Region

AI tax software in the United States

The deepest market in the world for tax AI — consumer filing, self-employment, sales tax, and firm automation all at scale.

41companies

27with cited reviews

18AI-native

The US supports more AI tax products than every other market combined, for structural reasons: a self-assessment system, roughly 70 million self-employed and gig workers, and a sales tax regime fragmented across thousands of jurisdictions. Each of those creates a distinct software category.

Consumer filing is a duopoly with AI layered on — Intuit Assist in TurboTax, AI Tax Assist in H&R Block — while the genuinely AI-native companies cluster in self-employment (Keeper, FlyFin, Lettuce), sales tax (Kintsugi, Numeral, Anrok), and firm automation (Black Ore, Filed, Aiwyn).

All 41 listed

TurboTax

turbotax.intuit.com

4.8 Apple App Store

The most-used consumer tax software in North America, now with Intuit Assist AI answering questions and checking the return at every step.

Personal tax filing

H&R Block

4.3 Google Play

Seventy years of tax prep with a free conversational AI, built with Microsoft, that can hand any question off to a live tax pro.

Personal tax filing

Avalara

The default name in sales tax automation, now deploying Avi — a network of AI agents that determine, file, and research tax autonomously.

Sales tax, VAT & GST

TaxAct

The long-running budget alternative to TurboTax, now shipping SmartFile AI to jump filers straight to the right part of their return.

Personal tax filing

TaxSlayer

A family tax business turned low-cost filing platform — adding AI-assisted deduction suggestions while keeping live humans on every tier.

Personal tax filing

Keeper

A GPT-4 model fine-tuned on tax law scans your bank transactions all year, finds the write-offs, and files the return with human review.

Self-employed & freelancers ✦ AI-native

Koinly

The most widely-used crypto tax calculator: 400+ exchanges, 170+ blockchains, and compliant reports for 20+ countries.

Vertex

Enterprise indirect tax since 1978 — the O Series engine plus a generative Copilot, and a strategic stake in AI-native Kintsugi.

Sales tax, VAT & GST

CoinTracker

Coinbase's official tax partner — a $1.3B crypto tax and portfolio platform now extending into AI-modeled financial planning.

FlyFin

4.6 Apple App Store

Claims to automate 95% of freelancer tax prep with a purpose-built tax AI, then puts licensed CPAs behind every return.

Self-employed & freelancers ✦ AI-native

april

AI-powered tax filing embedded inside the banks and fintech apps you already use, so the return starts mostly done.

Personal tax filing ✦ AI-native

TaxGPT

A tax research copilot that gives cited, code-referenced answers, drafts memos, and replies to IRS notices — used by 10,000+ tax pros.

Tax research & planning ✦ AI-native

Thomson Reuters Tax

tax.thomsonreuters.com

Checkpoint research and ONESOURCE compliance — the enterprise tax stack, now fronted by the CoCounsel generative-AI assistant.

Tax research & planning

Wolters Kluwer CCH

wolterskluwer.com

2.6 TrustRadius

The CCH tax platform — Axcess software plus AnswerConnect research — running on Wolters Kluwer's citation-backed Expert AI layer.

Tax research & planning

Bloomberg Tax

pro.bloombergtax.com

Practitioner-grade tax research and news, with generative Bloomberg Tax Answers surfacing cited responses above every search.

Tax research & planning

CoinLedger

Crypto tax reports that export straight into TurboTax and H&R Block, with an AI engine hunting harvestable losses year-round.

TaxBit

The unicorn that left consumer crypto tax behind to build audit-ready digital-asset compliance for enterprises — and the IRS.

Blue J

Generative tax research with predicted outcomes across US, Canadian, and UK law — born in a University of Toronto law lab.

Tax research & planning ✦ AI-native

Fonoa

Built by ex-Uber operators: a global tax OS for digital businesses — ID validation, determination, e-invoicing, and returns in 190+ jurisdictions.

Sales tax, VAT & GST

Anrok

Sales tax and VAT built for SaaS — used by 40% of the Forbes AI 50, including Anthropic, Notion, and Cursor.

Sales tax, VAT & GST

Lettuce

An AI accounting-and-tax system that turns a business-of-one into an S-corp and runs the whole tax side automatically.

Self-employed & freelancers ✦ AI-native

Basis

A $1.15B agent platform whose AI completed an end-to-end 1065 autonomously — now deployed inside roughly 30% of the Top 25 US accounting firms.

Accountants & firms ✦ AI-native

Crypto Tax Calculator (Summ)

cryptotaxcalculator.io

Sydney-built crypto tax engine known for deep DeFi coverage — 3,500+ integrations — now rebranding as Summ.

Kintsugi

trykintsugi.com

AI-native sales tax: nexus monitoring, product categorization, and rooftop-level rates — with backing from tax giant Vertex.

Sales tax, VAT & GST ✦ AI-native

Instead

AI tax planning and filing with 1,400+ built-in strategies — one of the few new platforms with direct IRS e-file approval.

Accountants & firms ✦ AI-native

Aiwyn

A $113M-funded "practice OS" for CPA firms whose acquisitions of Column Tax and Taxa built an AI engine for 1040 prep.

Accountants & firms ✦ AI-native

Numeral

AI agents watch government tax portals daily while human experts file — sales tax as a $350M-valued managed service.

Sales tax, VAT & GST ✦ AI-native

TaxDome

The top-rated practice platform for tax firms — workflow, CRM, and client portal — now layering in AI reporting and prep.

Accountants & firms

Taxfyle

4.7 Apple App Store

An Uber-style marketplace that uses AI to match your tax situation to one of ~4,000 licensed CPAs and EAs within minutes.

Personal tax filing

Taxwire

Fully managed sales tax and VAT across 22,000 US jurisdictions and 100+ countries — already remitting roughly $100M a year.

Sales tax, VAT & GST ✦ AI-native

Canopy

Practice management with an agentic AI "Coworker" that executes multi-step firm workflows instead of just answering questions.

Accountants & firms

Sphere

An AI tax engine that codifies the law of 100+ tax authorities — a16z-backed, used by Lovable, Replit, and ElevenLabs.

Sales tax, VAT & GST ✦ AI-native

Black Ore

Tax Autopilot reads client documents and drafts complete 1040s for CPA firms — backed by $60M from a16z and Oak HC/FT.

Accountants & firms ✦ AI-native

Gelt

Premium tax filing and planning for high earners and business owners — AI-driven insights with a dedicated CPA team on top.

Personal tax filing

Juno

Automates 90% of tax prep data entry across 92+ document types — and deliberately keeps the human preparer holding final authority.

Accountants & firms ✦ AI-native

Zamp

Done-for-you sales tax: AI automation for nexus, filings, and notices with a human tax team carrying the workload.

Sales tax, VAT & GST

Awaken

Crypto tax for the on-chain native: AI labeling that learns your history across 10,000+ DeFi and NFT protocols.

Crypto tax ✦ AI-native

Filed

An AI tax preparer that works inside the tax software firms already use — Drake, UltraTax, CCH, Lacerte — instead of replacing it.

Accountants & firms ✦ AI-native

StanfordTax

stanfordtax.com

AI that turns the annual client-document chase into organized, bookmarked workpapers and personalized tax organizers.

Accountants & firms ✦ AI-native

TaxPlanIQ

Turns tax returns into advisory revenue: AI matches client situations to a strategy library and prices the projected savings.

Accountants & firms

Intuit Tax Advisor

accountants.intuit.com

Intuit's pro-side AI: planning strategies, audit-risk flags, and auto-built client reports for ProConnect and Lacerte preparers.

Accountants & firms

Frequently asked

What is the best AI tax software in the US?: It depends on the return. W-2 filers are served by the mainstream products and their AI assistants; 1099 and gig workers get more value from year-round deduction tracking like Keeper or FlyFin; businesses with multi-state sales need indirect tax automation, which is a different category entirely.
Can AI file a US federal tax return with the IRS?: Yes — several AI-driven products hold IRS e-file authorisation, including Instead and the Column Tax engine now inside Aiwyn. Authorisation covers transmission; the accuracy of the return remains the filer's responsibility.

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Listings and cited review scores were last verified in August 2026. See how we select companies and cite reviews.