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Path 02

For Business Owners

Stop paying three people to do
what one platform does automatically.

You don't know what your business made last month — and you've stopped expecting to. That's not a you problem. That's a tooling problem.

The three-vendor problem.

You pay for bookkeeping software. You pay a bookkeeper or do it yourself at 11pm. You pay an accountant to interpret it. You pay a tax preparer to file it.

Four bills. Three logins. Two manual handoffs. And you still don't have a current picture of your own business.

Then April arrives and someone tells you what you owe — three months after you could have done anything about it.

What TAXONIX does

Three jobs. One engine.

Books that close themselves

Connect your accounts. The AI imports, categorizes, and reconciles every transaction. Monthly close happens on schedule without you chasing anyone.

  • ✓Automatic transaction import
  • ✓AI categorization & reconciliation
  • ✓Real-time P&L, balance sheet, cash flow
  • ✓AP & AR tracking
  • ✓Multi-entity support

A return that builds all year

When the books are clean, the return is nearly done. Your estimated liability updates as each month closes. April stops being a surprise.

  • ✓Year-round tax position tracking
  • ✓Schedule C, 1120, 1120-S, 1065
  • ✓State and local returns
  • ✓Quarterly estimated tax calculations
  • ✓Direct e-filing included

Planning, not just filing

Filing records what happened. Planning shapes what happens next. A formal written tax plan that maps legal strategies to keep more of what you earn.

  • ✓Formal written Tax Plan
  • ✓Entity structure analysis
  • ✓Income timing & deferral strategies
  • ✓Industry-specific deductions
  • ✓Quarterly strategy sessions

Already on QuickBooks?

Keep it. Nothing changes for you.

TAXONIX syncs bidirectionally with QuickBooks Online. Your accountant notices nothing except that your books are clean. No migration conversation. No forced switch. When you're ready to replace it, you can — on your timeline.

NO VENDOR LOCK-IN / FULL DATA EXPORT ANY TIME

Behind on your books?

That's the most common place we start. We bring your entire year current in one session — then you're on a normal monthly rhythm.

Twelve months, one session

Not weeks of back-and-forth with a bookkeeper. The AI reads the year's documents and statements and closes every period in sequence.

Then it stays current

Once you're caught up, close happens monthly on schedule. You never fall behind again — and your return builds from clean books.

Know your numbers again.

Join the waitlist and lock in founding rates. Catch-up available if you're behind.

TAXONIX.ai home

Every dollar. Every statute. Accounted for.

The AI-native tax, bookkeeping, and planning platform. Built for individual filers, business owners, tax professionals, CPAs, and enterprise partners.

Contact

E-Filing via IRS-Authorized Transmitter Infrastructure/ Redaction Before AI Processing/Bank-Level Encryption/ Per-Tenant Data Isolation/SOC 2-Aligned

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