Built for Tax Professionals

Whether you're a solo enrolled agent or a 200-person CPA firm, TaxSort AI scales to your needs.

CPA Firms

5-200 employees

TaxSort AI helps CPA firms process hundreds of tax documents during busy season. Reduce document intake from hours to minutes with AI classification.

Bookkeeping Firms

1-20 employees

Bookkeeping firms that handle tax preparation can automate document intake with TaxSort AI. Classify and organize tax documents alongside regular bookkeeping.

Enrolled Agents

1-5 employees

Enrolled agents authorized by the IRS can streamline their tax practice with AI document classification. Handle more clients without additional staff.

Tax Preparers

1-10 employees

Independent tax preparers can process client documents faster with AI classification. Perfect for seasonal tax preparation businesses.