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We don't adapt general-purpose AI for tax. We built an AI platform from the ground up for how CPA firms actually work. That's why 500+ firms from solo practitioners to Top 25 firms trust us.
70%
Average research time saved
Survey of 200+ CPA Firms, 2024
500+
CPA firms trust Taxvelocity
From solo practitioners to 200+ staff
2.5x
Average client capacity increase
Without adding headcount
Our six core advantages
Not all AI tax tools are created equal. Here's what makes Taxvelocity the defensible, long-term choice for your firm.
01
Every layer of our AI was trained exclusively on tax law: the IRC, Treasury Regulations, Revenue Rulings, PLRs, CCAs, and court cases. We don't repurpose consumer AI. We don't hallucinate code sections. Every answer is citable and audit-ready.
💡Built on a corpus of 6M+ primary source tax documents
02
Your client data stays yours - full stop. We use zero-retention API infrastructure and our Data Processing Agreement explicitly prohibits the use of your data to train or improve any AI model, including ours. This is a legal commitment, not a policy statement.
📄DPA available for review before you sign up03
We achieved SOC 2 Type II certification before opening to paid customers. Security wasn't layered on later, the entire platform was architected around the controls framework. Renewed annually. Full report available under NDA.
✓Certified 2023 · Renewed 2024 · Renewed 2025
04
Our founding team includes former Big 4 tax managers and IRS Appeals Officers. We've written client memos under deadline. We know what "defensible" means in an audit context. Our product roadmap is driven by practitioner feedback, every quarter.
🚩15+ combined years in public accounting leadership05
Stay ahead with a system that evolves with new rulings, regulations, and real-world scenarios keeping your firm aligned with the latest tax landscape.
📑Smarter tax intelligence that gets better every day
06
Every AI-assisted action is logged with timestamp, user identity, sources consulted, and the exact model version used. Searchable, exportable, and defensible at the engagement level. If it goes to IRS, your documentation is ready.
🔎Full audit log available in every plan tierThe team behind Taxvelocity
We're practitioners who got tired of watching great CPAs waste hours on work that software should handle. So we built the software.
Sarah Chen, CPA
Co-founder & CEO · Former Big 4 Tax Manager
12 years at a Big 4 firm leading corporate tax for Fortune 500 clients. Left to solve the research bottleneck that derailed every busy season she ever ran.
Former Deloitte Tax
Michael Rodriguez
Co-founder & CTO · Former IRS Appeals Officer
8 years as an IRS Appeals Officer reviewing complex corporate and partnership matters. Knows exactly what "defensible" means — because he decided it.
Former IRS Appeals
Jennifer Liu
Co-founder & CPO · Former Tax Technology Lead
Built tax workflow systems for regional firms before joining Taxvelocity. Speaks both CPA and engineer — the reason our product actually fits how practitioners work.
Former RSM TechnologyTax-native intelligence
Most AI tools are horizontal platforms retrofitted for tax use cases. We built the other way around starting from IRS form structures, CPA workflows, and real-world tax scenarios. The result is a system that understands what your documents mean, not just what they say.
Verified customer outcomes
We don't cherry-pick quotes. Here are verified outcomes from Taxvelocity customers across firm sizes.
Join 500+ CPA firms that chose Taxvelocity. Setup takes 30 minutes — the first 14 days are free.
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