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DynaTax AI

A workspace for CPAs
and the clients they serve

AI tax research with real citations, firm management, time tracking, invoicing, and a client management portal in one platform built for tax pros.

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CPA and client collaborating in DynaTax AI
Corner background

AI Tax Research

Cited answers from primary sources, export-ready

Firm Management

Live team capacity and outstanding client requests

Time & Billing

Hours log to the task and turn into invoice

Client Portal

One workspace per client, progress always visible

Answers you can put in the file

Ask in plain language. Get a position backed by primary sources, the Code, the rulings, the case law, every citation linked and exportable. Research you can defend, not a black box you have to trust.

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Tax professional
Tax professional

Tired of spending tax season buried in other people's books? Here's how to come up for air.

Tax professional

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Solo Pro

For Tax Professionals (CPAs, EAs, and Tax Firms)

$0

For 6 months, then $39.99/month

1 team seat included (add more)
Extra seats $30/seat
Firm management
20 AI Research per seat / month
250GB Storage
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Firm Plan

For Tax Firms

$99.95

For 12 months, then $150/month

5 included seats
Extra seats $30/seat
Firm management
20 AI Research per seat / month
1TB Storage
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What can you do on day one?

1
Run First AI ResearchStep 1
2
Invite Your Team &Assign RolesStep 2
3
Add Your First ClientStep 3
4
Send Document RequestStep 4
Spend less time on research, more time on clients
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Money In (Income)
$1.220,00

Spend less time on research, more time on clients

Let AI handle the bookkeeping while you focus on growing your business

Start Your 6-Month Free Trial