Free AI tax software that reads your W-2 and 1099 forms, finds deductions you'd miss, and prepares your federal return
Stage
Startup
Not given
Founded
2026
Not given
Based in
AT
US
Pricing model
Paid
Free
Pricing
Solo: US$12/month or US$120/year (US$10/month with 2 months free yearly); Bookkeeper: US$39/month or US$390/year (US$32.50/month with 2 months free yearly); Practice: US$99/month or US$990/year (US$82.50/month with 2 months free yearly). 14 days free trial on every plan, no card required.
Not given
Key features
Send Profit and Loss, Balance Sheet, Trial Balance, Executive Summary and other financial statements
Combine reports into PDF, Excel workbook, or individual CSV files
Schedule reports to send weekly, every two weeks, monthly or quarterly
Send to up to 20 recipients per schedule
Add comparison columns for previous periods
Filter reports by tracking category such as region or department
Custom cover page with company logo and colours
Encrypted storage of Xero access tokens
Send test reports before saving schedules
Automatic deduction discovery from bank and card statements
Home office and business mileage deductions
Qualified business income deduction calculation
Self-employed health insurance deduction
Documents remain on your computer
IRS rule citations for every line item
E-file free with IRS Free File Fillable Forms
Line-by-line calculation transparency
What makes it different
Automates what Xero cannot yet do itself—Xero has no built-in scheduled report emailing feature
Fresh figures pulled from Xero at send time, not from saved exports
Recipients need no Xero login or Reportpost account to open reports
Copy schedules between clients to save setup time
Financial data not stored—reports generated at send time only
Finds deductions automatically in bank and card statements, not available in traditional tax software
All documents and returns stored locally on your computer with no cloud storage
Free with no paid upgrade tiers to unlock deductions
Completely transparent calculations with IRS rule citations for every line