What it sells
AI to make tax returns less painful
Business model breakdown
Buyer: who owns the budget?
UnverifiedTax firm owners and partners (CPAs).
Trigger: what makes them buy now?
Manual data entry, 60-hour busy-season weeks and hiring bottleneck.
Workflow: what inputs become what output?
Pulls data from W-2s, 1099s, K-1s and 100+ doc types, builds workpaper binder, pushes to Drake, Lacerte, ProConnect, CCH Axcess, and flags mismatches for review.
Economics: what it saves and how it charges
Flat rate per return regardless of complexity; claims 95% of data entry automated and 50% less time per return.
Distribution: how it reaches customers
Demo and free trial; integrations with tax software.
Funding history and coverage
| Round date | Stage | Amount | Investors | Source |
|---|---|---|---|---|
| 2026-04-09 | — | $12M | — | news.google.com |
Profiles summarize public reporting and company websites. Business-model notes are MaxBC's reading of that material, not confirmed facts; unknowns are left blank rather than guessed. Updated 2026-10-12.