Agentic Tax Intelligence

AI that reviews tax returns
like your best CPA.

SmartReview catches missed deductions, flags audit risks, and verifies every line against IRC rules — in minutes, not hours. Built for firms that refuse to compromise.

Start Free TrialSee how it works ↓
No credit card requiredIRS Pub 4557 compliantSelf-hosted option
Capabilities

Built for tax professionals.
Not another generic SaaS.

SmartReview Agent

A 10-agent pipeline that traces source documents to output lines, verifies calculations against IRC rules, checks eligibility for credits and deductions, assesses audit risk, and generates comprehensive workpapers — automatically.

IRC verificationAudit risk scoringWorkpaper generationReal-time progress

Client Management

Multi-tenant portal with encrypted PII, document storage, and role-based access for every firm member.

Compliance Built-In

IRS Pub 4557, FTC Safeguards Rule, SOC 2 controls, audit logging, MFA — all out of the box.

Firm Analytics

Track review volume, error rates, CPA productivity, and agent performance across your practice.

Document Pipeline

Upload W-2s, 1099s, and prior returns. SmartReview ingests everything and cross-references automatically.

Process

From upload to filed in four steps.

01

Upload documents

Drop W-2s, 1099s, and prior returns into the client portal. SmartReview parses everything automatically.

02

AI reviews the return

10 specialized agents trace source documents to output lines, verify math, check eligibility, and assess audit risk.

03

Review findings

Get a prioritized list of errors, warnings, and optimization opportunities — each with IRC citations and confidence scores.

04

File with confidence

Export workpapers, resolve findings, and file knowing every line has been verified against current tax law.

Pricing

One plan per CPA. No surprises.

Start with a free trial. Scale as your firm grows.

Starter

Solo practitioners

$49/mo

  • 1 user
  • 25 clients
  • 10 reviews/mo
  • Email support
Start Free Trial
Most Popular

Professional

Growing firms

$199/mo

  • 10 users
  • 100 clients
  • 50 reviews/mo
  • Priority support
  • Audit log
Start Free Trial

Enterprise

Large firms

Custom

  • Unlimited users
  • Unlimited clients
  • Unlimited reviews
  • Dedicated support
  • Self-hosted
  • SSO / SAML
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Security

Enterprise-grade security.
No compromises.

AES-256 Encryption
IRS Pub 4557
SOC 2 Ready
MFA Required
Self-Hostable
Zero-Trust Architecture

Start your first SmartReview
in 2 minutes.

No credit card required. Free trial includes 5 reviews.

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