Serial Entrepreneur
Exited FounderAbout
TaxScout builds AI tax agents for tax professionals, letting firms prepare, review and file returns in one workspace. The agents collect documents, organize data, build workpapers and flag exceptions, while licensed professionals approve every return before it is filed. The goal is to help practices handle more returns without adding seasonal or offshore staff.
Traction & Metrics
Users & Clients
15
Clients
Products
AI Tax Preparer
An AI agent that collects client documents, extracts and organizes the data, and builds workpapers. It removes the manual chasing of missing documents and re-entry of values between portals, workpapers and the tax engine, so staff start from a organized client file.
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AI Tax Reviewer
An AI agent that flags missing items and inconsistencies in prepared returns and links every extracted value back to its source document. It gives reviewers a clear list of exceptions to resolve, such as mismatched 1099-INT interest, so the professional decides how each one is handled.
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AI Tax Filer
A filing agent that handles signature, IRS transmission and acknowledgment, but only after the reviewer approves the return. Direct e-filing is being rolled out form by form as each return type completes IRS testing, and it works alongside existing tax engines such as Drake, CCH Axcess, UltraTax, Lacerte, ProConnect and ProSeries.
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