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Taxation.ai
Newark, Delaware, USA
What it is
Taxation.ai is tax preparation software for individuals, freelancers, firms, and other listed taxpayer groups. It extracts fields from uploaded tax documents and maps them to IRS form lines. An AI assistant answers natural-language tax questions with IRS publication citations and context-aware guidance. Its deduction engine checks more than 500 federal and state deductions, adding risk scores and IRS references. The maker says IRS-authorized e-filing covers all 50 states and DC, with pre-file validation and refund tracking. Crypto and stock investors can connect exchanges through an API or upload CSV files; Coinbase, Binance, and Robinhood are among more than 100 named platforms. Returns can import client data from CSV or QuickBooks. Plans include a free option with one federal return yearly and five document uploads, Plus at $15, paid once per filing year, Practice at $49 a month, and an Enterprise plan with unlisted pricing. Platforms include web, API, and self-hosted use.
For and against
For
- Maps uploaded document fields to IRS form lines
- Checks more than 500 federal and state deductions
- Supports e-filing in all 50 states and DC
- Imports data from CSV or QuickBooks
- Offers web, API, and self-hosted platforms
Against
- Free plan allows one federal return yearly
- Free plan limits uploads to five documents
- Relevant data may be sent to OpenAI for processing
The verdict
Taxation.ai combines document extraction, cited AI guidance, deduction discovery, and filing support. Its free plan is limited, while paid options add broader returns, OCR, support, and practice features.
Who it suits
It suits freelancers, small businesses, investors, tax professionals, international filers, real estate investors, high-net-worth individuals, and families. The listed plans also address individual filing and tax-practice workflows.
Plans and prices
Free
1 federal return per year · 5 document uploads · basic AI assistant and deduction finder · community support
Read 30 Sep 2026 · taxation.ai
Plus
Unlimited federal and state returns · unlimited document OCR · all 50 state returns · priority email and chat support
Read 30 Sep 2026 · taxation.ai
Practice
5 team seats · branded client portal · CRM · analytics
Read 30 Sep 2026 · taxation.ai
Enterprise
Unlimited team seats · SSO and SAML · on-premise deployment option · custom integrations and API
Read 30 Sep 2026 · taxation.ai
On the record
- Accounting imports
- The maker says returns can import client data from CSV or QuickBooks.taxation.ai · read 30 Sep 2026
- AI assistant
- Its assistant answers natural-language tax questions with IRS publication citations and context-aware guidance.taxation.ai · read 30 Sep 2026
- Compliance
- The 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 · read 30 Sep 2026
- Deduction discovery
- The deduction engine scans against more than 500 federal and state deductions and provides risk scores and IRS references.taxation.ai · read 30 Sep 2026
- Document extraction
- The product extracts fields from uploaded tax documents and maps them to IRS form lines.taxation.ai · read 30 Sep 2026
- E-filing
- The maker says it supports IRS-authorized e-filing across all 50 states and DC, with pre-file validation and refund tracking.taxation.ai · read 30 Sep 2026
- Integrations
- The maker says crypto and stock investors can connect exchanges via API or upload CSVs, naming Coinbase, Binance, and Robinhood among 100+ platforms.taxation.ai · read 30 Sep 2026
- Privacy
- The 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 · read 30 Sep 2026
- Product
- Taxation.ai describes itself as AI-powered tax preparation software for individuals, freelancers, and firms.taxation.ai · read 30 Sep 2026
- Security
- The 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 · read 30 Sep 2026
- Support
- The Free plan includes community support, Plus includes priority email and chat support, and Practice includes a dedicated account manager.taxation.ai · read 30 Sep 2026
- Who it serves
- The 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 · read 30 Sep 2026
