TaxBolt AI automates client communication for tax preparation businesses. AI agents handle intake, document collection, status updates, deadline tracking, e-signature collection, and e-file confirmation — letting preparers focus on preparing returns, not chasing clients. Purpose-built for the January-April crunch and year-round extension/amendment work.
Under the hood, TaxBolt deploys purpose-built AI agents that each handle a specific function: Bolt the Tax Intake Specialist (intake specialist), Status the Deadline Tracker (deadline tracker), Relay the Client Communicator (client communicator). Each agent operates autonomously within defined boundaries, escalating to human staff when situations require professional judgment.
Compliance is built in from the ground up, with rules enforced for IRS-recordkeeping, IRS-PTIN, IRS-circular-230, IRS-8879. Integrates with Drake Tax Software, UltraTax CS, Lacerte Tax, ProConnect Tax, CCH Axcess Tax, IRS e-file (MeF) and more. Communicates via email, chat, sms.
Independent tax preparers, CPA firms with tax practices, enrolled agents, franchise tax offices
Clients get document checklists within minutes of engagement. No waiting.
Knows exactly what docs each client needs based on their situation.
Every return tracked from intake to filed. Clients can check status anytime.
Never miss a deadline. Automated alerts for staff and clients.
Professional emails sent automatically. Status updates, reminders, and follow-ups.
Auto-invoice on completion. Payment links. Collection follow-up.
14-day free trial
14-day free trial
14-day free trial