Turn Tax Planning Into Your Firm's
Most Profitable Service
One workspace to onboard clients, run strategies, collaborate, and deliver IRS-compliant plans without the spreadsheets, PDFs, and email chains.
Trusted By Tax Professionals Nationwide
Real results firms see when they move tax planning into TaxMD™.
Hours Saved Weekly
Per CPA On Average
Fewer Compliance Errors
Compared To Manual Processes
Accuracy Rate
IRS-ready documents
Tax Professionals
Trust TaxMD™ Nationwide
From Client Onboarding To IRS-Compliant Reports All In One Place.
A five-step workflow replaces your spreadsheets, PDFs, and email threads.
Calculate
Discover
Finalize
Implement
Monitor
TaxMD™ AI
Clients' Returns Contain Opportunities, Our AI Finds Every One
Upload a client's return. TaxMD™ extracts every line, runs strategies against their situation, and walks you through implementation with citations and deadlines.
What the AI can do
In Thousands
Avg. savings found
< 90s
Time to first plan
100%
Cited to IRS code
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What can I help you with today?
Analyze Documents
Upload forms for data extraction & summary.
Build Your 2024 Tax Plan
Personalized tax-saving powered by AI.
Get Started with examples below:
