UpTax
What it is
UpTax is web-based AI tax preparation software for U.S. CPA and accounting firms. It reads client documents, reconciles figures, and drafts returns for professional review. Supported forms include 1040, 1065, 1120, 1120S, 1041, and 990, with matching state filings across all 50 states. Firms can submit W-2s, 1099s, K-1s, brokerage statements, trial balances, and prior-year returns as scans or photos. Each figure links to its source document, calculation, and reasoning, while prior-year comparisons flag unexpected changes. Preparer, reviewer, and partner workflows record statuses, notes, and an audit trail. A licensed professional must approve every return; the AI does not file independently. The homepage says approved returns are e-filed to the IRS and states, with acknowledgements tracked to acceptance. UpTax says data is encrypted in transit and at rest, firm data is isolated, and shared models are not trained on client data. The first two returns are free, with paid pricing on request.
For and against
For
- Supports major individual and business return forms
- Covers federal and all 50 state filings
- Links figures to source documents and reasoning
- Prior-year checks flag unexpected changes
- Licensed professional approval remains required
Against
- Paid pricing is available only on request
- The product is web-only
- AI cannot file returns without human approval
The verdict
UpTax combines document intake, traceable calculations, review routing, and e-filing support for U.S. tax practices. Its free first two returns and isolated data handling may help firms evaluate the workflow before committing.
Who it suits
UpTax is aimed at CPA, EA, tax, and accounting firms, plus bookkeeping practices and family offices handling U.S. returns.
On the record
- Client data
- UpTax says firm data is isolated and client data is not used to train shared models.uptax.ai · read 9 Oct 2026
- Company
- The About page names Karan Malhotra, Deepak Malhotra, and Ashish Meena as co-founders; it does not state headquarters or a founding year.uptax.ai · read 4 Oct 2026
- Company expertise
- The About page says the team combines more than 30 years of U.S. tax experience with engineering expertise.uptax.ai · read 9 Oct 2026
- Coverage
- UpTax states that it supports U.S. federal returns and filings across all 50 states.uptax.ai · read 9 Oct 2026
- Data use
- UpTax says firm data is isolated and that it does not train shared models on client data.uptax.ai · read 4 Oct 2026
- Demo and support
- The 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 · read 4 Oct 2026
- Document intake
- It reads and classifies documents including W-2s, 1099s, K-1s, brokerage statements, and trial balances.uptax.ai · read 9 Oct 2026
- E-filing
- The homepage says approved returns are e-filed to the IRS and states, with acknowledgements tracked to acceptance.uptax.ai · read 4 Oct 2026
- Free trial
- The 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 · read 4 Oct 2026
- Free use
- The site says the first two returns are free, with no upfront commitment.uptax.ai · read 9 Oct 2026
- Human approval
- A licensed professional in the firm reviews and approves every return before filing; the AI does not file on its own.uptax.ai · read 4 Oct 2026
- Intended users
- The product is presented for CPA, EA, tax, and accounting firms, as well as bookkeeping practices and family offices.uptax.ai · read 4 Oct 2026
- Prior-year checks
- UpTax compares returns with the prior year and flags unexpected changes.uptax.ai · read 4 Oct 2026
- Prior-year comparison
- The platform compares a draft with the prior-year return and flags unexpected changes.uptax.ai · read 9 Oct 2026
- Product
- UpTax is AI tax preparation software built for CPA and accounting firms.uptax.ai · read 9 Oct 2026
- Return types
- It prepares drafts for Forms 1040, 1065, 1120, 1120S, 1041, and 990.uptax.ai · read 9 Oct 2026
- Review workflow
- A licensed professional reviews and approves every return before filing.uptax.ai · read 9 Oct 2026
- Security
- The site describes encryption in transit and at rest, least-privilege access, and a SOC 2 Type II control posture.uptax.ai · read 9 Oct 2026
