Self-Learning AI · 8 Live Regulatory Feeds

The Future of
Tax Preparation
Is Here

Enterprise AI platform that auto-updates from IRS, learns from every interaction, and prepares GAAP-compliant financial statements — all in one place.

13
Integrated Modules
8
Live Data Feeds
50
States Covered
24/7
AI Tax Advisor
Core Capabilities

Everything a tax professional needs. Nothing they don't.

🧠

Self-Learning AI Advisor

Powered by Claude AI. Answers complex tax questions with IRC section references. Learns from every interaction — rates, feedback, and complaints improve it daily.

Trained on IRC, Treasury Regs, GAAP
🔴

Live IRS Auto-Updates

Connected to 8 regulatory feeds pulling every 15 minutes. IRS revenue procedures, Federal Register, Congress, OECD, 50 state departments, FASB, AICPA, Tax Court.

Real-time severity classification
📊

GAAP Financial Statements

Auto-generated Balance Sheet (ASC 210), Income Statement (ASC 220), Cash Flow (ASC 230), Equity, and complete GAAP-to-Tax reconciliation (M-1/M-3).

FASB ASC compliant
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Cross-Border Compliance

GILTI, FDII, BEAT, Subpart F. Complete international filing matrix with Forms 8938, FBAR, 5471, 5472, 8865, 3520 — including penalty calculations.

IRC §951A, §250, §59A
🏛️

50-State Tax Navigator

Every state's individual and corporate rates, nexus rules, apportionment methods, PTET elections, and conformity to federal IRC. Searchable, sortable, real-time.

Post-Wayfair economic nexus
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Enterprise Security

AES-256 encryption, SOC 2 Type II, IRS Pub 1075, NIST 800-53, GDPR/CCPA. MFA with FIDO2, RBAC, immutable audit trails, PII auto-redaction.

7-year audit retention
Complete Platform

13 Integrated Modules

01

Dashboard

Overview, progress, YoY analysis

02

Document Center

AI OCR, auto-classification

03

Financial Statements

5 GAAP statements + recon

04

Tax Filing

Live computation, all entities

05

State Taxes

50 states, nexus, PTET

06

International

GILTI, FDII, BEAT, FBAR

07

AI Tax Advisor

Claude AI with feedback loop

08

Client Portal

Multi-client management

09

Live Law Updates

8 feeds, auto-pulling

10

Self-Learning Hub

Feedback, gaps, complaints

11

Prior Years

Vault + carryforwards

12

Security Center

SOC 2, audit logs, MFA

13

Settings

Preparer info, e-file, API

Powered by Claude AI

An AI advisor that actually knows tax law

Not a generic chatbot. TaxFlow Pro's AI is trained on the Internal Revenue Code, Treasury Regulations, FASB ASC standards, and state tax codes. It cites specific sections and improves with every conversation.

📋

IRC Citations in Every Answer

Specific section references, not vague guidance

👍

Learns from Your Feedback

Rate every answer — AI improves in real-time

🔄

Always Current

Knowledge base updated as laws change

You: What are the S-Corp reasonable compensation rules?
AI: Per IRC §1361-§1368 and Rev. Rul. 74-44, S-Corp shareholder-employees must receive W-2 wages that reflect reasonable compensation BEFORE taking distributions. The IRS has successfully challenged cases where shareholders took minimal salaries...

Sources: IRC §1366, Rev. Rul. 74-44, Watson v. Commissioner (2012)
Simple Pricing

Built for every firm size

Solo Preparer
Free
For individual tax preparers getting started.
  • All 13 modules
  • Pattern-based AI advisor
  • 50-state tax navigator
  • GAAP financial statements
  • Law updates dashboard
Enterprise
Custom
For large firms with compliance requirements.
  • Everything in Professional
  • SSO / SAML integration
  • SOC 2 Type II compliance
  • Custom API integrations
  • Dedicated account manager
  • IRS e-file transmitter

Ready to transform your
tax practice?

Join tax professionals already using TaxFlow Pro.