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UpTax

uptax.ai

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Spec score 7.2 #21 of 30 in Small Business Tax Software

What it is

UpTax is web-based AI tax preparation software for U.S. CPA, EA, tax, and accounting firms, plus bookkeeping practices and family offices. It reads client documents, reconciles figures, and drafts review-ready returns. Supported forms are 1040, 1065, 1120, 1120S, 1041, and 990, with matching state filings across all 50 states. Firms can submit W-2s, 1099s, K-1s, brokerage statements, trial balances, and prior-year returns, including scans and photos. Return figures link to source documents, calculations, and reasoning; prior-year comparisons flag unexpected changes. Preparer, reviewer, and partner workflows record statuses, notes, and an audit trail. A licensed professional must approve every return, and the AI does not file independently. The homepage says approved returns are e-filed to the IRS and states, with acknowledgements tracked to acceptance. UpTax states that data is encrypted, firm data is isolated, and client data is not used to train shared models. The first two returns are free; paid pricing is available on request.

Spec sheet

Product
UpTax is AI tax preparation software built for CPA and accounting firms.Read 9 Oct 2026 · uptax.ai
Intended users
The product is presented for CPA, EA, tax, and accounting firms, as well as bookkeeping practices and family offices.Read 4 Oct 2026 · uptax.ai
Security
The site describes encryption in transit and at rest, least-privilege access, and a SOC 2 Type II control posture.Read 9 Oct 2026 · uptax.ai
Support
The company offers a demo with a review-workflow walkthrough, security Q&A, and a rollout plan sized to the firm's return volume.Read 9 Oct 2026 · uptax.ai
Company
The About page names Karan Malhotra, Deepak Malhotra, and Ashish Meena as co-founders; it does not state headquarters or a founding year.Read 4 Oct 2026 · uptax.ai
Client data
UpTax says firm data is isolated and client data is not used to train shared models.Read 9 Oct 2026 · uptax.ai
Company expertise
The About page says the team combines more than 30 years of U.S. tax experience with engineering expertise.Read 9 Oct 2026 · uptax.ai
Coverage
UpTax states that it supports U.S. federal returns and filings across all 50 states.Read 9 Oct 2026 · uptax.ai
Data use
UpTax says firm data is isolated and that it does not train shared models on client data.Read 4 Oct 2026 · uptax.ai
Demo and support
The About page offers a demo using the firm's sample client file, a review-workflow walkthrough, security Q&A, and a rollout plan sized to return volume.Read 4 Oct 2026 · uptax.ai
Document intake
It reads and classifies documents including W-2s, 1099s, K-1s, brokerage statements, and trial balances.Read 9 Oct 2026 · uptax.ai
E-filing
The homepage says approved returns are e-filed to the IRS and states, with acknowledgements tracked to acceptance.Read 4 Oct 2026 · uptax.ai
Free trial
The FAQ says the first two returns are free, with no upfront commitment, and invites firms to book a demo to get set up.Read 4 Oct 2026 · uptax.ai
Free use
The site says the first two returns are free, with no upfront commitment.Read 9 Oct 2026 · uptax.ai
Human approval
A licensed professional in the firm reviews and approves every return before filing; the AI does not file on its own.Read 4 Oct 2026 · uptax.ai
Prior-year checks
UpTax compares returns with the prior year and flags unexpected changes.Read 4 Oct 2026 · uptax.ai
Prior-year comparison
The platform compares a draft with the prior-year return and flags unexpected changes.Read 9 Oct 2026 · uptax.ai
Return types
It prepares drafts for Forms 1040, 1065, 1120, 1120S, 1041, and 990.Read 9 Oct 2026 · uptax.ai
Review workflow
A licensed professional reviews and approves every return before filing.Read 9 Oct 2026 · uptax.ai
Source links
Each return figure links to its source document, calculation, and reasoning.Read 4 Oct 2026 · uptax.ai
Supported returns
It prepares Forms 1040, 1065, 1120, 1120S, 1041, and 990, with matching state filings across all 50 states.Read 4 Oct 2026 · uptax.ai
Traceability
Return figures link to their source documents, and actions are recorded in an audit trail.Read 9 Oct 2026 · uptax.ai
Who it serves
The site lists CPA, EA, tax, and accounting firms among its intended customers.Read 9 Oct 2026 · uptax.ai

Strong points and limits

Strong points

  • Supports six listed federal return forms
  • Covers filings across all 50 states
  • Links figures to sources and reasoning
  • Routes work through staged review workflows
  • First two returns are free

Limits

  • A licensed professional must approve every return
  • The AI does not file independently
  • Paid pricing is available only on request
  • Platform is web-based

Who it suits

UpTax is intended for U.S. tax and accounting practices handling supported federal and state returns. It suits firms wanting document intake, traceable figures, prior-year checks, and controlled review before filing.

Verdict

UpTax focuses on traceable preparation and firm review rather than autonomous filing. Its broad listed return coverage and free initial returns may help practices evaluate the workflow before requesting pricing.

Where Specifiction places it

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