Skip to content
SPECIFICTION
Get listed

Taxation.ai

taxation.ai

From $49/mo Free plan WebAPISelf-hosted
Visit taxation.ai
Spec score 7.9 #19 of 32 in AI Tax Software

What it is

Taxation.ai is tax-preparation software for individuals, freelancers, and firms. It extracts information from uploaded tax documents and maps it to IRS form lines. Its AI assistant answers natural-language tax questions with IRS publication citations and context-aware guidance, while a deduction engine scans more than 500 federal and state deductions and supplies risk scores and IRS references. The maker says it supports IRS-authorized e-filing in all 50 states and DC, with pre-file validation and refund tracking. Investors can connect exchanges by API or upload CSVs; named services include Coinbase, Binance, and Robinhood among more than 100 platforms. Returns can also import client data from CSV or QuickBooks. The free plan is free and includes one federal return per year, five document uploads, basic AI help, and community support. Plus costs $15, paid once per filing year. Practice costs $49 a month, billed $490 annually. Relevant tax and financial data may be sent to OpenAI for AI processing and is not used to train its models, according to the privacy policy.

Spec sheet

Product
Taxation.ai describes itself as AI-powered tax preparation software for individuals, freelancers, and firms.Read 30 Sep 2026 · taxation.ai
Integrations
The maker says crypto and stock investors can connect exchanges via API or upload CSVs, naming Coinbase, Binance, and Robinhood among 100+ platforms.Read 30 Sep 2026 · taxation.ai
Security
The security page says data is encrypted at rest with AES-256 and in transit with TLS 1.2 or higher, and that infrastructure is hosted in Germany.Read 30 Sep 2026 · taxation.ai
Privacy
The privacy policy says Vaionex Corporation operates Taxation.ai and that relevant tax and financial data may be sent to OpenAI for AI processing and is not used to train its models.Read 30 Sep 2026 · taxation.ai
Compliance
The security page says the company is working toward SOC 2 Type II certification, while the pricing page describes SOC 2 Type II as certified compliant.Read 30 Sep 2026 · taxation.ai
Support
The Free plan includes community support, Plus includes priority email and chat support, and Practice includes a dedicated account manager.Read 30 Sep 2026 · taxation.ai
Headquarters
Newark, Delaware, USARead 23 Sep 2026 · taxation.ai
Accounting imports
The maker says returns can import client data from CSV or QuickBooks.Read 30 Sep 2026 · taxation.ai
AI assistant
Its assistant answers natural-language tax questions with IRS publication citations and context-aware guidance.Read 30 Sep 2026 · taxation.ai
Deduction discovery
The deduction engine scans against more than 500 federal and state deductions and provides risk scores and IRS references.Read 30 Sep 2026 · taxation.ai
Document extraction
The product extracts fields from uploaded tax documents and maps them to IRS form lines.Read 30 Sep 2026 · taxation.ai
E-filing
The maker says it supports IRS-authorized e-filing across all 50 states and DC, with pre-file validation and refund tracking.Read 30 Sep 2026 · taxation.ai
Who it serves
The maker lists freelancers, small businesses, crypto and stock investors, international filers, tax professionals, real estate investors, high-net-worth individuals, and families as use cases.Read 30 Sep 2026 · taxation.ai

Plans and prices

Free Free Free forever 1 federal return per year · 5 document uploads · basic AI assistant and deduction finder · community support Read 30 Sep 2026 · taxation.ai
Plus $15, paid once One-time per filing year Unlimited federal and state returns · unlimited document OCR · all 50 state returns · priority email and chat support Read 30 Sep 2026 · taxation.ai
Practice $49 a month $490 billed annually (save 17%) 5 team seats · branded client portal · CRM · analytics · review workflow · API access · dedicated account manager Read 30 Sep 2026 · taxation.ai
Enterprise Priced on request Contact Sales Unlimited team seats · SSO and SAML · on-premise deployment option · custom integrations and API · 99.99% uptime SLA Read 30 Sep 2026 · taxation.ai

Every Taxation.ai plan and price →

Strong points and limits

Strong points

  • Maps uploaded tax-document fields to IRS form lines.
  • Checks more than 500 federal and state deductions.
  • E-filing is stated to cover all 50 states and DC.
  • Imports investor data from exchanges or CSVs.

Limits

  • The free plan allows one federal return yearly.
  • The free plan allows five document uploads.
  • Relevant financial data may be sent to OpenAI.
  • SOC 2 Type II status is described inconsistently.

Who it suits

It may suit individual filers, freelancers, investors, and tax professionals who want document extraction, deduction guidance, or e-filing. Practice and Enterprise options also address firms needing team or deployment features.

Verdict

Taxation.ai combines document processing, tax guidance, deduction discovery, and e-filing in one service. Review the stated data handling and plan limits, and note the differing descriptions of SOC 2 Type II status.

Where Specifiction places it

Alternatives to Taxation.aiAll alternatives →