For Accounting & Tax Firms

Custom AI Systems for Accounting Firms

We design and build agentic workflows for tax research, document handling, and client admin — deployed in your environment, under your control.

Secure, local deployment options for CPA firms
What We Build

Custom Agentic
AI Workflows

We build bespoke agentic workflows that independently complete complex, multistep tasks for your firm — planning, taking action, using tools, and adapting on the fly with minimal human oversight.

Tailored automation for your specific practice needs
Runs securely on your local devices
Multi-step agents that plan, execute, and adapt
Built by our team specifically for CPA firms

Autonomous Agents

AI that doesn't just respond — it independently completes entire workflows end-to-end.

Custom Built

Every solution is tailored to your firm's unique processes and compliance needs.

Secure & Local

Runs on your own infrastructure. Your data never leaves your environment.

Consultation Available

Get in touch to discuss how custom workflows can transform your firm's operations.

ROI Calculator

See how much time & money AI automation could save

AI Readiness Quiz

Test your firm's preparedness for AI adoption

Built for Tax & Accounting Professionals

We work with firms of every size to design AI systems that fit how licensed professionals actually practice.

Certified Public Accountants (CPAs)

Enrolled Agents (EAs)

Tax Attorneys

Tax Preparation Professionals

How We Work Together

We build custom agentic AI workflows tailored to your firm's specific operations. Book a complimentary consultation to explore what's possible.

1. Book a Call

Tell us about your firm's workflow and operational challenges

2. Custom Design

We design agentic workflows specific to your firm's needs

3. Deploy & Automate

We implement and support your custom AI solution end-to-end

Complimentary for all prospective clients.

Frequently Asked Questions

What happened to the Tax Stack AI platform?

The Tax Stack AI SaaS platform closed on September 8, 2026. We no longer take new accounts or subscriptions, and the product is no longer available.

What does Tax Stack AI do now?

We work directly with accounting and tax firms on custom AI advisory, implementation, and agentic workflow development — tailored to how your firm actually operates, rather than one-size-fits-all software.

How much does an engagement cost?

It depends on scope. Engagements range from advisory and staff training through custom workflow builds, firm platforms, and self-hosted deployments, so we quote after an intro call rather than publishing a list price. The intro consultation itself is complimentary.

I'm a former subscriber — who do I contact?

Email taxstackai@gmail.com for anything related to your prior account, billing, or data.

Ready to Explore Custom AI for Your Firm?

We build the automation around your firm's existing process, not the other way around. Start with an intro call.

Complimentary intro consultation for accounting firms