AI tax co-pilot for research, writing, and document analysis
Agent Andrew: AI-powered audit and review tool
Client management tools
AI-powered chatbot integration
Tax research and memo drafting
Document analysis
Taxly.AI, CanTax.ai, CPA Pilot, UnitedTax.AI, TaxGenius, TaxGPT, Decode.tax are the best paid / free ai tax assist tools.






AI Tax Assist is an artificial intelligence-based system designed to help individuals and businesses with tax preparation and filing. It utilizes advanced machine learning algorithms to analyze financial data, identify deductions and credits, and generate accurate tax returns. The system aims to simplify the tax process, reduce errors, and ensure compliance with tax laws and regulations.
Core Features
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Price
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How to use
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TaxGPT | AI tax co-pilot for research, writing, and document analysis | Users can access TaxGPT by signing in and choosing a persona (Tax professional, Business, or Individual). Depending on the persona, users are guided through a series of questions regarding their location, company size (for businesses), and how they found the platform. Based on the responses, TaxGPT offers options such as scheduling a Google Meet for a product walkthrough or requesting a callback. Users can then provide their work email to proceed with either option. | |
CPA Pilot | AI-powered tax research |
CPA Pilot 20 (Monthly) $19/Per Month 20 messages/month, 7-Day Free Trial with 20 messages, Unlimited Devices, Rollover Messages, Annual Plan: 240 Messages Upfront
| Use CPA Pilot by asking questions related to tax law, client communication, or marketing. The AI will provide answers based on authoritative sources, draft emails, create marketing content, and offer training support. |
CanTax.ai | AI-powered tax advice | Select your province or territory and start a chat to get instant, AI-powered tax help. The AI provides personalized tax advice tailored to your unique financial needs. | |
UnitedTax.AI | AI-Assisted Tax Preparation |
Personal $250/base price For individuals & freelancers with single income sources. Includes accurate & fast filing, refund maximization, state + federal, support for W-2s, 1099s, and more, private client portal, and digital document storage.
| To use UnitedTax.AI, log in, answer a few simple questions, and securely upload your tax documents. The expert team will prepare your return, which you can then review, sign, and have e-filed. |
Taxly.AI | Automated tax filing | Sign up with Google, Apple, or email, verify your email, connect bank statements via Basiq, provide information about your work and expenses, and let Taxly.AI analyze your data to identify deductions and file your tax return. | |
TaxGenius | AI-powered tax question answering | Use the search bar to ask tax-related questions. TaxGenius provides AI-assisted answers and links to relevant IRS resources. | |
Decode.tax | Tax return analysis | Upload your U.S. tax return to the website. Decode.tax will analyze it and provide recommendations to lower your tax bill. |
Accounting firms integrate AI Tax Assist into their workflows to streamline tax preparation for clients.
Tax software providers license AI Tax Assist to enhance their products with intelligent data analysis and automated return generation.
Financial institutions offer AI Tax Assist as a value-added service to their customers, helping them save on tax preparation costs.
Users praise AI Tax Assist for its ease of use, time-saving capabilities, and ability to identify tax-saving opportunities. Some users note that the system can be intimidating for those not familiar with tax terminology, but the guided interface and help resources mitigate this issue. Overall, AI Tax Assist receives high marks for its accuracy, security, and convenience.
A freelancer uses AI Tax Assist to automatically import income and expense data from their banking and invoicing software, saving hours of manual data entry.
A small business owner uses AI Tax Assist to identify industry-specific deductions and credits, reducing their tax liability.
An individual with multiple income sources and investments uses AI Tax Assist to consolidate their financial data and generate an accurate tax return.
To use AI Tax Assist, users first connect their financial accounts, such as bank accounts, investment portfolios, and payroll systems. The AI system then imports and analyzes the data to identify relevant tax information. Users are guided through a series of questions to provide additional details and clarify any ambiguities. Once all necessary information is gathered, AI Tax Assist generates a complete tax return, which users can review, edit if needed, and submit electronically or print and mail.
Saves time and effort compared to manual tax preparation
Reduces the risk of errors and omissions
Identifies potential deductions and credits to maximize tax savings
Ensures compliance with the latest tax laws and regulations
Provides a user-friendly interface, making tax filing accessible to non-experts







































