Replace paper organizers with an AI chat that collects every document and data point your clients need to file. On their schedule, not yours.
7-day free trial. Set up in under 5 minutes.
SOC 2 Certified Infrastructure
Enterprise cloud providers
256-bit AES Encryption
Data at rest and in transit
Powered by Stripe
Secure payment processing
GLBA Compliant
FTC Safeguards Rule
SOC 2 Certified Infrastructure
Enterprise cloud providers
256-bit AES Encryption
Data at rest and in transit
Powered by Stripe
Secure payment processing
GLBA Compliant
FTC Safeguards Rule
SOC 2 Certified Infrastructure
Enterprise cloud providers
256-bit AES Encryption
Data at rest and in transit
Powered by Stripe
Secure payment processing
GLBA Compliant
FTC Safeguards Rule
SOC 2 Certified Infrastructure
Enterprise cloud providers
256-bit AES Encryption
Data at rest and in transit
Powered by Stripe
Secure payment processing
GLBA Compliant
FTC Safeguards Rule
Three steps to replace paper organizers with AI-powered intake.
Generate a unique intake URL for your client. Each preparer gets a branded subdomain (yourfirm.taxlytic.ai). Share it via email, text, or your client portal.
Your client answers questions in a guided conversation. The AI adapts follow-ups based on their answers, collects documents (W-2s, 1099s, receipts), and validates everything along the way.
See organized tax data on your dashboard, not chat transcripts. Verify extracted information, add notes, and export a clean PDF summary ready for your tax software.
Stop chasing clients for documents. Let Taxlytic do the heavy lifting so you can focus on filing.
Clients answer questions in a guided conversation. The AI adapts follow-ups based on their answers, handles branching logic, and collects everything you need. No confusing forms. No back-and-forth emails.
W-2s, 1099s, receipts: clients upload directly in the chat. Auto-validated and organized by category.
Track every client's progress at a glance. See who's done, who's stuck, and who needs a nudge.
Each preparer gets a unique subdomain. Send clients to yourfirm.taxlytic.ai.
Encrypted in transit and at rest, SOC 2 certified infrastructure, and strict access controls. Your clients' data stays safe.
One click to export completed intakes as a clean PDF. Export as professional PDF summaries for your records.
Taxlytic is launching for Tax Season 2026. Be among the first to replace paper organizers with AI-powered client intake.
Stop chasing clients for documents. AI collects everything in one session.
Start your 7-day trial and see what AI intake can do for your practice.
Your feedback directly influences what we build next. Priority support included.
No hidden fees. Pick the plan that fits your practice.
Tax Season is billed per season.
For solo preparers getting started with digital intake.
Or $599 billed annually
High-volume plan for the busy February through April crunch.
Feb through Apr access
Year-round intake for growing firms with full form coverage.
Billed annually at $2,189
Document extractions per client: Standard 3, Tax Season 10, Premium 15. Additional extractions: $1.50 each.
Client overage: $5 per additional client beyond plan limit.
7-day free trial. Cancel anytime, no fees.
Everything you need to know about Taxlytic.
Set up in under 5 minutes. Send your first intake link tonight.