax, legal, or financial guidance. All calculations, analyses, and recommendations should be reviewed and approved by your licensed CPA or tax professional prior to being used in any tax filing or financial decision. TaxSmart AI does not guarantee eligibility for any specific credit or refund, and assumes no responsibility for the accuracy of user-submitted data or filing outcomes.
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