Deep-dive capabilities
Extract, normalize, and validate tax data at scale
Auto-ingest and smart classification
Ingest files via drag-and-drop, API, or storage connectors. Auto-detect document types, de-duplicate, and route by entity and jurisdiction.
Normalized extraction to the TaxFlow schema
ML + rules extract headers and line items, then map fields to a consistent tax schema, including rates, codes, registrations, and jurisdictions.
Confidence scoring and validation
Field-level confidence scores with jurisdiction-aware checks, math validations, and cross-document reconciliation to catch issues early.
Exception queue with source traceability
Resolve edge cases in a review queue with side-by-side source docs, full lineage, version history, and human-in-the-loop approvals.
One-click exports and live sync
Export JSON, CSV, or XLSX and sync to downstream systems via API or webhooks. Generate audit-ready packs for PBC requests.
Simple Pricing
Flexible pricing to match any budget or team size.
Starting at
14-day free trial • 500 pages included • No credit card required
Choose the plan that fits your workflow
- Starter — $39/month • 500 pages included • $0.10/page overage • 1 user • Core tax doc coverage (W‑2, W‑9, 1099, invoices/receipts) • CSV/XLSX export • Field-level confidence scores • Email support
- Growth — $149/month • 3,000 pages included • $0.07/page overage • 5 users • API & webhooks • QuickBooks and Xero integrations • Expanded coverage (1040 schedules, K‑1, bank/crypto statements) • Auto-classification and vendor/TIN detection • Validation rules and audit log • Standard SLA
- Business — $499/month • 12,000 pages included • $0.05/page overage • 20 users • SSO/SAML and granular roles • Human-in-the-loop review queue • Custom fields and mappings • Data residency (US/EU), SOC 2 Type II, PII redaction • Priority support with 99.9% uptime SLA
- Enterprise — Custom pricing • Volume discounts down to $0.03/page • Unlimited users • Dedicated VPC or private cloud options • Private model fine-tuning • Custom SLAs, MSA/DPA • White-glove onboarding and migration • Premium support
Frequently asked questions
Extract tax data 10x faster.
Deliver reliable tax workflows in days—privacy‑first, scalable, and backed by confidence scoring, mapping, and audit logs. Plug in via API or dashboard with optional human‑in‑the‑loop review.