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UpTax

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What UpTax is

UpTax is AI tax preparation software for U.S. CPA and accounting firms. It reads client documents, reconciles figures, and drafts returns for review; a licensed professional at the firm must approve each return before filing. It prepares Forms 1040, 1065, 1120, 1120S, 1041, and 990, with matching state filings across all 50 states. Firms can provide W-2s, 1099s, K-1s, brokerage statements, trial balances, and prior-year returns, including scans and photos. Return figures link to source documents, calculations, and reasoning, and the software can compare results with the prior year to flag unexpected changes. Its workflow routes returns through preparer, reviewer, and partner stages, with statuses, notes, and an audit trail. The homepage says approved returns are e-filed to the IRS and states, with acknowledgements tracked to acceptance; the AI does not file independently. UpTax is web-based, has a free trial, and paid pricing is available on request. The company states that data is encrypted in transit and at rest, firm data is isolated, and shared models are not trained on client data.

Who it suits

UpTax is aimed at CPA, EA, tax, and accounting firms, as well as bookkeeping practices and family offices. It suits teams that want document-based return drafts with professional review and approval before filing.

What it does well

  • Prepares six listed federal return types.
  • Links return figures to source documents and calculations.
  • Flags unexpected changes from the prior year.
  • Tracks review stages, notes, and an audit trail.
  • Includes a free trial.

What to know first

  • Paid pricing is available on request.
  • A licensed professional must review and approve each return.

Getting started

  1. Visit https://uptax.ai/.
  2. Request a free trial or a demo through the About page.
  3. Use the demo's sample client file to see the review workflow.
  4. Provide client documents, including prior-year returns if available.
  5. Route drafted returns through preparer, reviewer, and partner review.
  6. Have a licensed professional approve returns before filing.

Verdict

UpTax combines document intake, return drafting, and staged professional review for firms preparing the listed returns. Firms should account for the required licensed-professional approval and request pricing for paid access.

Questions

What does UpTax cost?

UpTax is paid software, with pricing available on request.

Is there a free trial?

Yes, UpTax offers a free trial.

Which returns does it prepare?

It prepares Forms 1040, 1065, 1120, 1120S, 1041, and 990, with matching state filings across all 50 states.

Does UpTax file returns automatically?

No. A licensed professional at the firm reviews and approves every return before filing. The homepage says approved returns are e-filed to the IRS and states.

What platforms does UpTax support?

The listed platform is web.

Who founded UpTax?

The About page names Karan Malhotra, Deepak Malhotra, and Ashish Meena as co-founders.

Facts from UpTax's own pages

Client data
UpTax says firm data is isolated and client data is not used to train shared models. · uptax.ai, 9 Oct 2026
Company
The About page names Karan Malhotra, Deepak Malhotra, and Ashish Meena as co-founders; it does not state headquarters or a founding year. · uptax.ai, 4 Oct 2026
Company expertise
The About page says the team combines more than 30 years of U.S. tax experience with engineering expertise. · uptax.ai, 9 Oct 2026
Coverage
UpTax states that it supports U.S. federal returns and filings across all 50 states. · uptax.ai, 9 Oct 2026
Data use
UpTax says firm data is isolated and that it does not train shared models on client data. · uptax.ai, 4 Oct 2026
Demo and support
The About page offers a demo using the firm's sample client file, a review-workflow walkthrough, security Q&A, and a rollout plan sized to return volume. · uptax.ai, 4 Oct 2026
Document intake
It reads and classifies documents including W-2s, 1099s, K-1s, brokerage statements, and trial balances. · uptax.ai, 9 Oct 2026
E-filing
The homepage says approved returns are e-filed to the IRS and states, with acknowledgements tracked to acceptance. · uptax.ai, 4 Oct 2026
Free trial
The FAQ says the first two returns are free, with no upfront commitment, and invites firms to book a demo to get set up. · uptax.ai, 4 Oct 2026
Free use
The site says the first two returns are free, with no upfront commitment. · uptax.ai, 9 Oct 2026
Human approval
A licensed professional in the firm reviews and approves every return before filing; the AI does not file on its own. · uptax.ai, 4 Oct 2026
Intended users
The product is presented for CPA, EA, tax, and accounting firms, as well as bookkeeping practices and family offices. · uptax.ai, 4 Oct 2026
Prior-year checks
UpTax compares returns with the prior year and flags unexpected changes. · uptax.ai, 4 Oct 2026
Prior-year comparison
The platform compares a draft with the prior-year return and flags unexpected changes. · uptax.ai, 9 Oct 2026
Product
UpTax is AI tax preparation software built for CPA and accounting firms. · uptax.ai, 9 Oct 2026
Return types
It prepares drafts for Forms 1040, 1065, 1120, 1120S, 1041, and 990. · uptax.ai, 9 Oct 2026
Review workflow
A licensed professional reviews and approves every return before filing. · uptax.ai, 9 Oct 2026
Security
The site describes encryption in transit and at rest, least-privilege access, and a SOC 2 Type II control posture. · uptax.ai, 9 Oct 2026
Source links
Each return figure links to its source document, calculation, and reasoning. · uptax.ai, 4 Oct 2026
Support
The company offers a demo with a review-workflow walkthrough, security Q&A, and a rollout plan sized to the firm's return volume. · uptax.ai, 9 Oct 2026
Supported returns
It prepares Forms 1040, 1065, 1120, 1120S, 1041, and 990, with matching state filings across all 50 states. · uptax.ai, 4 Oct 2026
Traceability
Return figures link to their source documents, and actions are recorded in an audit trail. · uptax.ai, 9 Oct 2026
Who it serves
The site lists CPA, EA, tax, and accounting firms among its intended customers. · uptax.ai, 9 Oct 2026

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