For US accounting and tax firms
Your tax season. Your QuickBooks reviews. One platform.
See where every return stands and who owns it, and let AI prepare every QuickBooks close for your review. AI does the groundwork; your team makes the calls.
Tax season
| Client / return | Status | Owner |
|---|---|---|
| Demo Industries Inc.1120 | Not in yet | AB |
| Demo Holding LLC1065 | Extension | CD |
| Demo Individual1040 | Filed | EF |
| Demo Services Inc.1120-S | Complete | AB |
Scroll the table horizontally if needed.
Two jobs, one client, too many spreadsheets.
In tax season, a job marked "waiting" doesn't say what it's waiting for. At every close, the review binder gets rebuilt and the reviewer redoes the math. And nobody sees both sides of the same client at once.
Tax Workflow
Know where every return stands.
Each job carries its form, its checklist by phase, the items blocking it and the people assigned to it, from the first document to e-file. Estimated payments, recurring filings and your team's time sit in the same place.
- Stop chasing status in team meetings.
- Keep every extension and estimated payment in view.
- Spot jobs running over budget while there's still time to act.
Job checklist
- Job assignedCD
- Documents received
- Schedule K-1 missingBlocking
E-filed in your tax software
Cash · operating account
Demo Industries Inc. · September 2026
- QuickBooks balance
- $48,250.00
- Supported balance
- $48,250.00
- Difference
- $0.00
AI prepares. Accountant decides.
Close Review
AI prepares the close. Your reviewer signs off.
TAXFINAI pulls the books from QuickBooks Online and prepares the whole close, cycle by cycle: each balance justified, each difference qualified, the commentary written. Your reviewer checks the file, edits what needs editing and signs off. Prefer to keep AI as an assistant? That mode is there too.
- Your reviewers review. They no longer prepare.
- Catch differences before the file reaches the partner.
- Hand over a clean Excel workpaper at every close.
Shaped on real engagements, including US subsidiaries of foreign groups.
TAXFINAI was designed on returns and closes for US companies with foreign parents: Form 5472 and 5471 work, intercompany balances, accounts in several currencies. That's where the demanding cases are, and that's where the product took shape.
International engagementsAI that runs in the US and keeps nothing.
AI processing runs in the US only, with no data retention and no model training, under our AI provider's written commitment. And nothing the AI prepares is final until a professional approves it.
Security and trustHow your firm works with TAXFINAI.
Monday meeting
Open jobs, blockers and upcoming deadlines in one view. A missing K-1 shows up as a blocking item on the job, with the people assigned to it, so the meeting ends with decisions, not questions.
During the week
Each person works on their own jobs and logs their time. Managers see who is on what, and work in progress against budget.
At close
AI prepares the QuickBooks close, your reviewer approves it, and the Excel workpaper is ready to hand over.
Start with a demo on a case like yours.
We walk through Tax Workflow, Close Review or both, on sample data. Firms that fit join our pilot program, with hands-on onboarding and a direct line to the product team.
Request a demoQuestions firms ask us.
What does TAXFINAI replace?
The spreadsheets you use to run tax season and the Excel binders you rebuild at every close. Your tax software and QuickBooks Online stay where they are.
Does it work with our tax software?
It works alongside it. You prepare and e-file in your usual software; TAXFINAI tracks every step, from documents received to e-filed.
Can we start with just one of the two workspaces?
Yes. Tax Workflow and Close Review are separate workspaces: start with the one you need. Together, they show both sides of the same client.
How do we get started?
Connect QuickBooks Online, import your jobs from a CSV file and invite your team. Pilot firms are set up with us, step by step.
How much does it cost?
Pricing is set with our pilot firms. Request a demo and we'll talk about what fits your firm.
Is client data safe with the AI?
AI processing runs in the US only, with no retention and no model training, under our provider's written commitment. Only approved models are used, and nothing the AI prepares is final until a professional approves it.
Who makes the decisions?
Your team. AI prepares: the whole close in autonomous mode, the analysis and commentary in assisted mode. A file is only approved once a member of your firm has reviewed it. AI prepares. Accountant decides.
Which languages does the interface support?
English and French, set by each user.
See it on a case like yours.
A walkthrough of Tax Workflow, Close Review or both, on sample data.
Request a demo
The balance agrees to the bank statement. No unreconciled difference.