Sarah Mitchell
Mitchell & Associates Tax Solutions
Used by leading US accounting firms
The problem
Requirements and deadlines are unclear, providers lack transparency, and compliance is fragmented across borders.
Traditional tax preparing is inefficient and requires hours of tedious manual labor
Spending hours collecting, reviewing and chasing data
Endless email exchanges, only to realize you're still missing data
Copy pasting disorganized and unstructured client data
Extracting info from corporate docs, tax returns, and PDF bank statements
Manual bookkeeping and tax preparation tasks
Manual bookkeeping and copy pasting from spreadsheets to a tax software
The solution
Automate your tax preparation workflows and eliminate tedious tasks
Step 1
Automate Client Onboarding
Automate the creation and management of engagement letters, making client onboarding faster and hassle-free.
Step 2
Automate Data Collection, Review and Extraction
Use our integrated tools to collect and structure client data seamlessly, reducing manual effort and errors. The system will automatically review the data and notify the client if any essential information is missing.
Step 3
Automate Bookkeeping and Tax Preparation
Accurately categorize, reconcile transactions automatically, and generate financial statements for tax preparation. Streamline tax form completion and filing with your AI Tax Preparer, ensuring accuracy and efficiency.
Step 4
Automate Signature Collection, E-filing, Updating Systems
Automatically collect signatures after the tax return has been reviewed and approved, e-file it with the IRS, then upload proof of completion to the client's folder and send them a notification.
Empower your firm with AI-powered assistance
Leverage our specialized AI agent to streamline client communications, file management, and other tax preparation tasks, making your firm more efficient and responsive.
AI Tax Admin at Your Service
Get support with client communications, document reviewing and management, all handled seamlessly by your AI Tax Admin.
Testimonials
Customer testimonials
What our clients say about their journey with us
“Taxflow has transformed how we handle tax returns. The AI does all the heavy lifting, but we still review the work to ensure everything is accurate and under control. It’s like having an offshore team, but with more efficiency and precision.”
“Taxflow AI automates the heavy lifting, but what we love is that we still review everything, so we’re always in control. It’s efficient, accurate, and keeps us involved in the process, unlike outsourcing”
— Emily Lawson, Managing Partner at Lawson & Green Tax Advisors
"Tax season used to be a stressful scramble to get everything done on time. With TaxFlow, we’ve automated the most time-consuming tasks like chasing clients, allowing us to meet deadlines with ease and focus on delivering value to our clients."
— Michael Reed, Senior Partner at Reed & Associates CPAs
Frequently Asked Questions
Get answers to the most common questions about taxflow and how it can streamline your accounting processes.
What is taxflow, and how can it benefit my accounting firm?
Taxflow is an AI-powered tax preparation tool designed to streamline tax return workflows for accounting firms. Instead of relying on manual processes or outsourcing to offshore professionals, Taxflow automates tasks like data collection, document generation, and tax return preparation. This allows your firm to focus on higher-value tasks while reducing the time, cost, and errors associated with traditional tax preparation methods. Taxflow’s AI handles the heavy lifting, but you still maintain control by reviewing and approving all returns before they’re filed, ensuring accuracy and compliance. This combination of efficiency and oversight can help your firm scale without increasing overhead.
How does taxflow improve efficiency during tax season?
Taxflow automates repetitive tasks such as data collection, transaction categorization, and tax form preparation. This automation allows your firm to meet deadlines more easily, reducing stress and enabling your team to focus on high-value tasks.
Is taxflow secure for managing sensitive client information?
Absolutely. Taxflow uses advanced encryption and security protocols to ensure that all client data is protected. Your firm’s data integrity and security are our top priorities.
How does taxflow handle client data?
Taxflow automates the collection, organization, and management of client data. It ensures that all data is securely stored, easily accessible, and automatically updated, reducing the chances of errors and saving time.
How does taxflow's pricing work?
Taxflow operates on a straightforward, fixed-price model. You are charged a set fee for each completed tax return, meaning you only pay when the work is done. This eliminates the uncertainty of hourly rates or hidden costs and helps you better manage your firm's expenses during tax season. Our fixed pricing ensures transparency and predictability, allowing you to scale your operations confidently without worrying about fluctuating costs.
Can taxflow integrate with other accounting software?
Yes, taxflow is designed to seamlessly integrate with popular accounting software such as QuickBooks, Xero, and others like the Microsoft 365 suite. This allows you to maintain your existing workflows while enhancing them with TaxFlow’s automation capabilities.
How quickly can I implement taxflow in my firm?
Implementation of taxflow is quick and straightforward. Our team provides onboarding assistance to help you get set up, and most firms can fully integrate the platform within a few days.
AI tax preparation tool for tax firms in the US.
Reduce your manual labor and empower your firm with AI assistance.
