Turn Tax Documents into Draft-Ready Returns with AI
TaxReady AI reads client documents, extracts tax data, and generates pre-filled draft returns for review — so professionals spend less time on paperwork and more on expertise.
Client Documents
Extraction in progress
Draft Form 1040
Ready for review
Your Tax Workflow,
As It Should Be
Simple for clients. Smooth for your team.
Secure Client Portal
A bank-grade encrypted portal where clients can easily upload their W-2s, 1099s, and receipts from any device. Eliminate the back-and-forth of unsecured email attachments.
Automated Categorization
As clients upload files, the AI instantly scans, renames, and organizes documents into the correct tax folders. No more manual sorting or renaming PDFs.
Smart Missing Alerts
The system compares uploaded documents against last year's tax return. It automatically detects missing forms and sends gentle nudges to the client via SMS or email.
How It Works
From document upload to draft return in four simple steps
Send Secure Intake Link
Generate a secure, branded intake link for your client or start your own upload session.
Clients Upload Documents
Clients securely upload W-2s, 1099s, receipts, and other tax documents through the portal.
AI Reads & Organizes Data
Our AI extracts structured data from documents, identifies filing situations, and organizes everything.
Draft Tax Return Generated
Receive a pre-filled draft Form 1040 with schedules, ready for professional review and export.
Designed for your workflow
Whether you're a firm managing hundreds of clients or an individual filing simple returns, TaxReady AI adapts to your needs.
Tax Professionals
Reduce data entry, standardize intake, and handle more clients with AI-powered draft preparation.
Solo Preparers
Streamline your workflow with automated document processing and draft return generation.
Small Businesses
Work with your tax professional more efficiently by providing organized, AI-extracted data.
Individuals
Upload your documents and get a structured draft return ready for review before filing.
What Makes Us
Different
Built specifically for tax preparation workflows, TaxReady AI combines intelligent document processing with professional-grade controls. No more manual data entry—just fast, accurate, and secure draft returns.
AI Document Intelligence
Advanced AI reads and understands W-2s, 1099s, 1098s, receipts, and business records with high accuracy.
Draft Return Generation
Automatically generate pre-filled Form 1040, schedules, and supporting forms ready for review.
Federal + State Awareness
Detect multi-state filing situations and prepare both federal and state draft returns.
Professional Review Controls
Full control to edit values, override AI suggestions, and add professional notes.
Audit Trail & Security
Complete document source tracking, confidence scores, version logs, and enterprise-grade security.
Important Compliance Notice
TaxReady AI generates draft tax returns based on uploaded documents. It does not provide tax advice or file returns with the IRS. All draft returns are intended for review by a qualified tax professional or the user before filing. TaxReady AI is a preparation and organization engine, not tax advice software.