Taxation.ai
What Taxation.ai is
Taxation.ai is AI-powered tax preparation software for individuals, freelancers, and firms. It extracts information from uploaded tax documents and maps fields to IRS form lines. Its assistant responds to natural-language tax questions with IRS publication citations and contextual guidance. The deduction engine checks more than 500 federal and state deductions and provides risk scores and IRS references. The maker says it supports IRS-authorized e-filing in all 50 states and DC, including pre-file validation and refund tracking. Investors can connect exchanges by API or upload CSV files; named platforms include Coinbase, Binance, and Robinhood among more than 100. Returns can also import client data from CSV or QuickBooks. The free plan costs nothing and includes one federal return yearly, five document uploads, basic AI assistance, and community support. Plus costs $15, paid once per filing year. Practice costs $49 a month, billed $490 annually. The security page says infrastructure is hosted in Germany and data is encrypted at rest and in transit. The privacy policy says relevant tax and financial data may be sent to OpenAI for AI processing and is not used to train its models.
Who it suits
Taxation.ai lists freelancers, small businesses, investors, international filers, tax professionals, real estate investors, high-net-worth individuals, and families among its use cases.
What it does well
- Maps extracted tax-document fields to IRS form lines
- Checks more than 500 federal and state deductions
- Supports e-filing across all 50 states and DC
- Imports client data from CSV or QuickBooks
- Free plan includes one federal return per year
What to know first
- Free plan limits users to five document uploads
- Free plan includes only one federal return per year
- Relevant tax and financial data may be sent to OpenAI
Limits
The Free plan includes one federal return per year and five document uploads, with a basic AI assistant and deduction finder. Plus costs $15, paid once per filing year and includes unlimited federal and state returns and unlimited document OCR.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Free | Free forever · 1 federal return per year · 5 document uploads · basic AI assistant and deduction finder · community support | Free |
| Plus | One-time per filing year · Unlimited federal and state returns · unlimited document OCR · all 50 state returns · priority email and chat support | $15, paid once |
| Practice | $490 billed annually (save 17%) · 5 team seats · branded client portal · CRM · analytics · review workflow · API access · dedicated account manager | $49 a month |
| Enterprise | Contact Sales · Unlimited team seats · SSO and SAML · on-premise deployment option · custom integrations and API · 99.99% uptime SLA | On request |
As taxation.ai lists them, read 30 Sept 2026. The maker's own page has the final word.
Getting started
- Open https://www.taxation.ai/.
- Choose the Free, Plus, Practice, or Enterprise plan.
- Use the web platform, API, or self-hosted option.
- Upload tax documents or import client data from CSV or QuickBooks.
- For investor data, connect an exchange through API or upload a CSV.
Verdict
Taxation.ai combines document extraction, deduction discovery, tax guidance, and e-filing support. Its free plan is limited in returns and uploads; the privacy policy also says relevant financial data may be sent to OpenAI for processing.
Questions
Is there a free plan?
Yes. Free costs nothing and includes one federal return per year, five document uploads, a basic AI assistant and deduction finder, and community support.
How much do the paid plans cost?
Plus is $15, paid once, billed one-time per filing year. Practice is $49 a month, billed $490 annually; Enterprise pricing is available by contacting sales.
Which platforms does Taxation.ai support?
The listed platforms are web, API, and self-hosted.
Can I import accounting or investment data?
Returns can import client data from CSV or QuickBooks. Investors can connect exchanges through API or upload CSVs; the maker names Coinbase, Binance, and Robinhood among 100+ platforms.
Who operates Taxation.ai?
Its privacy policy identifies Vaionex Corporation as the operator.
How is submitted data handled for AI processing?
The privacy policy says relevant tax and financial data may be sent to OpenAI for AI processing and is not used to train its models.
Facts from Taxation.ai's own pages
- Accounting imports
- The maker says returns can import client data from CSV or QuickBooks. · taxation.ai, 30 Sept 2026
- AI assistant
- Its assistant answers natural-language tax questions with IRS publication citations and context-aware guidance. · taxation.ai, 30 Sept 2026
- Compliance
- The security page says the company is working toward SOC 2 Type II certification, while the pricing page describes SOC 2 Type II as certified compliant. · taxation.ai, 30 Sept 2026
- Deduction discovery
- The deduction engine scans against more than 500 federal and state deductions and provides risk scores and IRS references. · taxation.ai, 30 Sept 2026
- Document extraction
- The product extracts fields from uploaded tax documents and maps them to IRS form lines. · taxation.ai, 30 Sept 2026
- E-filing
- The maker says it supports IRS-authorized e-filing across all 50 states and DC, with pre-file validation and refund tracking. · taxation.ai, 30 Sept 2026
- Headquarters
- Newark, Delaware, USA · taxation.ai, 23 Sept 2026
- Integrations
- The maker says crypto and stock investors can connect exchanges via API or upload CSVs, naming Coinbase, Binance, and Robinhood among 100+ platforms. · taxation.ai, 30 Sept 2026
- Privacy
- The privacy policy says Vaionex Corporation operates Taxation.ai and that relevant tax and financial data may be sent to OpenAI for AI processing and is not used to train its models. · taxation.ai, 30 Sept 2026
- Product
- Taxation.ai describes itself as AI-powered tax preparation software for individuals, freelancers, and firms. · taxation.ai, 30 Sept 2026
- Security
- The security page says data is encrypted at rest with AES-256 and in transit with TLS 1.2 or higher, and that infrastructure is hosted in Germany. · taxation.ai, 30 Sept 2026
- Support
- The Free plan includes community support, Plus includes priority email and chat support, and Practice includes a dedicated account manager. · taxation.ai, 30 Sept 2026
- Who it serves
- The maker lists freelancers, small businesses, crypto and stock investors, international filers, tax professionals, real estate investors, high-net-worth individuals, and families as use cases. · taxation.ai, 30 Sept 2026
Where Taxation.ai stands on Freedom251
- AI Tax Software#15 of 32