1
Getting Started
Start your free trial, set up your firm, and invite staff and clients.
How It Works
From first upload to final review.
Five steps, with a tax professional in charge at every one.
2
Document Intake
Clients upload tax documents. Tax Toro sorts them by year and reads key fields.
3
AI Tax Assistance
Ask tax questions and get answers that cite their IRS sources.
4
Partly in development
Preparation and Review
Prepare returns and check each line against its source document.
5
Client Collaboration
Request documents, message clients, and share return status.
Security and Privacy
Built to protect sensitive tax information.
These are the safeguards in place today. No online system can promise zero risk, so we describe only what is in place and update this list as it changes.
Draft copy · confirm against shipped capabilities
Encrypted storage
Documents are encrypted with keys specific to each user.
Kept separate
Private files are stored apart from the public tax library.
Scoped access
Only the client and their authorized preparer can see them.
Sign-in required
Client data is available only behind an authorized account.
Professional in charge
The AI suggests. A licensed preparer decides.
No guessed numbers
Unsupported calculations are declined, not estimated.
Who is Tax Toro for?
Tax preparers and firms, and the clients they serve. Preparers manage clients and returns; clients share documents and follow progress in their own portal.
Does Tax Toro e-file returns?
Not yet. E-filing is in development. Today, Tax Toro works alongside your existing filing software.
Does the AI replace my judgment?
No. It shows its sources and declines figures it cannot support. A licensed preparer stays responsible for every return.
How does the free trial work?
Every plan starts with a 7-day free trial. No credit card required.
How are client documents handled?
Encrypted, kept separate from the public tax library, and visible only to the client and their authorized preparer. [Retention details: pending.]