OK Tax

Spec sheet

Product

OK Tax is a source code package and API service that an agent uses to prepare a tax return locally with review checkpoints before filing.Read 9 Oct 2026 · oktax.app

Security

The privacy policy says the company uses administrative, technical, and organizational measures intended to protect information, but does not guarantee perfect security or confidentiality.Read 9 Oct 2026 · oktax.app

Privacy

The maker says files stay on the user's machine during the local workflow and return data is not retained after the local run.Read 9 Oct 2026 · oktax.app

Support

The site lists [email protected] for help and privacy questions.Read 9 Oct 2026 · oktax.app

Agent compatibility

The maker names Codex, Claude Code, Cursor, and OpenClaw as agents that can run the workflow.Read 9 Oct 2026 · oktax.app

Backend data

The privacy policy says the service includes a shared OCR and PDF-processing backend and may receive submitted documents, extracts, logs, artifacts, and payloads.Read 9 Oct 2026 · oktax.app

Computation

The homepage says computations are inspectable and deterministic, and that the source code can be read and modified.Read 9 Oct 2026 · oktax.app

Exclusions

Out-of-scope cases include entity returns, payroll or businesses with employees, complex FBAR or FATCA reporting, complex derivatives or tax elections, major multi-state complexity, and irreconcilable records.Read 9 Oct 2026 · oktax.app

Federal scope

The current workflow is federal-first, and state filing support is described as coming soon.Read 9 Oct 2026 · oktax.app

Local workflow

Customers download a source code tar.gz package, keep their files in a local working folder, and run the workflow with a terminal agent.Read 9 Oct 2026 · oktax.app

No filing service

The terms say OK Tax does not prepare, sign, submit, transmit, e-file, mail, or file returns on a user's behalf absent a separate written agreement.Read 9 Oct 2026 · oktax.app

Package contents

The downloadable package includes agent instructions, tax logic, and blank IRS forms, with a long-lived API key for backend access.Read 9 Oct 2026 · oktax.app

Supported income

Supported scope includes W-2 income, interest and dividends, basic stock sales, crypto activity, freelance and Schedule C income, basic rental real estate, and selected Form 1040-NR cases.Read 9 Oct 2026 · oktax.app

Plans and prices

Every OK Tax plan and price →

Where Specifiction places it

• AI Tax Software#20 of 327.7