Tax intelligence that earns your trust

You review. You decide.
The rest is handled.

TaxAssistIQ collects your clients' documents, organizes the data, researches every position, and presents its work for your judgment. Day one, you review everything. Over time, it learns what you'd approve — and only brings you what needs your eye.

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Your staff chases documents.
Your tools don't talk to each other.

A K-1 arrives the day before the deadline. Three 1099s trickle in over six weeks. Your team spends more time assembling the picture than analyzing it — and the eight tools you bought to help don't share a single data point.

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 a process that should run itself.

69% of firms face document collection delays

Every AI tool wants your clients' data

Every AI tax product asks you to upload client data to their servers. Their security. Their retention policies. Their compliance posture. You advise clients on data protection — and then hand their SSNs to a vendor you can't audit.

48% of firms cite data sovereignty as their #1 concern

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 manage scope creep from client delays

Eight tools. Zero visibility.

The average firm runs eight disconnected applications. Your staff loses four hours per week switching between them. 73.9% of practitioners want a single dashboard with real-time visibility. They don't have one.

4 hrs/wk per employee lost to context switching

Your software was designed before AI existed

Legacy tax platforms were built for a different era — mystery calculations with no diagnostic trail, interfaces that haven't meaningfully changed in a decade, and now AI bolted onto architectures that were never designed for it. 61.5% of practitioners cite price as their primary complaint. They're paying more every year for software that can't do what comes next.

3.3/5 industry avg. integration rating
61.5% cite price as #1 software complaint

How It Works

Other tools make you do the work.
This one does it for you — and shows its reasoning.

TaxAssistIQ handles collection, organization, research, and initial analysis. You handle the judgment. Every step is transparent — you see exactly what the AI did, why it did it, and how confident it is.

1

Your client submits. AI guides.

Your client uploads documents or enters data in any order. The AI immediately identifies what was sent, what's still missing, and explains why it matters — in plain language, not form numbers.

"Your W-2 from Acme Corporation has been received. Wages and withholding look complete. If you received any statements from a bank or brokerage, those would help complete the picture."

2

AI researches, scores, organizes

The AI assesses every document, researches applicable rulings and IRS publications, and scores every data point for confidence — across extraction, matching, analysis, and compliance. No mystery calculations.

Extraction confidence 0.94
3

You see the work. You make the call.

Every position is analyzed, every gap identified, every recommendation sourced and cited. You review what matters, approve what you trust, and export when ready — MeF XML, branded PDFs, form-fill returns.

3 items need your review. 12 positions verified. Client documents 47 of 52 received.

How It Learns

Think of it like a new hire.
It earns responsibility over time.

You wouldn't hand a new associate unsupervised access on their first day. TaxAssistIQ works the same way. It starts by showing you everything. As you review and decide, it learns your standards. You choose when and where to give it more latitude.

Week One

See everything

Every position, every data point, every confidence score comes to you for review. Nothing is auto-approved. You see the full picture and make every decision.

W-2 wage extraction Review
Standard deduction calc Review
K-1 allocation Review

Month Two

Set your thresholds

You've reviewed hundreds of positions. The system knows which categories you always approve. Now you set thresholds — by return type, by confidence level, by dollar amount. Your rules, not the system's.

W-2 wage extraction Auto > 95%
Standard deduction calc Auto > 95%
K-1 allocation Always review

Tax Season

Focus on what matters

Routine work is handled. Your dashboard shows only the items that need professional judgment — the complex returns, the edge cases, the items below your confidence threshold. You can dial it back to full review anytime.

Auto-approved today 24 positions
Needs your judgment 3 items
Time saved this week ~6 hours

The system never promotes its own authority. It never moves from "review" to "auto-approve" on its own. You set every threshold. You control every boundary. And you can change your mind at any time.

For CPAs

Your expertise applied where it matters

TaxAssistIQ handles collection, organization, and initial analysis. You handle the judgment. The research arrives cited. The positions arrive scored. The gaps arrive identified. Your job is to decide — not to assemble.

The research is already done

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. You verify the conclusions, not hunt for the sources.

Confidence scores, not black boxes

Every data point is scored across four dimensions — extraction, matching, analysis, compliance. You know exactly how much to trust each number. When something scores low, you see why. No guessing what the AI did.

Export-ready output

MeF XML for e-filing. Branded PDF review packets. 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
Needs Your Judgment 3 items
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 (above your threshold) 24 positions
Client documents received 47 / 52
TaxAssistIQ
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.

Your clients choose how AI is involved

Some clients want full AI guidance. Others prefer to upload documents and leave the rest to your team. You set AI involvement per client — Full, Assisted, Restricted, or Off. Because consent isn't one-size-fits-all.

Security

Your clients' 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 on your infrastructure — a dedicated server, not a shared cloud. A privacy pipeline strips all personally identifiable information before any data reaches the AI. 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 the AI, a 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.

Not Locked to One AI Vendor

TaxAssistIQ works with multiple AI providers — Claude, GPT, Gemini, or local models on your own hardware. If one raises prices or changes terms, you switch. Your data and your workflow don't change.

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 processing 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 — YOUR FIRM

Your infrastructure

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

LAYER 3 — AI REASONING

Model-agnostic

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

Why Now

Every tax vendor just announced AI.
Here's what they didn't tell you.

Their AI runs on their cloud, using your clients' data, locked to their models. They're bolting intelligence onto architectures designed in the 1990s. 40% of these AI initiatives will fail by 2027 — because the foundations weren't built for it.

TaxAssistIQ was built from scratch in 2026 — AI-first, privacy-first, CPA-first. Zero technical debt. Transparent reasoning on every position. Dedicated infrastructure you control. And AI that earns your trust through demonstrated competence, not marketing promises.

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

of AI initiatives will fail by 2027

Early Access

Stop assembling the picture. Start making the decisions.

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 chasing documents and switching between 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.