UpTax

6.5easy start · #20 of 33
in AI Tax Software

Free to practise onnot on record
Free trialyes
Well documentedyes
Runs where you worknot on record

Runs on Web.

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UpTax is ranked #20 of 33 in AI tax software on The Geeks Club. It runs on Web. A free trial is offered.

Compared on AI tax software

Business entity support: Individuals and sole proprietors; partnerships and LLCs; C corporations; S corporations; estates and trusts; nonprofits
Prior-year import: Yes

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The record

Product: UpTax is AI tax preparation software for U.S. CPA and accounting firms that reads client documents, reconciles figures, and drafts review-ready returns.
Supported returns: It prepares Forms 1040, 1065, 1120, 1120S, 1041, and 990, with matching state filings across all 50 states.
Document intake: It accepts W-2s, 1099s, K-1s, brokerage statements, trial balances, and prior-year returns, including scans and photos.
Source links: Each return figure links to its source document, calculation, and reasoning.
Prior-year checks: UpTax compares returns with the prior year and flags unexpected changes.
Review workflow: Returns route through preparer, reviewer, and partner workflows with statuses, notes, and an audit trail.
Human approval: A licensed professional in the firm reviews and approves every return before filing; the AI does not file on its own.
E-filing: The homepage says approved returns are e-filed to the IRS and states, with acknowledgements tracked to acceptance.
Security: UpTax states that data is encrypted in transit and at rest, with least-privilege access and a SOC 2 Type II control posture.
Data use: UpTax says firm data is isolated and that it does not train shared models on client data.
Intended users: The product is presented for CPA, EA, tax, and accounting firms, as well as bookkeeping practices and family offices.
Free trial: The FAQ says the first two returns are free, with no upfront commitment, and invites firms to book a demo to get set up.
Demo and support: The About page offers a demo using the firm's sample client file, a review-workflow walkthrough, security Q&A, and a rollout plan sized to return volume.
Company: The About page names Karan Malhotra, Deepak Malhotra, and Ashish Meena as co-founders; it does not state headquarters or a founding year.

Where it ranks on The Geeks Club

Best AI Tax Software in 2026#20 of 33
Best Small Business Tax Software in 2026#12 of 29

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Sources

uptax.ai· checked 4 Oct 2026
uptax.ai/about· checked 4 Oct 2026