Trusted by the best
Document Intake
Smart Questionnaire
Pre-filled using last year's return, so clients type less to generate their exact document checklist.
Magic Link
Secure, one-click mobile uploads with no portal passwords required.
Automated Chasing
Taxus automatically follows up with clients until every missing document is uploaded.
Digital Binder
Uploads are instantly auto-renamed and combined into a clean, standardized PDF binder.
Direct Import
Smart Extraction
Taxus reads uploaded docs and accurately captures every relevant field.
Direct Integration
Push the extracted data seamlessly into your tax software.
Precision Mapping
Every number is placed into the exact corresponding field within your tax software without typos.
Review Ready
Skip manual data entry entirely and open a tax return that is already fully populated.
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Security & Compliance
Enterprise-Grade Protection
US-Based Infrastructure
All data is hosted on secure servers located in the United States. Full compliance with data residency requirements.
Bank-Level Encryption
AES-256 encryption for all data at rest and in transit. Your client data is protected with the same standards used by financial institutions.
IRS Compliant
Full compliance with IRS data security guidelines and requirements.
Complete Audit Logging
Track every action with detailed audit trails. Know exactly who accessed what data and when, for complete accountability.
Pricing
Simple Pricing
Pay only for what you process. No subscriptions, no setup fees, no surprises.
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