Put your tax workflow on autopilot
Research, calculate, and document complex tax issues in one secure workspace built for CPAs and tax professionals.
Fewer keystrokes, more professional judgment
We built TaxPro Interactive AI to handle the heavy lifting so you can focus on the work that matters.
Research
Get cited answers on complex federal and state tax issues without wading through duplicate memos.
Planning
Model client scenarios and compare strategies for entities, estates, and real estate transactions.
Review
Upload documents and financials for structured analysis that surfaces risks and opportunities.
Calculations
Run basis, depreciation, and fixed asset calculations with workpapers that hold up to review.
Workpapers
Generate technical explanations and supporting documentation from source materials automatically.
Deliverables
Turn analysis into clear, actionable recommendations you can adapt and present with confidence.
Get the plan that fits your firm and your workload
Every plan covers the core research, planning, and review features. Pick the tier that matches the size and volume of your practice.
Essentials
$79
monthlyFor solo CPAs who need reliable research and planning support without the extras.
Tax research tool
Basic scenario analysis
Document review
Standard workpapers
Email support
Professional
$149
monthlyFor growing firms that need advanced planning, calculations, and more thorough workpapers.
Everything in Essentials
Advanced tax planning
Full workpaper generation
State tax coverage
Priority support
Enterprise
Custom
annualFor firms and practices that need dedicated onboarding, integrations, and top-tier support.
Everything in Professional
Custom integrations
Workflow automation
Dedicated onboarding
Priority SLA
Answers on support and setup
Quick answers on how TaxPro Interactive supports your team.
How does technical support work?
Our support team helps with setup, platform questions, and troubleshooting. Reach out by email or phone, and we'll respond during business hours to keep your work moving.
Can the platform handle complex tax research?
Yes. TaxPro Interactive handles federal and state tax questions across entities, from corporations to estates, with calculations and workpapers that support your conclusions.
Is my client data secure?
Security is built into the platform. Your client information stays protected within a secure workspace, and you control access and usage.
Do I need training to use the platform?
No. The platform is designed for tax professionals, so the workflow feels familiar. If you need help, our team walks you through setup and best practices.
How does the platform support professional judgment?
The platform provides analysis, workpapers, and recommendations, but you stay in control. You review everything and make final calls for your clients.
What if I need help during a project?
You can reach out to our support team with any questions. We're here to help you with technical issues or platform guidance as you work.
Still have questions?
Contact our team for help with setup, support, or platform questions.
What could your team achieve with 10 hours back each week?
See how TaxPro Interactive AI fits your workflow in a personalized demo. You pick the topics, we show the workpapers.