Maximize profit with Cotax

AI tech team for accounting firms

Streamlined client collaboration and tax prep with AI agents
Build by AI, Tech, Accounting leaders from
checklist progress
document organizer
draft client email
Seamless Client Collaboration
AI agents to automate document and information collection and streamline client communication.
AI automation with interactive review
Our AI agents specialized in tedious and time consuming tax prep tasks.
Sales Tax Automation for Accountants
White label sales tax automation designed for Professionals.
profit dashboard
a plot of profit chart
Benefits

Stay ten steps ahead with AI agents

Streamlined client collaboration and tax prep with AI agents
AI powered client collaboration
AI agents to automate documents/information collections, documents organization and draft client communication.
AI tech team for manual tasks
Our AI agents specialized in tedious and time consuming tax prep tasks (e.g., bookkeeping clean up and sales tax automation).
AI Interactive Review
Treat your AI agents as a junior staff and review the automation results with her.
Checklist collection and client communications

Seamless client collaboration

AI agents to automate checklist collection and client communications
project detail mock
Review the automation results

AI automations + interactive review  

Treat your AI agents as a junior staff and review the automation results with her.
sales tax mock
Integrate with client side bank/app accounts

Effortless data integrations

Minimize manual uploads.
integration mock
Maximize profit with Cotax

10x your profit with AI tech team

Book a demo today and see how Cotax can transform your business.