Taxation.ai

Taxation.ai is ranked #2 of 29 in ai tax assistants on The Finance Base. It runs on API, Self-hosted, Web. There is a free plan. A free trial is offered. Paid plans start at $49/mo.

Taxation.ai plans and pricing

All plans
Free Free Free forever 1 federal return per year · 5 document uploads · basic AI assistant and deduction finder · community support taxation.ai · 30 Sept 2026
Plus $15 once One-time per filing year Unlimited federal and state returns · unlimited document OCR · all 50 state returns · priority email and chat support taxation.ai · 30 Sept 2026
Practice $49/mo $490 billed annually (save 17%) 5 team seats · branded client portal · CRM · analytics · review workflow · API access · dedicated account manager taxation.ai · 30 Sept 2026
Enterprise Not published Contact Sales Unlimited team seats · SSO and SAML · on-premise deployment option · custom integrations and API · 99.99% uptime SLA taxation.ai · 30 Sept 2026

Compared on ai tax assistants

Free plan
Yes
Paid from
15 one-time
Taxpayer types
both
AI tax guidance
Yes
Document import
Yes
Deduction finding
Yes
Expert review
Yes
Filing support
both

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