What it sells
API-first tax engine for CPA firms and developers
Business model breakdown
Buyer: who owns the budget?
UnverifiedCPA firm owners / partners.
Trigger: what makes them buy now?
Legacy desktop tax software, manual data entry and a shrinking CPA workforce.
Workflow: what inputs become what output?
Client portal with document request and questionnaire, automated workpaper preparation, tax engine with audit trail for every number, review, Form 8879 e-signature and IRS e-file from one workflow.
Distribution: how it reaches customers
Waitlist and demo (Join the waitlist, interactive demo); talk to a founder.
Funding history and coverage
| Round date | Stage | Amount | Investors | Source |
|---|---|---|---|---|
| — | Y Combinator Summer 2026 | — | Y Combinator | ycombinator.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.