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UpTax

No phone app

4.7No. 33 of 33
in AI Tax Software
  • Recognised40% of the score20
  • Phone app26% of the score0
  • Documented20% of the score0
  • Free plan14% of the score30
Free plan
Trial only
Runs on
Web
Visit site Alternatives

Summary

UpTax is ranked #33 of 33 in AI tax software on Samsung Mobile US Press. It runs on Web. A free trial is offered.

Compared on AI tax software

Business entity support
Individuals and sole proprietors; partnerships and LLCs; C corporations; S corporations; estates and trusts; nonprofitsuptax.ai
Prior-year import
Yesuptax.ai

Facts

Product
UpTax is AI tax preparation software for U.S. CPA and accounting firms that reads client documents, reconciles figures, and drafts review-ready returns.uptax.ai · 4 Oct 2026
Supported returns
It prepares Forms 1040, 1065, 1120, 1120S, 1041, and 990, with matching state filings across all 50 states.uptax.ai · 4 Oct 2026
Document intake
It accepts W-2s, 1099s, K-1s, brokerage statements, trial balances, and prior-year returns, including scans and photos.uptax.ai · 4 Oct 2026
Source links
Each return figure links to its source document, calculation, and reasoning.uptax.ai · 4 Oct 2026
Prior-year checks
UpTax compares returns with the prior year and flags unexpected changes.uptax.ai · 4 Oct 2026
Review workflow
Returns route through preparer, reviewer, and partner workflows with statuses, notes, and an audit trail.uptax.ai · 4 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 · 4 Oct 2026
E-filing
The homepage says approved returns are e-filed to the IRS and states, with acknowledgements tracked to acceptance.uptax.ai · 4 Oct 2026
Security
UpTax states that data is encrypted in transit and at rest, with least-privilege access and a SOC 2 Type II control posture.uptax.ai · 4 Oct 2026
Data use
UpTax says firm data is isolated and that it does not train shared models on client data.uptax.ai · 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 · 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 · 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 · 4 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 · 4 Oct 2026

Best UpTax alternatives

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H&R Block Online No. 1 7.8 iPhone + AndroidFreeTaxfix No. 2 7.8 iPhone + Android€3.33/moTelosTax No. 3 7.7 iPhone + AndroidFreeQuicko No. 4 7.6 iPhone + Android₹999/moEZTax No. 5 7.4 iPhone + Android₹208.25/moTaxTim No. 6 7.3 iPhone + Android

Where it ranks on Samsung Mobile US Press

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Sources