Tax Outsourcing
Scale your accounting firm by outsourcing tax preparation to Taxfyle's network of licensed pros.
Executive Summary
Taxfyle offers a comprehensive tax outsourcing solution designed for accounting firms looking to manage fluctuating workloads and scale their operations efficiently. By leveraging Taxfyle's extensive network of licensed and verified tax professionals, firms can offload excess tax preparation work, ensuring timely and accurate client service without the overhead of hiring additional in-house staff. The platform integrates powerful AI capabilities to automate various aspects of tax preparation, enhancing efficiency and accuracy. This allows firms to focus on higher-value advisory services and strategic growth, while Taxfyle handles the labor-intensive aspects of tax compliance. The service is built to seamlessly integrate with existing firm workflows, providing a flexible and scalable solution for tax season peaks and beyond.
Use Cases
- Handle peak tax season workload overflow without hiring permanent staff.
- Scale firm capacity to take on more clients and engagements.
- Reduce operational costs associated with in-house tax preparation.
- Free up in-house accountants to focus on higher-value advisory services.
- Ensure compliance and accuracy with tax preparation handled by licensed professionals.
Features
Visibility
- Engagement Tracking Dashboard: Monitor the real-time status and progress of all outsourced tax preparation engagements.
Intelligence
- AI-Powered Tax Prep: Automate data extraction and preliminary form filling using generative AI for increased efficiency.
Support
- Dedicated Integration Support: Receive assistance for customized API integration to ensure seamless workflow adoption.
Technical Specifications
- Architecture
- Cloud-native, API-first architecture
- Deployment
- SaaS
- API Available
- Yes
AI/ML Stack
- Generative AI
Security & Compliance
Certifications: SOC 2
Encryption: Data encrypted in transit and at rest
Pricing
- Model
- Service-based, per-engagement
- Starting Price
- Contact sales
- Target Customer
- SMB,Mid-Market
About Taxfyle
Taxfyle is a platform that provides online tax filing, accounting, and bookkeeping services, connecting users with licensed CPAs or EAs. Founded in 2015, it aims to simplify professional tax preparation, leveraging AI and human expertise.