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Everything you need to know about AI-powered tax preparation
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Getting Started
Connect your bank and start organizing your finances
AI Features
How AI categorizes transactions and prepares tax data
AI Tax Research
Cited answers to tax questions, for professionals
Invoicing & Payments
Send invoices, get paid online, and understand processing fees
Bookkeeping Basics
Reconcile accounts and set opening balances
Closing the Books
Lock finished months so closed periods stay final
Documents & E-Sign
Share files, collect uploads, and sign documents
Software Integration
Export prepared data to your tax software
For Professionals
Professional signup, license verification, and getting started
Payroll ACH
Set up NACHA origination for payroll direct deposit
Popular Articles
How AI Tax Preparation Works
How AI Tax Preparation Works
From bank feed to categorized, review-ready books
Connect Your Bank
Connect Your Bank
Secure, read-only bank sync in a few minutes
Invoicing & Payment Fees
Invoicing & Payment Fees
Get paid online and see exactly who charges what
AI Tax Research
AI Tax Research
Cited answers to tax questions, with PDF export
E-Signature
E-Signature
Send and sign documents without leaving the platform
Professional Signup Guide
Professional Signup Guide
Join as a CPA, EA, or tax professional
Are you a Tax Professional?
Join our growing network of CPAs, EAs, and Tax Attorneys using DynaTax AI to streamline their practice. AI handles data entry, you review and export to your tax software.
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