Tax filing & e-file
Coming soon. Filing is not in the product yet.
Filing and e-file are not in DynaTax AI yet. Today the preparation lives here: reviewed client books, documents and signed letters in one place, then an export to the tax software you already file with.
Solo Pro: $0 for 6 months, then $39.99/month
The details
Tax filing & e-file, in detail
Books a return can use
Client books are reconciled and closed in the same workspace, with the Profit and Loss, Balance Sheet and Trial Balance that a return is prepared from, ready when you sit down to prepare it.
Export to your filing software
Send reviewed figures to Drake as a trial-balance bundle, to ProSeries or Lacerte as a TXF file for Schedule C clients, or out as UltraTax or generic CSV. You keep filing where you file now.
Documents and signatures
Collect client documents with checklists and branded upload links, and get engagement letters and other documents signed with built-in e-signature, so nothing important waits on a long email thread anymore.
Research with citations
AI tax research answers complex questions with citations to the Internal Revenue Code, Treasury Regulations and IRS guidance, and exports the whole session to PDF for the client file or a reviewer.
Pro Workspace
One workspace for the whole practice
Clients, documents, research, time and your own books in one place, so the season runs on fewer tabs and fewer late nights. Everything below comes with the professional plans.
For your practice
Set up your practice today
Professional plans. Solo Pro: $0 for 6 months, then $39.99/month. Firm Plan: $99.95/month for 12 months, then $150/month.
Solo Pro
$0
For 6 months, then $39.99/month
Firm Plan
$99.95
For 12 months, then $150/month
Related features
Works well with
FAQ
Tax filing & e-file questions
Run your practice. Live your life.
Solo Pro: $0 for 6 months, then $39.99/month. Bring your clients and your firm into one workspace.