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MyTAXPrepOffice
Cloud professional tax software with unlimited returns and a client portal, with My AI Assistant reading uploaded W-2s, 1099s and K-1s into the return.
| What the AI does | My AI Assistant: identifies uploaded tax documents (W-2s, 1099s, K-1s and other supported forms), extracts the data and prepares it for import for the preparer to review and approve |
|---|---|
| Who it serves | Solo practitioners, Tax offices, Small CPA firms |
| Starting price | $895/yr (Individual Pro, unlimited 1040s, all states); Essential $1,195/yr with business returns; Unlimited $1,495/yr |
| Pricing model | Annual license |
| Free trial | Yes |
| Best fit | Solo practitioner, Small firm |
| Category | Tax Preparation & Review AI |
| Also fits | Document Collection, OCR & Data Entry |
| SOC 2 | Not stated on the vendor's site |
| Checked | 2026-10-29, against the vendor's own page |
Who it's for
MyTAXPrepOffice is listed as a fit for solo practitioners and small firms, and the vendor names solo practitioners, tax offices and small CPA firms on its own site. The job it gets hired for: preparing and reviewing returns faster, with AI reading the source documents and flagging what doesn't tie out. It also fits the Document Collection, OCR & Data Entry category.
What it costs
MyTAXPrepOffice starts at $895/yr (Individual Pro, unlimited 1040s, all states); Essential $1,195/yr with business returns; Unlimited $1,495/yr, annual license. There is a free trial.
Good to know
MyTAXPrepOffice is cloud professional tax software with unlimited returns and free e-filing from $895 a year, and My AI Assistant now reads uploaded W-2s, 1099s, K-1s and other supported forms, extracts the data and stages it for import so the preparer reviews and approves. Tax year 2026 licenses: Individual Pro $895 (unlimited 1040s federal and all states, prior two years free, bank products, client portal and remote signatures, one preparer account), Essential $1,195 (adds 1065, 1120, 1120-S and other business returns plus after-the-fact payroll) and Unlimited $1,495 (up to 999 preparer accounts); remote-signature identity verification is $1 each, with a free trial and demo.
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