✨ AI-Powered Tax Automation

Tax Software Built for AI Innovation

Automate 70% of data entry with cutting-edge AI. Reduce errors by 99%, serve 3x more clients, and stay ahead of the competition.

70% Faster

Data Processing

99% Accuracy

Error Reduction

3x Capacity

Serve More Clients

Advanced AI Features

Intelligent Automation at Every Step

Our advanced AI engine handles complex tax scenarios automatically

Intelligent Data Extraction

AI automatically extracts and categorizes financial data from documents, eliminating 95% of manual entry work.

Smart Error Detection

Machine learning algorithms catch inconsistencies and potential errors before filing, achieving 99% accuracy rates.

Automated Workflows

Intelligent task routing and sequencing optimize your team's productivity and reduce processing time by 70%.

Real-Time Compliance Checks

AI continuously monitors for regulatory changes and automatically updates your returns with latest tax rules.

Who We Serve

Tailored solutions for tax professionals at every stage

New Tax Preparers

Launch your practice with confidence. Complete platform with AI-powered training and support from day one.

Established Tax Offices

Scale efficiently with AI automation. Handle 3x more clients without adding overhead to your team.

Mobile & Virtual

Cloud-based AI platform. Work from anywhere while automation handles the heavy lifting.

What We Provide

Everything you need to deliver premium tax services with AI automation

AI-Powered Intake

Intelligent questionnaires adapt to each client's tax situation

Document Processing

Automatic OCR extracts and validates data from all documents

Security & Compliance

Enterprise-grade encryption and automated compliance checking

Portal & e-Signature

Secure client portal with integrated electronic signature support

AI Training & Support

Personalized AI assistant helps your team learn and optimize

Team Collaboration

Built-in tools for seamless team workflows and client communication

How It Works

Get started in three simple steps

1

Get Access

Create your account and get instant access to the full AI-powered platform with guided setup.

2

Configure AI Preferences

Set your automation preferences and let our AI learn your specific workflows and preferences.

3

Start Automating

Watch AI handle 70% of work automatically while you focus on client relationships and growth.

AI-Powered Results

See the measurable impact of advanced automation

70%

Less Manual Work

AI automation handles repetitive data entry instantly.

99%

Accuracy Rate

ML-powered error detection catches issues before filing.

3x

More Capacity

Serve 3x more clients with the same team size.

Security You Can Trust

Enterprise-grade security designed for sensitive financial data

End-to-End Encryption

All data encrypted in transit and at rest with AES-256.

Full Compliance

HIPAA, GDPR, SOC 2 Type II, and all tax regulations.

99.9% Uptime

Redundant infrastructure across multiple data centers.

Role-Based Access

Control user permissions and activity logs for audit trail.

Regular Audits

Third-party security audits and penetration testing annually.

24/7 Monitoring

Continuous threat detection and rapid incident response.

Simple, Transparent Pricing

Choose the plan that fits your practice

Starter

Perfect for new tax preparers

$29/month
  • Full tax software with AI
  • Up to 50 client returns
  • Email support
Most Popular

Professional

For growing tax practices with AI automation

$99/month
  • Full tax software with advanced AI
  • Unlimited client returns
  • Priority phone support
  • Advanced AI automation

Ready to Transform Your Practice?

Join thousands of successful tax professionals using AI-powered Rozo Tax.