Maximize profit with Cotax

AI Practice Assistant
for Accounting Firms

AI Virtual Employee, in your workflows, your way
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Build by AI, Tech, Accounting leaders from
document organizer
draft client email
AI Book Categorization
AI Assistant to review ledgers, auto-categorize, and draft emails for unclear transactions.
AI Tax Document Processor
Extract K-1/K-3 form to Excel and generate K-1 packages for 1065 returns automatically.
AI Intake & Document Organizer
AI-powered intake, smart follow-ups, and custom document organization.
a plot of profit chart
Benefits

Hesitant to add another software?

Don't worry, It is not a Typical Software.
AI Virtual Employee
Your AI employee that learns from your materials and adapts to your workflow.
In Your Workflows
Embedded into your workflow across email, Drive, Excel, ledger, and tax software, the AI handles tasks, and works 24/7.
Your Way
Follows your preferred way of working and improves continuously based on your feedback.
Reduces hours of manual cleanup at scale

AI Book Categorization

Automates ledger review, categorization, and client follow-ups.
Automate document and information collection

AI Intake & Document Organizer

AI assistant to automate client intake, documents collection and draft client communication.
integration mock
Eliminates manual data entry and streamlines return prep

AI Tax Document Processor

Extracts K-1/K-3 data to Excel and prepares K-1 packages for 1065 returns.
sales tax mock
Maximize profit with Cotax

Scale Your Practice with
‍AI Virtual Assistant

Book a demo today and see how Cotax can transform your business.
Book a demo