The Platform
One engine.
Every financial workflow.
TAXONIX is built around two portals — a client-facing interface for individuals and businesses, and a professional practice app for CPAs, tax professionals, and enterprise partners. Both run on the same AI engine.
Architecture
Two doors. One intelligence layer.
Not one product with four price tiers. One platform with two access points — built so every audience gets exactly the interface they need, connected to the same underlying intelligence.
CLIENT PORTAL
For individuals and business owners
Clean, guided, and built for people who are excellent at running their business — not for people who are excellent at accounting. Upload documents. Review AI-categorized transactions. See your dashboard. Review your return. File. Done.
- ✓Document upload and AI extraction
- ✓Real-time P&L, balance sheet, cash flow
- ✓Tax return status and review
- ✓E-filing and confirmation tracking
- ✓Direct communication with your professional
PROFESSIONAL PRACTICE APP
For CPAs, EAs, tax professionals, and partners
Command central for practitioners managing multiple clients, entities, and return types simultaneously. One dashboard surfaces overdue tasks, pending returns, documents awaiting review, deadlines, e-file confirmations, and AI-flagged items.
- ✓Multi-client, multi-entity dashboard
- ✓AI-assisted return prep, all major types
- ✓AI voice agents for client communication
- ✓E-filing queue and status tracking
- ✓White-label configuration (enterprise)
- ✓Integrated CRM and funnels (enterprise)
QuickBooks integration
Keep QuickBooks. Or replace it. Your call, not ours.
Your clients don't change anything. TAXONIX syncs bidirectionally with QuickBooks Online, or replaces it entirely when you're ready.
MODE 01
Pull from QBO
Import client list, chart of accounts, and transactions. Your account structure isn't translated into ours — it's adopted as-is. No manual entry.
MODE 02
Push back to QBO
Approve categorizations in TAXONIX and they land in QuickBooks automatically. Run both systems in parallel as long as you want.
MODE 03
Or replace it entirely
TAXONIX does everything QBO does, plus tax prep, planning, and the client portal. Move when you're ready, not when we say.
NO VENDOR LOCK-IN / NO FORCED MIGRATIONS / FULL DATA EXPORT ANY TIME
Security & compliance
Your financial data deserves infrastructure that takes it seriously.
Redaction before AI processing
Sensitive identifiers are redacted before any document is read by the AI. The model reads "wages of $84,200 from employer X" — not a name attached to an SSN. Client data is not used to train third-party models.
Encryption in transit and at rest
Every byte encrypted. Keys managed and rotated, never exposed.
Per-tenant data isolation
Row-level security enforces strict separation at the data layer — not just in the application. Your data is only ever yours.
Complete audit trail
Every number traces to its source document. Every change logged. Audit-defensible by design.
SOC 2-aligned controls
Access controls, monitoring, and change management designed against SOC 2 Trust Services Criteria.
You own your data
Export everything, any time, in standard formats. No lock-in. E-filing runs through IRS-authorized transmitter infrastructure.
See the platform in action.
Request a demo and we'll walk you through the full workflow — document intake to filed return.