One Platform. From First Transaction to Final Return.
Taxee gives accountants and their clients AI-powered bookkeeping today — with seamless tax filing coming soon. Save hours every week. File with complete confidence.
Built for accounting professionals
Our Platform
Pre-tax today. Tax filing tomorrow.
Every product in the Taxee suite is designed to work together — so your books are always ready for tax season.
Taxee Books
AI-powered bookkeeping built for small businesses and their accountants. Import statements, categorize with AI, review anomalies, and deliver a clean package to your CPA — without a spreadsheet.
- Import bank & credit card statements
- AI categorization that learns from corrections
- Receipt & bill OCR scanning
- Anomaly detection & duplicate scanning
- One-click accountant package
- CPA access — always free
- AI financial insights & reports
Taxee Tax
Tax return filing powered directly by your Taxee Books data. No re-entry, no reconciliation headaches. Your year of clean books becomes a confident, IRS-ready return in minutes.
- Pre-filled from your Taxee Books data
- Support for Schedule C, S-Corp & partnerships
- CPA review & e-signature workflow
- IRS e-file submission
- Prior-year comparison & audit flags
- Multi-state filing support
For Accountants & CPAs
Built with your workflow in mind
Taxee isn't just bookkeeping software. It's the accounting workflow you always wished your clients had.
Your CPA is always free
Invite your accountant at no extra cost — forever. They get a dedicated view, full transaction history, and one-click export of everything they need to file.
One-click accountant package
Generate a complete, organized bookkeeping package at any time. Bank statements, categorized transactions, P&L, and balance sheet — all in one download.
AI that learns from corrections
Every correction you or your CPA makes trains the model on your business. Over time, Taxee categorizes with the same judgment as your accountant.
Anomaly & duplicate detection
Taxee flags unusual transactions, duplicate entries, and classification inconsistencies before they become problems at tax time.
Receipt & bill OCR
Snap a photo or forward an email. Taxee extracts vendor, amount, date, and category automatically and attaches it to the matching transaction.
Real-time financial reports
P&L, balance sheet, and cash flow statements are always up to date. Share read-only dashboards with clients so they're never in the dark.
How It Works
From messy bank feed to clean books
Four simple steps. A few minutes a week. Books that are always audit-ready.
Connect your accounts
Link bank accounts and credit cards via secure open banking — or upload CSV, OFX, or QFX statements. No manual data entry.
AI categorizes everything
Our AI reads every transaction and assigns the right account code in under 2 seconds. It learns from corrections and improves over time.
Review the exceptions
A clean human review queue surfaces only what needs your attention. Approve, correct, or split — it takes minutes, not hours.
File with confidence
Deliver a clean accountant package with one click. Your CPA gets organized books, reports, and source documents — ready for tax filing.
Security & Compliance
Your clients' data is sacred.
We treat it that way.
Taxee is built for financial professionals who can't afford to compromise on security or compliance.
AES-256 Encryption
All data is encrypted at rest and in transit using industry-standard AES-256 encryption.
SOC 2 Compliant
Our infrastructure meets SOC 2 Type II standards for security, availability, and confidentiality.
IRS-Ready Exports
Every report and package meets IRS documentation standards — no reformatting needed.
99.9% Uptime SLA
We guarantee availability when you need it most — especially during tax season crunch time.
Automatic Backups
Your financial data is backed up continuously. Point-in-time recovery available for all accounts.
Role-Based Access
Granular permissions ensure clients, accountants, and bookkeepers only see what they need.
What People Are Saying
Accountants and clients both love it
“I manage books for 23 small businesses. Taxee cut my monthly close time in half. The anomaly detection alone has caught things that would have been painful audit flags.”
“Finally a bookkeeping tool where my accountant can just log in and see everything. No more emailing spreadsheets. No more 'what does this charge mean?' texts.”
“The AI categorization is spooky good. It correctly tagged all my contractor payments under the right 1099 expense buckets from day one. Zero training from me.”
Pricing
Pay per set of books, not per user
Unlike QuickBooks or Xero, Taxee charges for the entity — not every person who needs to look at it. Your CPA, bookkeeper, and business owner all log in for free.
- 1 entity
- Up to 100 transactions / month
- AI categorization
- Unlimited users & CPAs
- Basic reports
- 1 entity
- Unlimited transactions
- AI categorization + learning
- Unlimited users & CPAs
- Full reports + close process
- Receipt & bill OCR
- Anomaly detection
- Accountant package export
- Multiple entities
- Volume discounts
- White-glove onboarding
- Dedicated support
- SLA guarantees
- Custom integrations
All plans include unlimited CPAs and collaborators. No per-seat fees — ever.
Your clients deserve better books.
Get started free today. No credit card. No lock-in. Just cleaner books and fewer surprises at tax time.
Questions? Email us at hello@taxee.ai