OK Tax

5.9easy start · #29of 33
in AI Tax Software

Free to practise onno
Free trialno
Well documentedyes
Runs where you workyes

Runs on Linux, Mac, Web, Windows.

OK Tax is ranked #29 of 33 in AI tax software on The Geeks Club. It runs on Linux, macOS, Web, Windows. There is no free plan.

OK Tax plans and pricing

All plans

Starter $4.90 once Not stated 100 included PDF pages · full source code and agent instructions oktax.app · 9 Oct 2026

Unlimited $9.90 once Not stated Up to 2,000 included PDF pages · full source code and agent instructions oktax.app · 9 Oct 2026

Compared on AI tax software

Free plan: No
Paid from: 10 one-time
Taxpayer types: personal
AI tax guidance: Yes
Document import: Yes
Filing support: federal

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The record

Product: OK Tax is a source code package and API service that an agent uses to prepare a tax return locally with review checkpoints before filing.
Federal scope: The current workflow is federal-first, and state filing support is described as coming soon.
Supported income: Supported scope includes W-2 income, interest and dividends, basic stock sales, crypto activity, freelance and Schedule C income, basic rental real estate, and selected Form 1040-NR cases.
Exclusions: Out-of-scope cases include entity returns, payroll or businesses with employees, complex FBAR or FATCA reporting, complex derivatives or tax elections, major multi-state complexity, and irreconcilable records.
Local workflow: Customers download a source code tar.gz package, keep their files in a local working folder, and run the workflow with a terminal agent.
Agent compatibility: The maker names Codex, Claude Code, Cursor, and OpenClaw as agents that can run the workflow.
Package contents: The downloadable package includes agent instructions, tax logic, and blank IRS forms, with a long-lived API key for backend access.
Computation: The homepage says computations are inspectable and deterministic, and that the source code can be read and modified.
Privacy: The maker says files stay on the user's machine during the local workflow and return data is not retained after the local run.
Backend data: The privacy policy says the service includes a shared OCR and PDF-processing backend and may receive submitted documents, extracts, logs, artifacts, and payloads.
Security: The privacy policy says the company uses administrative, technical, and organizational measures intended to protect information, but does not guarantee perfect security or confidentiality.
No filing service: The terms say OK Tax does not prepare, sign, submit, transmit, e-file, mail, or file returns on a user's behalf absent a separate written agreement.
Support: The site lists [email protected] for help and privacy questions.

Where it ranks on The Geeks Club

Best AI Tax Software in 2026#29 of 33

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Sources

oktax.app· checked 9 Oct 2026
oktax.app/how-it-works· checked 9 Oct 2026
oktax.app/pricing· checked 9 Oct 2026
oktax.app/legal/privacy· checked 9 Oct 2026
oktax.app/legal/terms· checked 9 Oct 2026