Tax software.
Bookkeeping software.
Tax planning software.
One AI platform.
Zero manual entry.
TAXONIX is the AI-powered platform that reads your documents, closes your books, builds your returns, and files them — without a human touching a spreadsheet.
NO MANUAL ENTRY / NO TAX SEASON SURPRISES / NO THREE-SOFTWARE STACK
0
Transactions typed by hand
12 mo
Books closed in one session
365
Days your return stays current
1
Engine, not four vendors
See it read — interactive
A bank feed hands you a riddle.
We read the document behind it.
Left is what you forward. Right is what lands in your ledger — categorized, split, tax-treated, and sourced.
↓ CLICK THE TABS BELOW TO SWITCH DOCUMENT TYPES ↓
VENDOR INVOICE
RAW INPUT — WHAT YOU FORWARD
AI OUTPUT — WHAT LANDS IN YOUR LEDGER
Supplies $214.80 · Tax $61.49
BANK LINE
RAW INPUT — WHAT THE BANK FEED GIVES YOU
AI OUTPUT — AFTER READING THE INVOICE BEHIND IT
Monitor arm $178.22 · Cables $140.00
W-2
RAW INPUT — A PHOTO OF A W-2
AI OUTPUT — MAPPED TO THE RETURN
CRUMPLED RECEIPT
RAW INPUT — PHONE PHOTO, FOLDED, FADED
AI OUTPUT — WITH THE TAX RULE APPLIED
The pipeline
Five stages. Zero keystrokes.
Intake
Emails, invoices, statements, receipts — forwarded or synced. Any format.
Read
Structured data pulled from unstructured documents. No templates.
Understand
Classified by meaning, not keyword. Reconciled to the statement.
Close
Period closed. Financials generated. Tax position updated live.
File
Return built from the same ledger. Reviewed, signed, transmitted.
ILLUSTRATIVE OF THE ENGINE PIPELINE
The AI difference
Zero manual entry. From day one.
Other platforms digitized the old way of doing things. We replaced it.
Your AI reads everything so you don't have to.
Connect your accounts. Forward your emails. Drop in your invoices. TAXONIX reads, categorizes, and records it all — automatically. Receipts, bank statements, vendor invoices, payroll data. The AI processes it; you review it.
Books that close themselves.
Every transaction reconciled. Every account balanced. Every period closed — on time, every time. Your P&L and balance sheet are generated the moment you need them, not when someone finally has time to build them.
Tax returns that build themselves.
When your books are clean, your taxes are nearly done. TAXONIX tracks deductions, flags opportunities, and pre-builds your return throughout the year. Filing season is no longer a scramble. It's a review.
AI voice agents that talk to your clients.
For professionals and firms: your clients get answers without you picking up the phone. AI voice agents handle routine communication — status updates, document requests, deadline reminders — so you can focus on work that actually requires your expertise.
Full e-filing, built in.
TAXONIX e-files directly to the IRS and state agencies through IRS-authorized transmitter infrastructure. From preparation to transmission to confirmation, it all happens inside one platform — you never export a return to file it.
Keep QuickBooks. Or replace it.
Bidirectional sync means nothing changes for your clients. Pull your client list and chart of accounts in, push approved categorizations back. No migration. No lock-in. Your call, not ours.
The real story
Most platforms are built around filing season.
One return. One deadline. See you next year.
That works for individuals who file and disappear. It doesn't work for serious business owners — and it doesn't build a serious practice.
The real money, the real relationships, and the real staying power live in two places: bookkeeping and tax planning.
Bookkeeping is a monthly relationship. It doesn't stop in April. A business owner with clean, current books is a client for life.
Tax planning is where real financial intelligence lives. It's not about filing what happened — it's about shaping what's going to happen.
TAXONIX was designed around both. Not as add-ons. Not as upsells buried in a higher tier. As the foundation.
Built for everyone who deals with money
Who is TAXONIX for?
Whether you're filing your first return or building a practice that serves hundreds — or launching a financial services business from the ground up — TAXONIX was built for you.
INDIVIDUAL FILERS
File your taxes in under an hour. For real.
Upload your documents. Answer what's left. TAXONIX prepares and e-files — faster and more accurate than anything you've used.
See individual filing →BUSINESS OWNERS
Stop paying three people to do what one platform does automatically.
Books close themselves. Return builds all year. Real planning included. One engine replaces your bookkeeping software, your accountant, and your tax preparer.
See the business platform →CPAs & TAX PROFESSIONALS
Expand what you offer. Keep every client. Work year-round.
Most tax pros never offered bookkeeping. Most bookkeepers never offered planning. They refer it out and lose the client, the revenue, the year-round relationship. The AI changes that overnight.
See professional tools →ENTERPRISE & WHITE-LABEL
You're not just licensing software. You're launching a practice.
White-label branding, integrated CRM, done-for-you funnels, automated workflows, staff training. You keep 100% of what you charge clients.
See enterprise licensing →Why TAXONIX
You've been paying for several things that should be one.
We named our competitors. Because we know why you're here.
| Capability | TurboTax | QuickBooks | Xero | Drake | TaxSlayer | TAXONIX |
|---|---|---|---|---|---|---|
| AI reads source documents | — | — | — | — | — | ✓ |
| Autonomous bookkeeping | — | Partial | Partial | — | — | ✓ |
| Books & return from one engine | — | — | — | — | — | ✓ |
| Tax preparation | ✓ | — | — | ✓ | ✓ | ✓ |
| Tax planning deliverable | — | — | — | — | — | ✓ |
| E-filing built in | ✓ | — | — | ✓ | ✓ | ✓ |
| Audit-ready workpapers | — | — | — | — | — | ✓ |
| AI client communication | — | — | — | — | — | ✓ |
| Practice management | — | — | — | Limited | Limited | ✓ |
| White-label licensing | — | — | — | — | — | ✓ |
| Integrated CRM & funnels | — | — | — | — | — | ✓ |
| Serves all four audiences | — | — | — | — | — | ✓ |
Built by practitioners
We built TAXONIX because we lived the problem.
The team behind TAXONIX didn't come from Silicon Valley. We came from the field.
Twenty years preparing taxes at every income level. Running tax franchises. Working inside service bureaus. Processing bank products. Keeping books for startups, small businesses, and large businesses.
We used every platform on the market. None talked to each other. None eliminated the work — they reorganized it.
FROM THE TEAM THAT BUILT IT
"We were the most qualified people in our clients' financial lives to give them all three — books, planning, and their return. And we referred it out for years. Those weren't bad decisions. They were the only decisions the tools allowed."
20+
Years in tax & accounting
CPAs · EAs
Credentialed practitioners on staff
Bureaus
Franchise & service bureau operators
The firms and filers who get in early will define the market.
Early access members get first priority on onboarding, dedicated setup support, and founding rates locked in before general availability.