We design and build agentic workflows for tax research, document handling, and client admin — deployed in your environment, under your control.
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.
AI that doesn't just respond — it independently completes entire workflows end-to-end.
Every solution is tailored to your firm's unique processes and compliance needs.
Runs on your own infrastructure. Your data never leaves your environment.
Get in touch to discuss how custom workflows can transform your firm's operations.
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We work with firms of every size to design AI systems that fit how licensed professionals actually practice.
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.
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.
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.
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.
Email taxstackai@gmail.com for anything related to your prior account, billing, or data.
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