UpTax

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Pricing on requestprice, as published
Oct 9, 2026read on

UpTax's own site, as our research read it — uptax.aias read Oct 9, 2026

What UpTax costs

The provider publishes no plan we could read. Pricing on request

Its statement

Free plan: Not stated
Free trial: Yes
Runs on: iPhone Android Web
Facts on record: 27

Facts we read

Client dataUpTax says firm data is isolated and client data is not used to train shared models. · uptax.ai, Oct 9, 2026
CompanyThe About page names Karan Malhotra, Deepak Malhotra, and Ashish Meena as co-founders; it does not state headquarters or a founding year. · uptax.ai, Oct 4, 2026
Company expertiseThe About page says the team combines more than 30 years of U.S. tax experience with engineering expertise. · uptax.ai, Oct 9, 2026
CoverageUpTax states that it supports U.S. federal returns and filings across all 50 states. · uptax.ai, Oct 9, 2026
Data useUpTax says firm data is isolated and that it does not train shared models on client data. · uptax.ai, Oct 4, 2026
Demo and supportThe About page offers a demo using the firm's sample client file, a review-workflow walkthrough, security Q&A, and a rollout plan sized to return volume. · uptax.ai, Oct 4, 2026
Document intakeIt reads and classifies documents including W-2s, 1099s, K-1s, brokerage statements, and trial balances. · uptax.ai, Oct 9, 2026
E-filingThe homepage says approved returns are e-filed to the IRS and states, with acknowledgements tracked to acceptance. · uptax.ai, Oct 4, 2026
Free trialThe FAQ says the first two returns are free, with no upfront commitment, and invites firms to book a demo to get set up. · uptax.ai, Oct 4, 2026
Free useThe site says the first two returns are free, with no upfront commitment. · uptax.ai, Oct 9, 2026
Human approvalA licensed professional in the firm reviews and approves every return before filing; the AI does not file on its own. · uptax.ai, Oct 4, 2026
Intended usersThe product is presented for CPA, EA, tax, and accounting firms, as well as bookkeeping practices and family offices. · uptax.ai, Oct 4, 2026
Prior-year checksUpTax compares returns with the prior year and flags unexpected changes. · uptax.ai, Oct 4, 2026
Prior-year comparisonThe platform compares a draft with the prior-year return and flags unexpected changes. · uptax.ai, Oct 9, 2026