TaxFlight replaces seasonal, temporary, and full-time tax admins with an AI-powered service that collects, classifies, and organizes every document—so your CPAs and Tax Pros can focus only on review.
Preflight Video
2024 numbers in the books.
2025 capacity is filling fast—now’s the time to get on board.
AI that replaces staff,
not supplements them.
We deliver a filing summary your tax pros can use directly to prepare returns—without hiring admins or chasing documents.
We define the required datasets and documents for each filing framework (1040, 1065, etc.). Prior-year data carries forward automatically, triggering new requests when needed (e.g., W-2 from last year’s employer).
Dynamic questionnaires collect the details that documents can’t provide. Automated, friendly reminders by email and SMS ensure clients upload everything on time.
AI classifies and validates every page, extracts the key data points, and links values back to the exact source document. Clutter is removed, context is preserved.
Your team receives a structured PDF with two parts:
What types of firms use TaxFlight?
TaxFlight is built for modern firms that want to reduce overhead and increase accuracy in client intake and document processing. Our platform is used by:
with complex filing structures that need consistency, automation, and scale across hundreds or thousands of clients.
who want reliable, high-quality automation without needing to hire extra staff.
that want to spend less time gathering paperwork and more time delivering value to clients.
of the manual workload involved in identifying, chasing, and organizing client documents.
and ready to adopt a smarter, purpose-built intake system.
Frequently Asked Questions
Not at all. We use automated processes to build your clients’ tax organizer profiles from prior-year filings and documents. You can start with our standard organizer templates and supplemental surveys, or we can work with you to create custom frameworks and tailored survey flows that match your firm’s process.
TaxFlight starts by automatically building tax organizer profiles using data from prior filings. From there, tailored surveys help fill in any gaps—so nothing important gets missed. Our smart notification system keeps clients on track with timely reminders, while intelligently pausing follow-ups once documents are submitted. The result: complete, accurate submissions without the back-and-forth or client frustration.
No problem—our system is built to catch it. Uploaded files are automatically scanned and validated. If a document is unreadable, password-protected, or clearly unrelated (like a family photo instead of a W-2), we flag it for review or request a replacement. Clients are gently guided to fix issues without creating extra work for your team.
Absolutely. Your clients receive smart links that take them directly to personalized pages based on their specific situation—no logins, no accounts, no software to learn. It’s fast, simple, and designed to feel like a conversation, not a chore.
We securely store your documents as a backup and also sync them to your preferred storage system—whether that’s SharePoint, Google Drive, or Dropbox. This connection not only keeps your files organized where you already work, but also makes it easy to submit prior-year filings and documents to jumpstart the entire process.
