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 is 0.00 USD per free and includes one federal return yearly, five document uploads, basic AI assistance, and community support. Plus costs 15.00 USD per once per filing year. Practice costs 49.00 USD per 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 is for
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 is good
- 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
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.
Taxation.ai plans and pricing
All plansCompared on AI tax software
- Free plan
- Yes
- Paid from
- 15 one-time
- Taxpayer types
- both
- AI tax guidance
- Yes
- Document import
- Yes
- Deduction finding
- Yes
- Expert review
- Yes
- Filing support
- both
