TaxFlow AI
BACKED BY Pie Slice Ventures

For CPA & Tax Firms

Stop chasing clients
for tax documents.

Retrieves tax documents — even from institutions without APIs

Secure AI agents retrieve W-2s, 1099s, 1098s, and other tax forms from connected financial institutions — eliminating repetitive follow-ups and manual uploads so your team can focus on preparation, not collection.

Supports payroll providers, banks, brokerages, investment platforms, and mortgage lenders.

Apply for Pilot Access

Product Demo

TaxFlow AI — automated document retrieval

Retrieves documents from both API and non-API financial institutions.

W-2 & 1099
Tax forms retrieved
Any Bank
API or non-API
Zero
Passwords stored

Backed By

Pie Slice Ventures

Pie Slice Ventures backs early-stage founders building software that solves the real operational problems large teams overlook.

Visit Pie Slice Ventures

How It Works

One authorization.
Everything else is automated.

The client authorizes once. TaxFlow AI handles the rest.

Client Authorization

Client receives a secure one-time link — no app or account required.

AI Retrieval

Secure agents connect and pull tax documents from the client's accounts.

Tax Package Ready

Organized PDFs delivered directly to UltraTax, Drake, or your firm's portal.

TaxFlow AI | Document Collection
LIVE

Security & Privacy

Built secure from the ground up.

CPAs handle the most sensitive financial data. We build accordingly.

We never store your clients' passwords.

Credentials are used only during the retrieval session — never written to disk or retained afterward.

Passwords are never stored.

Your clients' login credentials are used only to complete the retrieval. They are never written to disk or retained on our servers.

Sessions end immediately after retrieval.

Each agent session is terminated as soon as the documents are collected. There is no persistent connection to your clients' accounts.

Only documents are retained — not credentials.

The only thing we deliver to your firm is the tax document itself. No account details, no session tokens, no credentials are passed along.

Exclusive Founding Pilot

Shape how CPA firms collect documents forever.

We are onboarding a small cohort of CPA firms for the upcoming tax cycle. Founding members get direct access to our team and a voice in what we build next.

01

A direct line to our engineering team for onboarding and integration support.

02

Input on which document sources and integrations we prioritize next.

03

Founding firm pricing, locked in for the life of your account.

Apply for early access

We'll review and follow up personally.

We'll reach out within 48 hours.

For Investors

Building the infrastructure
for tax season.

CPA firms lose weeks every tax season chasing clients for documents. We're replacing that process with secure AI agents — starting with the firms that feel the pain most.

Contact for Investment Inquiries

Backed by Pie Slice Ventures  ·  Pre-seed stage