Smart Document Management
Organize client documents and support AI-assisted extraction.
AI-powered tax preparation for modern firms.
Tax Toro helps tax professionals save time, stay organized, and deliver a better client experience with the power of artificial intelligence.
7-day free trial. No credit card required.
Firm Dashboard
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Firm Dashboard
Alt text: “Tax Toro firm dashboard showing clients, return statuses and recent activity”
Learn how Tax Toro approaches secure document handling, protected access, and client data privacy.
Learn More →How it works
From client upload to your review.
1
Clients upload
Clients add W-2s, 1099s and other documents to their secure portal.
2
Tax Toro organizes
Documents are sorted by client and year, with key fields read for your review.
3
You research faster
Ask tax questions and get answers that cite their IRS sources.
4
You review and decide
A licensed preparer stays in charge of every return.
Everything you need to do tax, better.
Powerful tools designed for tax professionals, all in one place.
AI-Powered Workflows
Streamline research, preparation, and review activities.
A Better Client Experience
Help clients securely share information and track their tax preparation progress.
Meet Toro
Tax season, organized.
Start your 7-day free trial and see how Tax Toro fits your practice. No credit card required.
