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TaxVelocity is built for CPA firms, not general AI with a tax layer. Research, compliance, automation, and analytics in one platform designed around how you actually work.
500+
CPA Firms
5M+
Tax Queries Processed
50K+
Hours Saved Monthly
99.8%
Accuracy Rate
We use advanced AI and OCR to simplify financial document processing, reduce manual effort, and deliver accurate, tax-ready insights—making workflows faster and more efficient.
To become a leading AI-driven platform that revolutionizes financial data processing by enabling seamless, accurate, and intelligent document management. We envision a future where CPA firms and businesses operate with complete confidence, supported by automated, error-free, and real-time financial insights.
To provide cutting-edge AI solutions that automate the extraction, processing, and preparation of financial data from complex documents. We aim to help CPA firms and businesses save time, improve accuracy, and enhance compliance by delivering reliable, scalable, and tax-ready outputs through innovative technology.
What drives us
Principles that guide everything we build
Client data security and compliance aren't features, they're foundational. Every decision prioritizes the integrity and confidentiality our profession demands.
We don't build generic AI tools. Every feature is designed specifically for the workflows, regulations, and challenges CPA firms face daily.
AI should enhance your expertise, not replace it. We build tools that amplify what CPAs do best: strategic thinking and client relationships.
Every AI recommendation includes citations, reasoning, and audit trails. You always understand how and why our technology reaches conclusions.
Our story
Our Commitment to Your Firm
2022
Three tax professionals and two AI engineers came together with a mission: build AI that accountants can actually trust.
2023
Achieved SOC 2 Type II certification before our first customer - security was never an afterthought.
2024
Reached 500+ CPA firms using TaxVelocity.ai, from solo practitioners to Top 100 firms.
2025
Named 'Best AI Innovation' by CPA Practice Advisor and featured in Journal of Accountancy.
2026
Serving firms across all 50 states, processing millions of tax queries, and continuously innovating.
The people behind the platform
Industry veterans combining deep tax expertise with cutting-edge AI innovation
See how taxvelocity.ai can transform your firm's efficiency and client service.
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