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Taxation.ai

APIyesOSS—FREEyesDOCS4/5
TA7.2#1 of 33
outWeb—Windows—Mac—Linux—Android—iOS

Ranked in AI Tax Software ·Free plan· paid from $49/mo

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About

Taxation.ai is AI-powered tax preparation software for individuals, freelancers and firms, available through web, API and self-hosted platforms. It extracts information from uploaded tax documents and maps fields to IRS form lines. Its assistant answers natural-language tax questions with IRS publication citations and contextual guidance, while the deduction engine checks more than 500 federal and state deductions and provides risk scores and IRS references. The maker says the service supports IRS-authorized e-filing in all 50 states and DC, with pre-file validation and refund tracking. Investors can connect exchanges through an API or upload CSVs; Coinbase, Binance and Robinhood are among more than 100 named platforms. Returns can also import client data by CSV or from QuickBooks. The Free plan is 0.00 USD per free and includes one federal return per year, five document uploads, basic AI and community support. Plus costs 15.00 USD per once per filing year. Practice costs 49.00 USD per month, billed $490 billed annually (save 17%), and includes API access. The company says infrastructure is hosted in Germany; relevant tax and financial data may be sent to OpenAI for AI processing and is not used to train its models.

Who it is for

The listed use cases include freelancers, small businesses, investors, international filers, tax professionals, real estate investors, high-net-worth individuals and families. Practice adds team and client-management features for tax firms.

What is good

  • Maps uploaded tax-document fields to IRS form lines.
  • Deduction engine checks over 500 federal and state deductions.
  • Maker says e-filing covers all 50 states and DC.
  • Imports client data from CSV or QuickBooks.
  • Practice includes API access.

What to know first

  • Free plan allows one federal return per year.
  • Free plan includes only five document uploads.
  • Relevant tax and financial data may be sent to OpenAI.
  • Practice is listed at 49.00 USD per month, billed annually at $490.

Verdict

Taxation.ai combines document extraction, deduction discovery and filing support with options for individual returns and tax practices. Review the plan limits and the stated OpenAI data-processing arrangement before choosing it for sensitive tax workflows.

Compared on AI tax software

Free plan
Yestaxation.ai
Paid from
15 one-timetaxation.ai
Taxpayer types
bothtaxation.ai
AI tax guidance
Yestaxation.ai
Document import
Yestaxation.ai
Deduction finding
Yestaxation.ai
Expert review
Yestaxation.ai
Filing support
bothtaxation.ai

Facts

Product
Taxation.ai describes itself as AI-powered tax preparation software for individuals, freelancers, and firms.taxation.ai · 30 Sept 2026
Document extraction
The product extracts fields from uploaded tax documents and maps them to IRS form lines.taxation.ai · 30 Sept 2026
AI assistant
Its assistant answers natural-language tax questions with IRS publication citations and context-aware guidance.taxation.ai · 30 Sept 2026
Deduction discovery
The deduction engine scans against more than 500 federal and state deductions and provides risk scores and IRS references.taxation.ai · 30 Sept 2026
E-filing
The maker says it supports IRS-authorized e-filing across all 50 states and DC, with pre-file validation and refund tracking.taxation.ai · 30 Sept 2026
Integrations
The maker says crypto and stock investors can connect exchanges via API or upload CSVs, naming Coinbase, Binance, and Robinhood among 100+ platforms.taxation.ai · 30 Sept 2026
Accounting imports
The maker says returns can import client data from CSV or QuickBooks.taxation.ai · 30 Sept 2026
Who it serves
The maker lists freelancers, small businesses, crypto and stock investors, international filers, tax professionals, real estate investors, high-net-worth individuals, and families as use cases.taxation.ai · 30 Sept 2026
Security
The security page says data is encrypted at rest with AES-256 and in transit with TLS 1.2 or higher, and that infrastructure is hosted in Germany.taxation.ai · 30 Sept 2026
Compliance
The security page says the company is working toward SOC 2 Type II certification, while the pricing page describes SOC 2 Type II as certified compliant.taxation.ai · 30 Sept 2026
Privacy
The privacy policy says Vaionex Corporation operates Taxation.ai and that relevant tax and financial data may be sent to OpenAI for AI processing and is not used to train its models.taxation.ai · 30 Sept 2026
Support
The Free plan includes community support, Plus includes priority email and chat support, and Practice includes a dedicated account manager.taxation.ai · 30 Sept 2026

Company

Headquarters
Newark, Delaware, USAtaxation.ai · 23 Sept 2026

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Where it ranks on Inferse

Sources