One Platform. From First Transaction to Final Return.
Taxee gives accountants and their clients AI-powered bookkeeping today — with seamless tax filing coming soon. Save hours every week. File with complete confidence.
Built for accounting professionals
Our Platform
Pre-tax today. Tax filing tomorrow.
Every product in the Taxee suite is designed to work together — so your books are always ready for tax season.
Taxee Books
AI-powered bookkeeping built for small businesses and their accountants. Import statements, categorize with AI, review anomalies, and deliver a clean package to your CPA — without a spreadsheet.
- Import bank & credit card statements
- AI categorization that learns from corrections
- Receipt & bill OCR scanning
- Anomaly detection & duplicate scanning
- One-click accountant package
- CPA viewer seat — always free
- AI financial insights & reports
Taxee Tax
Tax return filing powered directly by your Taxee Books data. No re-entry, no reconciliation headaches. Your year of clean books becomes a return your CPA can review and file — without re-keying a number.
- Pre-filled from your Taxee Books data
- Support for Schedule C, S-Corp & partnerships
- CPA review & e-signature workflow
- IRS e-file submission
- Prior-year comparison & audit flags
- Multi-state filing support
For Accountants & CPAs
Built with your workflow in mind
Taxee isn't just bookkeeping software. It's the accounting workflow you always wished your clients had.
Your CPA's viewer seat is free
Invite your accountant as a viewer at no extra cost, on every plan including Free. They get read-only access to every transaction and report, and can download the accountant package themselves.
One-click accountant package
Generate a complete, organized bookkeeping package at any time. Bank statements, categorized transactions, P&L, and balance sheet — all in one download.
AI that learns from corrections
Every correction you or your CPA makes trains the model on your business. Over time, Taxee categorizes with the same judgment as your accountant.
Anomaly & duplicate detection
Taxee flags unusual transactions, duplicate entries, and classification inconsistencies before they become problems at tax time.
Receipt & bill OCR
Snap a photo or forward an email. Taxee extracts vendor, amount, date, and category automatically and attaches it to the matching transaction.
Real-time financial reports
P&L, balance sheet, and cash flow statements are always up to date. Share read-only dashboards with clients so they're never in the dark.
How It Works
From messy bank feed to clean books
Four simple steps. A few minutes a week. Books that are always ready for your CPA.
Connect your accounts
Link bank accounts and credit cards through Teller's read-only connection — or upload CSV, OFX, QFX, MT940 or BAI2 statements. No manual data entry.
AI categorizes everything
Our AI reads every transaction and proposes the right account code, flagging anything it isn't sure about. It learns from corrections and improves over time.
Review the exceptions
A clean human review queue surfaces only what needs your attention. Approve, correct, or split — it takes minutes, not hours.
File with confidence
Deliver a clean accountant package with one click. Your CPA gets organized books, reports, and source documents — ready for tax filing.
Security & Data Handling
Your clients' data is sacred.
We treat it that way.
No badges, no fine print — here is exactly how Taxee handles your data today.
Encrypted in transit
Every connection to Taxee — your browser, the API and the bank feed — runs over TLS, so nothing travels across the internet in the clear.
Read-only bank connections
Bank feeds run through Teller. You sign in to your bank inside Teller Connect, so your bank password never reaches Taxee, and the connection can only read transactions — it cannot move money.
Role-based access
Three roles — owner, member and viewer. Viewers (your CPA, for example) can read every transaction and report but change nothing, and the API enforces that, not just the interface.
Statement import, five formats
Upload CSV exports from major US banks, or OFX, QFX, MT940 and BAI2 files. No bank connection is required if you would rather not link an account.
AI categorization, human review
AI proposes a category for every transaction and flags anything it is unsure about. You approve, correct or split those in a review queue, and your corrections become rules.
Accountant package export
One click produces a ZIP with the profit & loss, balance sheet, trial balance and full ledger as CSV, ready to hand to whoever prepares your return.
Pricing
Pay per set of books, not per seat
Your CPA's viewer account is always free. Upgrade when you need more sets of books.
1 set of books
- 1 set of books
- 500 transactions / month
- Bank feeds & statement import
- Invoicing & bills
- Receipt OCR
- Cash flow & budgets
- 5 AI Assistant queries / month
- Unlimited CPA / viewer accounts
3 sets of books
- 3 sets of books
- Unlimited transactions
- Bank feeds & statement import
- Invoicing & bills
- Receipt OCR
- Cash flow & budgets
- Unlimited AI Assistant
- Unlimited CPA / viewer accounts
- 14-day free trial
10 sets of books
- 10 sets of books
- Unlimited transactions
- Bank feeds & statement import
- Invoicing & bills
- Receipt OCR
- Cash flow & budgets
- Unlimited AI Assistant
- Unlimited CPA / viewer accounts
- Priority support
- 14-day free trial
Unlimited sets of books
- Unlimited sets of books
- Unlimited transactions
- Bank feeds & statement import
- Invoicing & bills
- Receipt OCR
- Cash flow & budgets
- Unlimited AI Assistant
- Unlimited CPA / viewer accounts
- Priority support
- Dedicated onboarding
- 14-day free trial
All paid plans include a 14-day free trial. Annual billing saves ~20%. No setup fees. No per-seat charges.
Your clients deserve better books.
Start on the Free plan — no credit card needed. Upgrade when you need more sets of books; every paid plan comes with a 14-day free trial.
Questions? Email us at hello@taxee.ai