Results for “tax planning”

15 tools in this category · Updated 2 Nov 2026

“tax planning”FinanceShowing 15 tools

CoCounsel Tax, Audit & Accountingby Thomson ReutersAI research, document analysis and drafting for tax, audit and accounting teamsContact sales
TaxGPTby TaxGPTYC S24Research tax questions and prepare work for professional reviewContact sales
Ready to Adviseby Thomson ReutersTax planning software that turns client tax data into advisory opportunitiesContact sales
CCH Axcess Intelligenceby Wolters KluwerAI document review and research assistant for tax professionals, built into CCH AxcessContact sales
Rogoby RogoAI platform for financial institutionsContact sales
Featherby FeatherAI tax research and client-work assistant for tax professionals.$99+/user/moFree trial
Conquestby ConquestFinancial planning software with a verifiable AI advice engine for advisors and wealth firms.Waitlist
Fieldguideby FieldguideYC S20AI-assisted audit and advisory work platform with agents for engagement planning, testing, review, financial statements, and orchestration.Contact sales
Digitsby DigitsAI-native general ledger for automated bookkeeping and real-time financials$65+/moFree trial
Receiptor AIby Receiptor AICaptures, extracts, and organizes receipts and invoices for bookkeeping.$29+/moFree trial
WellyBoxby WellyBoxAI-assisted collection and processing of receipts, invoices and other financial documents.$19+/mo
Rossumby RossumAI agents that read, validate and route transactional documents$18K+/yrFree trial
Puzzleby PuzzleKeep books current with AI categorization, reconciliation and close assistance$30+/moFree trial
Kickby KickAutomate transaction categorization and prepare financial reportsFreemium
Dext Prepareby DextCaptures receipts and invoices, extracts line items, and syncs them to accounting software$25.21/moFree trial