Fins AI Tax Platform

Intelligent tax planning and preparation that saves time and maximizes savings

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Test accounts:

Professional: julie@taxfirm.com

Client: john@smallbiz.com

Password: unitedwetax

For Tax Professionals

  • AI-powered document processing saves hours of manual data entry
  • Automated tax strategy recommendations with quantified savings
  • Streamlined client collaboration with secure document sharing

For Clients

  • Simple document uploads with AI assistance to guide you
  • Real-time visibility into your tax savings and preparation status
  • Secure communication with your tax professional in one place