UpTax

UpTax streamlines tax preparation for US CPA, EA, and accounting firms by handling a comprehensive range of federal returns. Key features include: • Prepares 1040, 1065, 1120, 1120S, 1041, and 990 returns • Connects and classifies client documents automatically • Drafts complete tax returns based on source data • Facilitates review, approval, and e-filing • Ensures data security with SOC 2 Type II compliance This platform transforms the tax process from document intake to final submission. Users upload client documents such as W-2s, 1099s, K-1s, and trial balances. The system reads, reconciles, and maps all figures to the appropriate lines, creating a source-linked draft return. Every number in the draft can be traced back to its original document, providing full transparency and auditability. Before reaching your desk, every number is verified by US Enrolled Agents and tax professionals, ensuring accuracy and compliance. Your firm maintains full control and accountability, with a required human sign-off for every return. Once approved, returns are e-filed to the IRS and states, with acceptance acknowledgements tracked directly within the platform. UpTax is designed for tax and accounting firms seeking to increase preparer efficiency and handle a higher volume of returns without sacrificing accuracy. It helps reduce manual data entry, optimize review workflows, and scale operations.