New 2026 Filing Season Ready See how AI OCR cuts document processing time by 80% →

★ Product Features

Eliminate Manual Prep.
Automate Financial Documents for Your CPA Firm

From raw documents to structured, tax-ready outputs our AI handles the heavy lifting so your team can focus on what matters most.

Watch 2-min demo

Upload financial documents

  • PDFs
  • Scans
  • Images
  • Connectors

Advanced OCR

Auto-organizes your data

Delivers clean, tax-ready files

  • 1040_2025
  • 1120_2025
  • W2_2025
  • Others
Tax Velocity dashboard preview

Core Module 01

Intelligent Tax Research Engine

Every client has missed ERC, overlooked credits, nexus gaps. Taxvelocity finds them before filing, turning compliance into revenue.

  • Plain-English queries answered with cited, source-linked results
  • Coverage: full IRC, Treas. Regs, Rev. Rulings, PLRs, CCAs, and Tax Court
  • Updated within 24 hours of new IRS guidance releases
  • Conflict detection - surfaces ambiguities and circuit splits automatically
  • Confidence scoring on every answer with transparency on uncertainty
  • Full audit trail: query text, sources consulted, model version, timestamp
Intelligent Tax Research
Research Agent Live Query SOC 2
Proactive Risk Detection
Risk Detection — Client Dashboard Live Scan

Core Module 02

Proactive Risk Detection Engine

Partners delegate research, risk scanning, and document review to AI, freeing seniors for client strategy and business development. More clients. Same headcount.

  • Continuous monitoring across all client entities in your firm
  • Nexus detection across all 50 states with economic nexus thresholds
  • Credit opportunity identification: R&D, §45L, §179D, ERC cleanup
  • Penalty abatement window tracking and first-time abatement eligibility
  • IRS notice pattern matching flags clients statistically likely to receive correspondence
  • Priority-ranked risk dashboard sortable by severity, deadline, and estimated dollar impact

Core Module 03

Document Intelligence & Extraction

Proactive risk detection + audit trail documentation means fewer IRS surprises, fewer client disputes, fewer malpractice exposures.

  • 99%+ extraction accuracy on common tax documents (K-1, W-2, 1099, 1065, 1120-S)
  • Automatic cross-document reconciliation — catches K-1 / return mismatches
  • IRS transcript parsing: account activity, assessment records, payment history
  • Prior-year comparison with YoY variance analysis and anomaly flagging
  • Supports PDF, scanned images (OCR), and direct integrations
  • All uploaded documents encrypted at rest, zero AI training on content
Document Intelligence
Document Intelligence AI Analysis Extracted
Workflow Automation
Workflow Automation Output Queue Ready

Core Module 04

Workflow Automation & Document Drafting

Real-time analytics show realization rates, utilization, per-client profitability — the data partners need to scale without guessing.

  • Auto-drafted client memos with inline citations and plain-language explanation
  • IRS notice response generation (CP2000, 6530, audit IDR responses)
  • Engagement letter language auto-populated from intake data
  • Tax planning summaries with scenario comparison and dollar-impact estimates
  • E-signature collection integrated into the delivery workflow
  • Firm branding applied automatically, consistent quality across every preparer

Core Module 05

Performance Analytics & Practice Intelligence

Documented processes, client data integrity, measurable growth metrics — buyers pay premiums for that.

  • Staff utilization and realization tracking by person, team, and client
  • Per-client profitability analysis with time-to-completion benchmarks
  • Research query analytics to identify where your team spends time and why
  • Busy season capacity planning with workload distribution modeling
  • Client retention risk scoring based on engagement pattern analysis
  • Exportable reports for partner reviews and firm KPI dashboards
Performance Analytics
Firm Performance Analysis Live Data
Enterprise Security
Security Center Overview All Clear

Core Module 06

Enterprise Security & Compliance Infrastructure

Security that doesn't require explaining — SOC 2 Type II, encryption, audit logs. IT approves it quietly. Never comes up again.

  • SOC 2 Type II certified — annual third-party audit, full report under NDA
  • AES-256 encryption at rest, TLS 1.3 in transit, per-firm key management
  • Role-based access control (RBAC) with granular client and action-level permissions
  • SAML SSO + directory sync (Azure AD, Okta) Enterprise plan
  • Complete audit log: every action timestamped, searchable, and exportable
  • Contractual guarantee: your data is never used to train any AI model

Additional Capabilities

More Inside Every Plan

Beyond the six core modules, Taxvelocity includes these capabilities across all plan tiers.

Secure Client Portal

Branded, encrypted portal for document collection, e-signatures, and client communication. No email attachments required.

E-Signature Collection

Collect 8879s, engagement letters, and authorization forms via integrated e-signature. Eliminates print-sign-scan cycles entirely.

Multi-State Nexus Analysis

Automatic economic nexus evaluation across all 50 states with updated thresholds. Apportionment calculations and filing obligations included.

Team Collaboration Workspace

Shared research threads, reviewer assignments, and comment trails on every engagement. Role-based permissions control who sees what.

Year-Round Compliance Alerts

Proactive notifications for estimated tax deadlines, extension filings, and regulatory changes affecting your specific client base.

Tax Law Update Library

Curated summaries of new IRS guidance, legislation, and court decisions delivered to your team within 24 hours of publication.

API Access

REST API for custom integrations and workflow automation. Build TaxVelocity into your own firm portal or client-facing tools.

Dedicated Onboarding & Support

Every new firm gets a guided onboarding session. Growth and Enterprise plans include priority support and dedicated customer success.

Comparative Return Analysis

Side-by-side comparison of prior returns, amended returns, and current-year filings. Spot missed opportunities and filing pattern shifts instantly.

Seamless integration with your existing stack

Structured data delivered directly into your tax software

Tax Velocity connects natively with every major tax preparation platform. Extracted data flows straight into the right fields no re-keying, no exports, no manual mapping.

QuickBooks Online QuickBooks Online
Xero Xero
Drake Tax Drake Tax
Lacerte Lacerte
ProConnect ProConnect
CCH Axcess CCH Axcess
UltraTax CS UltraTax CS
Custom API Custom API

Don't see your platform?

We add new native connectors every month. REST API available for custom integrations.

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Ready to eliminate manual
document processing?

Join 500+ CPA and accounting firms that have automated their document workflows with Tax Velocity. Full setup takes under 30 minutes — and the first 14 days are completely free.

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