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TaxOrch

White-label AI tax platform for firms, banks & fintechs

TaxOrch delivers a robust, white-label tax platform tailored for accounting firms, banks, and fintech organizations. Key capabilities include: * Rules-based tax calculations with official source citations * Document ingestion for W-2s, 1099s, K-1s, P60s, T4s, receipts, and invoices * Automatic flagging of missing documents * 14-step engagement workflow with maker-checker review and sign-off * Tamper-evident audit trails and isolated workspaces This platform ensures accuracy by backing every calculated figure with its official source and tax year, explicitly flagging any information that cannot be verified. It streamlines tax preparation by intelligently reading various financial documents and alerting users to any omissions, significantly reducing manual data entry and review time. Designed for rigorous financial operations, TaxOrch includes enterprise-grade security features like SSO and SCIM. It's an indispensable tool for tax professionals and financial institutions seeking to enhance precision, compliance, and efficiency in their tax operations, offering a fully auditable and transparent process.
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