Tax case management software for attorneys - AI tools

IRS Solutions provides comprehensive tax resolution software with IRS transcript monitoring, client management, and growth tools for tax professionals. The platform automates complex tax resolution processes and offers proactive IRS activity alerts.

• Paid
• From 159$

PitBullTax is an AI-powered tax resolution software for CPAs, EAs, and Tax Attorneys, streamlining case management, IRS transcript analysis, and client communication.

• Free Trial

MyTAXPrepOffice is a comprehensive cloud-based tax preparation platform featuring My AI Assistant for automated data entry, designed to help tax professionals work more efficiently with unlimited tax preparation, e-filing, and integrated bank products.

• Paid
• From 58$

CaseWizard is an AI-powered legal case and practice management software designed to help law firms manage growing caseloads efficiently with features like document management, time and billing automation, and calendar docketing.

• Free Trial
• From 25$

HIVE Tax AI is an agentic AI platform designed for tax professionals and financial planners, offering tools for efficient tax research, personalized tax planning, and client support.

• Free Trial
• From 99$

CaseFox offers a comprehensive, cloud-based legal practice management software designed for attorneys, CPAs, and other legal professionals to streamline case management, billing, and client communication. It supports firms of all sizes with features like time tracking, document management, and AI document analysis.

• Freemium
• From 45$

TaxBandits offers an AI-powered, comprehensive online solution for e-filing federal and state tax forms, streamlining compliance for businesses, tax professionals, and organizations.

• Usage Based

Bitcoin.Tax offers a comprehensive platform for calculating, tracking, and reporting Bitcoin and cryptocurrency taxes, supporting capital gains, income, and more for individuals and professionals.

• Freemium
• From 5$

Case Master Pro is a comprehensive cloud-based case management software designed specifically for law firms and collection agencies, offering features like case tracking, billing, document management, and secure payment processing to streamline legal workflows.

• Contact for Pricing

MyCase is a comprehensive legal practice management platform that helps law firms streamline case management, client communication, billing, and document automation with integrated AI tools.

• Freemium
• From 39$

CPA Pilot is an AI-powered assistant that helps tax professionals streamline their workflow, saving time on research, client communication, and marketing.

• Paid
• From 20$

Taxbit provides enterprise-grade tax and accounting tools that automate digital asset reporting and compliance for businesses and governments.

• Contact for Pricing