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DynaTax AI

Your books, your taxes, your CPA
one platform

AI-powered bookkeeping, document collection, e-signature, and billing — everything you and your tax professional need in one collaborative workspace.

Pick a path to see how it works, or see plans and pricing. Every account starts with a 14-day free trial — no credit card required.

Built for collaboration

One real-time workspace where tax professionals and their clients work on the same data — no more lost email threads.

Secure by default

Bank-level encryption in transit and at rest, and read-only bank connections that can never move your money.

AI does the busywork

Categorization, receipt matching, and tax research run in the background so every hour goes to real work.

The complete workspace

Once you are connected, you and your tax professional work together in one AI-powered platform.

AI Categorization

Confidence-scored categorization that learns your merchants over time.

Bank Sync

Secure, read-only connection to your bank. Daily transaction import.

Receipt OCR

Upload a receipt and AI extracts the line items, then auto-matches it to the bank transaction.

Document Requests

Send a structured request list and watch your client check it off in real time.

E-Sign

Built-in e-signature for engagement letters, returns, and any document.

AI Tax Research

Ask complex tax questions; answers cite IRC, Treasury Regs, and IRS guidance.

See every feature

How it works

From onboarding to filing — the same workspace at every step.

Get invited by your tax pro

Your tax professional creates your workspace and sends you an invitation to join and collaborate.

Connect and onboard

Connect your bank accounts and complete the onboarding questionnaire together in the workspace.

AI does the heavy lifting

Transactions auto-categorize, receipts match themselves, and documents organize automatically. Your tax pro reviews and approves.

Review and file

Review your return together, e-sign forms in the platform, and track filing status in real time.

Simple, transparent pricing

Flexible plans for tax professionals and the businesses they work with.

For business owners

$29/month

Starter plan for small businesses. Every account begins with a 14-day free trial — no credit card required.

Compare business plans

For tax professionals

$0for 6 months

Solo Pro is free for six months, then $39.99 per seat per month. Firm plans add shared seats and firm management.

Compare pro plans

All plans include bank-level security, e-signature, and the document portal.

Frequently asked questions

No, your CPA prepares and files your return. DynaTax AI is the workspace you both use to collaborate — it handles document collection, bookkeeping, e-signature, and billing. Your CPA does the tax work; DynaTax AI makes everything around it seamless.
We sync your bank transactions and use AI to automatically categorize them. Each categorization includes a confidence score — high-confidence items are auto-categorized, while low-confidence items go to a review queue for your CPA to verify.
Yes, you can use DynaTax AI for bookkeeping, mileage tracking, and expense management on your own. However, the platform is designed to work best when you collaborate with a tax professional who can review your books and prepare your return.
Yes. We use bank-level 256-bit AES encryption, secure bank connections, and follow industry best practices for data security. Your data is encrypted in transit and at rest.
If you're a business owner, your CPA will invite you to join DynaTax AI. If you're a tax professional, create an account to start your free trial — you can set up your practice and invite your clients to collaborate in the workspace right away.
Yes, you can upgrade or downgrade your plan at any time. If you upgrade, you'll be charged a prorated amount. If you downgrade, the change will take effect at your next billing cycle.

Ready to get started?

Join the tax professionals and business owners already working smarter with DynaTax AI.