Maximize profit with Cotax

AI Practice Assistant
for Tax 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 Intake
Automate documents & questionnaire collection, AI documents rename & organize
AI Tax Document Processor
Extract K-1/K-3 form to Excel and generate K-1 packages for 1065 returns automatically.
AI Delivery
AI draft personalized deliver emails and auto-identify signature pages/box for e-sign
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.
Automate documents & questionnaire collection

AI Intake

AI documents rename & organize
Automate return delivery

AI Deliver

AI assistant to auto-identify signature pages/box and draft personalized deliver emails
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