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taxation.ai
Taxation.ai
Taxation.ai is tax preparation software for individuals, freelancers, and firms. It extracts fields from uploaded tax documents and maps them to IRS form lines. Its AI assistant answers natural-language tax questions with IRS publication citations and context-aware guidance, while the deduction…
Visit taxation.ai ↗ What it costs
- 7.3 No. 16on AI tax assistants
- Free plan · paid from $15 · 14-day trialprice, as published
- Sep 30, 2026read on
What Taxation.ai costs
- Enterprise Not published
- Free Free
- Plus $15 / once
- Practice $49 / month
As taxation.ai publishes them, read Sep 30, 2026. Fees, tax and exchange rates can differ when you pay; check the provider's own page first.
Its statement
- Free plan
- Yes
- Free trial
- Yes
- Runs on
- iPhone Android Web
- Facts on record
- 13
Strengths and limits
Strengths
- Maps uploaded tax-document fields to IRS form lines.
- Checks more than 500 federal and state deductions.
- Maker says e-filing covers all 50 states and DC.
- Imports client data from CSV or QuickBooks.
Limits
- Free plan allows one federal return per year.
- Free plan includes five document uploads.
- Relevant tax and financial data may be sent to OpenAI.
Facts we read
- Accounting importsThe maker says returns can import client data from CSV or QuickBooks. · taxation.ai, Sep 30, 2026
- AI assistantIts assistant answers natural-language tax questions with IRS publication citations and context-aware guidance. · taxation.ai, Sep 30, 2026
- ComplianceThe security page says the company is working toward SOC 2 Type II certification, while the pricing page describes SOC 2 Type II as certified compliant. · taxation.ai, Sep 30, 2026
- Deduction discoveryThe deduction engine scans against more than 500 federal and state deductions and provides risk scores and IRS references. · taxation.ai, Sep 30, 2026
- Document extractionThe product extracts fields from uploaded tax documents and maps them to IRS form lines. · taxation.ai, Sep 30, 2026
- E-filingThe maker says it supports IRS-authorized e-filing across all 50 states and DC, with pre-file validation and refund tracking. · taxation.ai, Sep 30, 2026
- HeadquartersNewark, Delaware, USA · taxation.ai, Sep 23, 2026
- IntegrationsThe maker says crypto and stock investors can connect exchanges via API or upload CSVs, naming Coinbase, Binance, and Robinhood among 100+ platforms. · taxation.ai, Sep 30, 2026
- PrivacyThe privacy policy says Vaionex Corporation operates Taxation.ai and that relevant tax and financial data may be sent to OpenAI for AI processing and is not used to train its models. · taxation.ai, Sep 30, 2026
- SecurityThe security page says data is encrypted at rest with AES-256 and in transit with TLS 1.2 or higher, and that infrastructure is hosted in Germany. · taxation.ai, Sep 30, 2026
- SupportThe Free plan includes community support, Plus includes priority email and chat support, and Practice includes a dedicated account manager. · taxation.ai, Sep 30, 2026
- Who it servesThe maker lists freelancers, small businesses, crypto and stock investors, international filers, tax professionals, real estate investors, high-net-worth individuals, and families as use cases. · taxation.ai, Sep 30, 2026
On these lists
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Verdict
Taxation.ai combines document handling, tax-question assistance, deduction discovery, and filing features across individual and practice plans. Review the return and upload limits, plan terms, and data-processing disclosure before choosing it.
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