AI-powered books,plus real CPAs when you need them.
No more shoebox receipts, missed deductions, or radio silence from your accountant until April. DynaTax keeps your books clean and your tax pro in the loop all year.
Tired of wrestling 
with your book?Here's all you actually have to do 
Connect your accounts
Link Chase, Amex, and thousands of banks in seconds. We read your transactions, nothing more. Connections are read-only and bank-level encrypted, so we can never touch your money.
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AI sorts every transaction
DynaTax recognizes each merchant and files it the moment money moves. It learns your business over time, so it only gets sharper
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Your CPA, in the loop
Everything syncs to a shared workspace your CPA sees in real time. No year-end scramble, no month-long email threads.
Start 14-day free trialAI-powered bookkeeping, document collection, e-signature, and billing.
AI Powered Bookkeeping
Read-only connections pull in every transaction automatically. DynaTax learns how you categorize and does it for you — manual entry disappears
Document Collection & Management
Securely upload receipts, invoices, and tax notices. Our system extracts the data and attaches it to the right transactions.
Real CPAs on Demand
Need help? Tap a button to chat with a dedicated CPA who already has access to your books and can answer your questions immediately.
What can you do on day one?
Stop stressing about your books
Let AI handle the bookkeeping while you focus on growing your business.
Start 14-day free trial