TaxFlux — AI Tax Preparation Software for CPAs & Tax Professionals
TaxFlux helps CPAs, enrolled agents, and tax preparers process client returns faster with AI. Upload client W-2s and 1099s, auto-extract data, calculate federal and state taxes for all 50 states, and generate complete Form 1040s — ready for client review and filing.
How It Works
- Upload Client Documents — Upload W-2, 1099-NEC, or 1099-INT as a PDF or image.
- AI Data Extraction — AI reads the documents and populates the return automatically.
- Review & Adjust — Verify data, add deductions, and apply credits through a guided interview.
- Generate & Deliver — Download a complete Form 1040 PDF for client review and filing.
Features for Tax Professionals
- Multi-client dashboard with unlimited returns
- AI-powered W-2 and 1099 document scanning
- Federal Form 1040 generation
- State taxes for all 50 states plus NYC
- Multi-state W-2 support with reciprocity
- PDF export for client review
- 256-bit encryption and audit logging
- Free during beta — no per-return fees
FAQ
Is TaxFlux free for tax professionals?
Yes. TaxFlux is completely free during beta with unlimited client returns and no per-return fees.
Can I manage multiple client returns?
Yes. Pro accounts support unlimited client returns managed from a single dashboard.
Does TaxFlux handle multi-state clients?
Yes. TaxFlux calculates state taxes for all 50 states with automatic reciprocity and credit allocations.
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