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Here's why every AI-powered tax initiative starts with a document problem — and what to do about it.
June 18
Morph Services -
Breakaway Advising -
Tax technology company Magnetic announced the rollout of an AI agent that is said to handle nearly every aspect of the 1040 prep work, including areas that require contextual analysis.
June 8 -
Tax automation solutions provider Avalara announced Hugo Sarrazin as its new CEO, replacing Scott McFarlane, who will become an advisor to the company.
May 28 -
Postponing tax integration leads to misaligned systems, expensive retrofitting projects, and a failure to optimize cash flow and reduce enterprise risk.
May 28
Bloomberg Tax -
AI tax startup Black Ore hosted a series of discussions on the growing role of AI in making tax preparation and planning more efficient.
May 27 -
The new agent-based AI-based tax platform focuses on automating business tax workflow and debuts after about half a year in early access.
May 27 -
The industry framing of "what can AI do?" is mismatched with how AI is deployed today, and the conclusions can leave firms a tax season behind their peers.
May 14
Accrual -
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AI financial services platform Black Ore announced the general availability of its Tax Autopilot solution, touted as being capable of executing even complex workflows with little to no need for human intervention.
April 29 -
From spotting anomalies to enhancing accuracy to streamlining client communication, tax preparers are no longer being bogged down by operational inefficiencies.
April 14
Thomson Reuters Tax, Audit & Accounting Professionals -
A recent report has found that the majority of cryptocurrency holders are aware transactions are taxable and want to comply, but struggle with actually doing so.
March 30 -
The AI-focused accounting automations solutions company released a new tax prep agent that it claims completes returns from start to finish in the manner of a human tax preparer.
March 27 -
A journalist with no coding or tax prep experience at all has created his own tax filing app but needs experts to stress test it since all the code was written by AI.
March 25 -
The Internal Revenue Service vastly overstated the projected costs of operating the free tax prep program before terminating it, according to a new report.
March 23 -
Prime Meridian, a tax solutions provider, officially launched today with a free tax filing solution supported by former IRS Commissioner Danny Werfel.
March 5 -
New data shines a light on some of the uncertainty that exists out there among accountants when it comes to agentic AI.
March 4
Thomson Reuters Tax, Audit & Accounting Professionals -
Senate and House Democrats introduced legislation to bring back the Direct File free tax preparation program that was ended by the Trump administration.
March 2 -
April's tax platform for wealth managers can be used as either a standalone product or embedded into existing workflows.
February 25 -
The startup has raised $138 million to date and said its platform is used by about 30% of the top 25 accounting firms and 20% of the top 150 firms.
February 24













