TaxAssistIQ — You Make the Call. We Build the Case.

Tax preparation hasn't changed.
The way information moves has.

A client texts a photo of their W-2 from the car. Three 1099s arrive as email attachments over six weeks. A K-1 shows up the day before the deadline. Your staff spends more time assembling the picture than analyzing it — and the eight tools you bought to help don't talk to each other.

Your team chases, not advises

69% of firms report significant delays in document collection. Your staff sends reminders, follows up, re-requests — across text, email, portal, and fax. That's not advisory work. That's babysitting a process that should run itself.

69% of firms face document collection delays

Cloud means giving up control

Every AI tax tool asks you to upload client data to their servers. Their security. Their retention policies. Their compliance posture. You're the one advising clients on data protection — and then handing their SSNs to a vendor you can't audit.

SSNs, names, addresses exposed to their cloud

Clients want to comply but can't

They don't know tax forms by number. They don't know what's missing or why it matters. So they delay — and 64% of firms absorb the scope creep that follows.

64% of firms report managing scope creep from client delays

Eight tools. Zero visibility.

The average firm runs eight disconnected applications. Your staff loses four hours per week per employee switching between them. Only 27% of firms believe their tech stack aligns with their goals — despite 93% increasing their spend.

4 hrs/wk per employee lost to context switching

Built in the 90s. Priced for 2026.

Legacy tax software averages 3.3 out of 5 on integration capability. 61.5% of practitioners cite price as their primary complaint. Monolithic architectures designed for local servers, mystery calculations with no diagnostic trail, and interfaces that younger professionals describe as decades behind. TaxAssistIQ was built this year. Zero technical debt. Transparent reasoning on every position.

3.3/5 industry avg. integration rating

61.5% cite price as #1 software complaint

How It Works

SaaS gave you tools.
RaaS delivers outcomes.

Software as a Service Result as a Service

TaxAssistIQ isn't software you log into. It's an intelligence layer that delivers outcomes. Your clients interact with conversational AI that guides them to compliance. You receive organized, verified, confidence-scored tax data ready for your review. The AI does the work. You make the decisions.

1

Client submits, AI guides

Your client uploads documents or enters data in any order. The AI immediately identifies what was sent, what's missing, and explains why it matters — in language they understand.

"Your W-2 from Acme Corporation has been received. We can see wages and withholding. Next, if you received any 1099 forms from your bank or brokerage, those would help complete the picture."

2

AI analyzes, scores, organizes

Frontier AI models assess every document for completeness, accuracy, and tax implications. Confidence scores across four dimensions tell you exactly how much you can trust each data point.

Extraction confidence 0.94

3

CPA reviews, decides, acts

You see a data-forward dashboard with every position analyzed, every gap identified, and every recommendation sourced. Review what matters. Auto-approve what you trust. Export when ready.

3 items flagged for review. 12 positions verified. No gaps detected in 8 of 11 clients.

For CPAs

Your expertise applied where it matters

TaxAssistIQ handles the collection, organization, and initial analysis. You handle the judgment. The system never auto-promotes its own authority — you control exactly when and what to trust.

Review everything on day one

73.9% of firms want a centralized dashboard with real-time visibility. This is it. Start with full review of every position. As you build trust, set auto-approve thresholds at your own pace. Exception-based review — on your terms.

Confidence scores, not black boxes

Legacy software reaches results through mystery calculations with no diagnostic trail. TaxAssistIQ scores every data point across four dimensions — extraction, matching, analysis, compliance. No guessing what the AI did.

The research is already done

New legislation creates guidance gaps that leave firms advising on uncertain rules. Revenue rulings, IRS publications, carryforward rules, multi-state nuances — the deep-cut research your senior staff used to spend hours on arrives already found, cited, and assessed.

Export-ready output

MeF XML for e-filing. Branded PDF review packets for your records. Form-fill PDFs for federal and state returns. FDX 6.0 JSON for interoperability. Your data, your formats — not locked behind an export paywall.

Scales with your firm

Role-based access for your staff. Invitation-only onboarding. Configurable privileges so preparers see what they need, and settings stay where they belong — with the admin. No per-seat pricing games.

One system. One security posture.

Every tool in your stack is another vulnerability to manage, another vendor to vet, another line in your WISP. TaxAssistIQ consolidates intake, processing, review, and export into a single system on dedicated infrastructure. One security boundary. One compliance story.

CPA Dashboard

Review Queue 3 flagged

Campbell, R. — 1099-B missing cost basis 0.62

Martinez, J. — K-1 partnership allocation 0.78

Chen, W. — HSA excess contribution 0.71

Auto-approved today 24 positions

Client documents received 47 / 52

TaxAssistIQ Online

Your W-2 from Acme Corporation has been received. Wages and withholding look complete.

Did you receive any 1099 forms from a bank or brokerage this year? Even a small interest statement counts.

I think I got something from Fidelity but I'm not sure what it is

That's likely a 1099 consolidated statement. You can upload a photo or PDF of it — I'll identify the form type and extract what's needed.

Type a message...

Your progress 68%

2 items remaining to complete your filing

For Your Clients

Compliance without the chase

Your clients don't need to understand tax forms. They need to feel confident they're doing the right thing. TaxAssistIQ's conversational AI guides them through document submission naturally — no wrong order, no jargon, no dead ends.

Conversational, not transactional

The AI explains what's needed and why in plain language. Your clients feel guided, not interrogated. They submit a W-2 and immediately see progress.

Real-time progress they can see

Clients see their completion percentage update as they submit. They know exactly where they stand and what's left. No uncertainty, no anxiety.

No CPA intervention required

The AI handles the back-and-forth. Your clients reach compliance autonomously. Your staff only steps in when professional judgment is needed.

Security Architecture

Your data. Your infrastructure. Your control.

You're right to worry about sending client data to AI models. That's why we don't. TaxAssistIQ runs a 7-stage privacy pipeline on your infrastructure that detects and strips all personally identifiable information before any data reaches a frontier AI model. The AI gets the tax problem. It never gets the person.

Dedicated Infrastructure

Documents are ingested, OCR'd, classified, and encrypted on your infrastructure. PII never leaves your environment unredacted.

PII-Stripped Before AI Sees It

Before any data reaches a frontier AI model, a 7-stage privacy pipeline strips all personally identifiable information — names, SSNs, addresses, account numbers. The AI reasons on clean, structured data. It never knows who your clients are.

AES-256 Encryption at Rest

Every document is encrypted before storage. The vault is yours. No shared infrastructure, no multi-tenant databases, no co-mingled data.

Single-Tenant Architecture

Your instance is yours alone. Not a row in someone else's database — a dedicated server with its own database, its own encryption vault, its own ingestion pipeline. No data co-mingling. Ever.

Three-Layer Privacy Architecture

LAYER 1 — CENTRAL HUB

taxassistiq.com

Marketing, firm routing, license management. Contains zero client tax data.

LAYER 2 — FIRM INSTANCE

Your hardware

Full stack runs locally. Ingestion, OCR, encryption, database, CPA dashboard, client portal. Everything stays here.

LAYER 3 — FRONTIER AI

Model-agnostic

Claude, GPT, or Gemini. Receives only PII-stripped, structured data — never names, SSNs, or addresses. Returns tax reasoning, research, and confidence scores.

Why Now

The profession is moving.
Your software isn't.

93% of firms increased their technology spend last year. Only 27% believe it's aligned with their goals. The gap between what firms are paying for and what they actually need has never been wider.

The profession is asking for AI that handles multi-step workflows — not bolt-on features stapled to legacy architectures. New legislation creates guidance gaps that make AI-assisted research a necessity, not a luxury. And the talent pipeline is shrinking — firms need to do more with fewer people. TaxAssistIQ was built for this moment. Not adapted from decade-old code. A new system designed for how tax practice actually works in 2026.

0

of firms face document collection delays

0

average disconnected tools per firm

4 hrs

per week per employee lost to context switching

$76K

annual revenue leakage from unbilled work

0

want a centralized dashboard

Early Access

Stop chasing documents. Stop switching tools. Stop guessing what the AI did.

TaxAssistIQ is in early production with select CPA firms. One system that handles intake, analysis, review, and export — on dedicated infrastructure you control. If you're tired of stitching together eight tools that weren't built to work together, we should talk.

No commitment. No demo deck. We'll have a real conversation about whether TaxAssistIQ fits how your firm works.

Your clients' tax data. Your infrastructure. Your rules.

Tax preparation hasn't changed.The way information moves has.