Bring Gmail and Google Drive into the workflow
Connect Google email, documents and your client list so Vira and skills can work from the whole client context.
Read the guideDead-simple onboarding, by design
Set up in 30 minutes, or your first month is free.
Built for the whole firm
Set workflows up once. Everyone on the team works the same way.
Fits the stack you have
No need to rebuild your routines — let TaxWeave work with you instead.
2026
Best Firm for Technology
Accounting Today
Built and used daily by Sam Leon, CPA (NY, VA), 13+ years in tax firms up to Director level.
The product
Context first. Skills second.
Always in that order.
One client view brings the firm’s knowledge together. Vira reads that context, and skills put it to work.
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01
Know the client Live
Open a client. Know what’s happening.
Every email, document, note, and deadline, already together. Vira tells you what changed and what you’re waiting on.
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02
Run the firm Live
Stop figuring out what to work on next.
Every engagement’s state stays current: ready, waiting on the client, waiting on you, or gone quiet.
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03
Do the work Live
Stop starting every return from a pile of documents.
Run Workpaper Prep. Source documents become a reviewable workpaper, organized and ready for your preparer.
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04
Review In build
Fast return review. Focus on exceptions.
The return is checked against the workpaper and source documents. Your reviewer sees only the discrepancies and open questions.
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05
Agentic practice management In build
The work moves the engagement. Not a status field.
Nobody updates a status. Every engagement sits in a firm-defined phase. The work advances as skills run, and TaxWeave alerts you when phases stall.
See it run on one of your clients.
Claim your spotIntegrations
Works with the tools your firm already uses.
Connect your inbox, documents, and client list in a few clicks. TaxWeave does the work that falls between them.
Live now:
Google Sheets
CSV upload
Gmail
Google Drive
Outlook
OneDrive
Coming soon: Dropbox, Slack, Microsoft Teams, Google Calendar, Fathom, Granola.
Security
Client documents are read by an AI model we run ourselves.
§7216 asks whether you were allowed to send a client’s information at all. So identifying details never leave TaxWeave.
- Client documents are read by a model TaxWeave runs itself, on GPUs we control, inside our private cloud.
- For research and drafting, identifying details are replaced with placeholders before a request reaches an outside model. Every request is checked again on the way out.
- Outside providers are named in our privacy policy. Their terms prohibit training on your data.
SOC 2 in progress with Vanta
Our commitment
Why we’re a Public Benefit Corporation.
Our charter: to advance the confidentiality, integrity, and responsible handling of taxpayer information. Your duty to your clients doesn’t lapse, so neither does ours.
Founding Offer
Onboard now. Decide in Jan. — first 50 get 50% off
Get your firm ready for a tax season with less digging, less repetitive work, and more room for clients.
Join the first 50 founding firms, get set up with your own client list, and see how TaxWeave fits the way your team works.
Know where every client stands.
Bring emails, documents, deadlines, and engagement status together so you can see what needs attention.
Spend less time getting work ready for review.
Draft 1040 workpapers from client documents and emails, with the context your reviewer needs close at hand.
Give your whole firm a repeatable process.
Set up shared workflows so everyone follows the same steps.
Make room for more clients.
Reduce the gathering, searching, and repetitive preparation that take up your team’s capacity.
Use AI with client confidentiality built in.
Documents are read in TaxWeave’s private cloud. Identifying details are removed before requests reach outside AI providers, and client data is never used to train models.
Save your spot, then book a 30-minute intro call to assess the fit. If it’s a fit, we’ll send a short evaluation agreement and help you connect your client list, email, and documents.
After the first 50, new firms join the waitlist.
See TaxWeave in action before you book a call. Join the free demo →
What is taxweave.ai?
TaxWeave at taxweave.ai is the context layer tax firms run on. It holds everything your firm knows about a client, and puts skills to work on top of it. Client emails, documents, deadlines, notes, and engagement status stay connected. Vira works from that context; skills turn it into work for human review. See current capabilities and planned workflows below.
Product overview and current limits · Agent reading guide · Assistant tools and signup guide
Evaluation guides
Find the right fit for your firm’s workflow.
Compare AI tax software for a small firm
Start with the job: connected client context, firm-wide visibility, or a skill such as workpaper preparation. Compare published vendor capabilities and what to verify.
Read the guideBring Outlook and OneDrive into the workflow
Evaluate client email, documents, and engagement context while keeping your existing portal, billing, and filing tools.
Read the guideAdd AI alongside practice management
Define what TaxWeave handles, what stays in your current systems, and where a manual handoff may remain.
Read the guideExplore it with your AI assistant
Is TaxWeave right for your firm?
Ask ChatGPT or Claude.
Bring your firm’s questions to the assistant you already use. Explore what fits, what it costs, and where the gaps are before you book a call.
- Copy the question below.
- Paste into ChatGPT or Claude and fill in the brackets.
- Ask follow-up questions about your workflow.
Start with your firm
Add your client count, tools, and biggest bottleneck. Ask for the fit, the gaps, and what to verify.
Use an assistant with web access, or connect TaxWeave below to use its tools. No TaxWeave account needed. Describe your workflow; leave client names and documents out of the question.
More questions: pricing and product updates
Calculate your price
Compare standard pricing with the first-year Founding Firm offer.
Get product updates
See what you will receive, then choose whether to subscribe and connect with Sam.
Connect your assistant to TaxWeave with MCP (optional)
1. Connect your assistant to TaxWeave
MCP connects your assistant to current TaxWeave product facts, documentation, pricing, and optional updates signup. No TaxWeave account, API key, or sign-in is needed.
Copy this URL into your assistant’s connector settings. Pasting it into a chat does not connect the server.
Claude chat or ChatGPT:
- Claude chat: open Customize → Connectors → Add → Add custom connector. Name it TaxWeave, paste the server URL, choose No sign-in, and add it. In a new chat, open + → Connectors and enable TaxWeave.
- ChatGPT: open Plugins → + → Add custom MCP server. Name it TaxWeave, paste the server URL, and choose No authentication. Review the displayed warning, create and install the plugin, then select TaxWeave with @ in a supported chat. Availability and labels depend on your plan and workspace.
Claude Code: Run this in your terminal, then start a new Claude Code session. Check the connection with claude mcp list or /mcp.
Codex: Run this in your terminal, then start a new Codex session. Check the connection with codex mcp list.
2. Ask a question and check the tool call
Paste this into your connected assistant. Look for TaxWeave tool activity in the answer; a website search alone does not confirm the MCP connection.
Connecting does not subscribe you. Updates signup requires your explicit permission and email address. Opening the server URL in a browser may show “405 Method Not Allowed”; use the setup steps above.
Shareable setup guide · Tool reference and troubleshooting · Claude connector help · ChatGPT connector help
Frequently asked questions
Is TaxWeave right for my firm?
Probably, if your firm prepares tax returns, uses Gmail or Outlook, and keeps client documents in Google Drive or OneDrive, or is willing to put them there. Your client list comes in as a CSV or Google Sheet. TaxWeave keeps every client’s emails, documents, and deadlines in one place, drafts workpapers from the source documents, and keeps the client file current. Return review is in development. You review, and you file in the software you already use.
1040 workpaper preparation is live now. 1120, 1120S, and 1065 are targeted for the 2027 season, so firms with business clients can join now and be ready when those ship.
It may not fit yet if you want one tool for client portal, billing, and e-file. TaxWeave doesn’t file returns, and it doesn’t replace client portal software today.
Not sure? Claim a spot and we’ll tell you honestly on the intro call.
How does TaxWeave use AI?
AI reads, drafts, and flags. You review, and you file. Vira reads a client’s emails and documents to keep the client file current and to draft workpapers. Documents are read by a model TaxWeave runs in its own private cloud. When a task needs an outside model, like research or drafting, identifying details (SSNs, EINs, bank and routing numbers) are replaced with placeholders first, and the request is checked again on the way out. A request that still contains an identifier is not sent. Outside providers are named in our privacy policy, and their terms prohibit training on your data. Nothing is filed by AI.
Does TaxWeave prepare and file returns?
TaxWeave prepares 1040 workpapers from the client’s documents and emails. You review the workpapers and file from the tax software your firm already uses. Completed-return review is in development, and business-return workflows are targeted for the 2027 tax filing season. TaxWeave does not file returns.
Does this replace my practice management software?
It can replace, or it can supplement. Client profiles and project statuses are also designed to sit alongside what you have. A secure portal and native client drives are on the roadmap after SOC 2 Type 2 is attained (currently in progress), so a full replacement is possible later if you want it.
Does my team have to change how it works?
TaxWeave reads the tools you already use. Nothing to install, nothing to log. The one thing it asks: anything it can’t attribute to a client lands in a queue for someone to resolve or dismiss.
Which entity types are covered?
1040 workpaper preparation is live now. Completed-return review is in development. 1120, 1120S, and 1065 workflows are targeted for the 2027 tax filing season.
What does 50% off for the year cost?
Standard pricing is per client, per month: $5 for your first 200, $4 from 201 to 1,000, $3 above that, with a $99 monthly minimum. There are no seat charges. Founding firms receive 50% off for the first year, starting at $2.50 per client with a $50 monthly minimum. See the pricing details.
What do I need for onboarding?
Your client list as a CSV or Google Sheet, and whoever can sign in to the firm’s email and document accounts (Gmail or Outlook, Google Drive or OneDrive). We connect them on the call. Importing runs on its own after that.
Is my client data used to train AI models?
No. Client information is never used to create, train, or improve any AI model, ours or anyone else’s, in any form. That’s written into our privacy policy and our charter as a Public Benefit Corporation.