New
Maximize profit with Cotax
AI tech team for Tax and Accounting Firms
Streamlined client management, collaboration and tax prep with AI agents
Build by AI, Tech, Accounting leaders from
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Project and Client Management
Seamless project & client management, AI‑generated emails, fully automated workflows.
Seamless Client Collaboration
AI agents to automate document and information collection for personalized client intake.
AI Tax Prep Automation
Our AI agents tailored for Tax accountants to automate the most laborious income and sales tax prep.
Cotax
Benefits
Stay ten steps ahead with AI agents
Streamlined client management, collaboration and tax prep with AI agents
AI powered client collaboration
AI agents to automate client intake, documents organization and draft client communication.
AI tech team for manual tasks
Our AI agents specialized in tedious and time consuming business tax prep tasks (e.g., bookkeeping clean up and sales tax automation).
AI Interactive Review
Treat your AI agents as a junior staff and review the automation results with her.
Cotax
Smart CRM with automated workflows
Project and Client Management
End‑to‑end project and client management with automated workflows and AI‑drafted emails.
Cotax
Automate document and information collection
Seamless Client Collaboration
AI agents to automate client intake, documents organization and draft client communication.
Cotax
AI automation with interactive reviews
AI Tax Prep Automation
Treat your AI agents as a junior staff and review the automation results with her.
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New
Maximize profit with Cotax
10x your profit with AI tech team
Book a demo today and see how Cotax can transform your business.