The only cloud solution that automates the 1040 review

Isolate tax return discrepancies immediately with modernized quality control technology.

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See How It Works

Talent and time are stretched. Something has to give....

Reviewing 1040 returns is inefficient and consumes time you could be spending on more profitable, higher value work. It doesn’t have to be the traffic jam in your firm.

TaxExact fits seamlessly into your existing tax preparation process

Let TaxExact automatically verify what’s right and highlight where the errors are. Stop investing time double checking inputs that are correct, and jump straight to what isn’t.

Automated verification

Automatically verify summary totals against tax software, exposing discrepancies.

Simplified communication

Communicate in-app with diagnostics and notifications.

Client collaboration

Present proof of accuracy and review key findings in a client-facing deliverable.

Take the Fit Assessment

Is TaxExact right for your firm?

Take the fit assessment quiz to find out if your firm is compatible with an automated 1040 review solution.

Start your assessment

We understand what it takes to review 1040 returns.

TaxExact was created by tax accountants for tax accountants. We’ve removed the bottleneck for firms across the country, empowering them to focus on advisory opportunities to better serve clients.

Lori Jansen

CPA

"I've done my share of tax work over the last 10 years or so, but never really considered myself a tax accountant. After this tax season, I really feel like I can take on a number of issues and have a better understanding of taxes thanks to TaxExact. I finally know how the return form and the calculations work."

Kristen Keats

Sherwood Tax

"I caught errors so much faster than ticking and tieing. Standardizing a process that starts the 1040 review with TaxExact allows you to see where the land mines are up front."

Lisa Sill

Roberts Accounting

"It's one thing to just fill out a return in the software and then it calculates everything for you, but you're not actually checking each line. You just expect that it's going to do it right and that’s not always the case. With TaxExact, you know if something's off and you have to investigate it."

What are you waiting for?

After all, TaxExact was created by a tax accountant for tax accountants. We’ve removed the bottleneck for firms across the country, empowering them to focus on advisory opportunities to better serve clients.

1

Get a free demo

Schedule your demo to see TaxExact in action. We’ll learn about your firm and understand your goals.

2

Automate your 1040 review process

Let go of the detailed technical review and standardize your firm's 1040 review process

3

Advise your clients

With detailed technical reviews off your plate, you can finally focus time on providing the high value, proactive services clients need- and will pay for.