Features
One workspace for research, documents and returns.
Watch each feature in action, and see what is available today and what is on the way. Each section is marked so you always know which is which.
AI Tax Assistant
Ask tax questions in plain language and get answers that show the IRS sources they come from.
Answers cite the IRS publications and guidance they draw on
Can draw on a client’s own uploaded documents, kept to that client
Declines to give a number when a calculation is not supported, instead of guessing
Watch AI Tax Assistant in action
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Document Management
Collect and organize client documents in one place, with key details read for you.
Secure upload for W-2s, 1099s and other tax documents
Organized by client and tax year
AI-assisted extraction of form fields for review
Watch Document Management in action
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Tax Preparation Workspace
Bring client information, documents and calculations together for each return.
Client profile and income sources in one view
Step-by-step preparation workflow
Calculations from defined tax rules, not estimates
Demo video when this feature ships
The preparation workspace for one client.
Return Review
Review a prepared return line by line and see where every figure came from.
Each line traced back to its source document
Items that need attention are flagged for the preparer
A licensed preparer reviews and approves before anything is filed
Demo video when this feature ships
A return line with its source document.
Client Portal
Give clients one simple place to share documents, ask questions and follow progress.
Client dashboard with what is needed and what is done
Access to their own documents only
Return status updates from their preparer
Watch Client Portal in action
Video placeholder: The client dashboard and return status.
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Firm Management
See every client and return across your practice and know what needs attention next.
Client roster and return status pipeline
Document requests and reminders
Staff seats and client assignment
Demo video when this feature ships
The firm dashboard across all clients.
Billing and Subscription Management
Manage your plan, seats and billing in one place.
Seat-based plans with monthly or annual billing
7-day free trial, no credit card required
Add seats as your team grows
Demo video when this feature ships
The subscription and seats settings.
E-filing is not available yet.
We will announce it here when it is ready. Until then, Tax Toro supports research, documents and preparation alongside your existing filing software.