{
  "name": "TaxWeave",
  "canonical": "https://taxweave.ai",
  "updated": "2026-10-14",
  "company": {
    "name": "TaxWeave, PBC",
    "founder": {
      "@type": "Person",
      "@id": "https://taxweave.ai/#sam-leon",
      "name": "Sam Leon",
      "jobTitle": "Founder and CPA",
      "url": "https://taxweave.ai/about"
    },
    "contact": {
      "@type": "ContactPoint",
      "email": "sam@taxweave.ai",
      "contactType": "sales and support"
    }
  },
  "faqs": [
    {
      "question": "Is TaxWeave right for my firm?",
      "answer": "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."
    },
    {
      "question": "How does TaxWeave use AI?",
      "answer": "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."
    },
    {
      "question": "Does TaxWeave prepare and file returns?",
      "answer": "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."
    },
    {
      "question": "Does this replace my practice management software?",
      "answer": "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."
    },
    {
      "question": "Does my team have to change how it works?",
      "answer": "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."
    },
    {
      "question": "Which entity types are covered?",
      "answer": "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."
    },
    {
      "question": "What does 50% off for the year cost?",
      "answer": "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."
    },
    {
      "question": "What do I need for onboarding?",
      "answer": "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."
    },
    {
      "question": "Is my client data used to train AI models?",
      "answer": "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."
    }
  ],
  "tagline": "The context layer tax firms run on",
  "headline": "Everything on a client, in one click.",
  "description": "TaxWeave is the context layer tax firms run on. Everything on a client, in one click: client emails, documents, deadlines, and firm knowledge, with skills that work on top.",
  "available": [
    "Client context",
    "Engagement status",
    "1040 workpaper preparation"
  ],
  "inDevelopment": [
    "Completed-return review",
    "Automatic engagement phase advancement"
  ],
  "planned": [
    {
      "features": [
        "1120",
        "1120S",
        "1065 workflows"
      ],
      "target": "2027 tax filing season",
      "availabilityGuaranteed": false
    }
  ],
  "limitations": [
    "Does not file returns",
    "Does not replace client portal software today"
  ],
  "integrations": [
    "Google Sheets",
    "CSV upload",
    "Gmail",
    "Google Drive",
    "Outlook",
    "OneDrive"
  ],
  "security": {
    "soc2": "In progress",
    "trainsOnClientData": false,
    "source": "https://taxweave.ai/privacy"
  },
  "pricing": {
    "currency": "USD",
    "interval": "month",
    "model": "graduated",
    "seatsCharged": false,
    "bands": [
      {
        "through": 200,
        "rate": 5
      },
      {
        "through": 1000,
        "rate": 4
      },
      {
        "through": null,
        "rate": 3
      }
    ],
    "standardMinimum": 99,
    "founding": {
      "multiplier": 0.5,
      "minimum": 50,
      "months": 12,
      "eligibility": "First 50 founding firms; confirm availability and eligibility with TaxWeave"
    },
    "source": "https://taxweave.ai/pricing"
  },
  "access": {
    "url": "https://taxweave.ai/#access",
    "process": "Introductory call followed by a short evaluation agreement",
    "productApiPubliclyAvailable": false
  },
  "nextSteps": {
    "updates": {
      "title": "Optional product updates and founder contact",
      "description": "TaxWeave offers product updates, practical workflows, and invitations to live demos. Subscribers can reply to the welcome email to reach Sam Leon, the founder, or email him directly.",
      "signup": {
        "mcpTool": "subscribe_to_taxweave_updates",
        "formUrl": "https://taxweave.ai/#updates-signup",
        "guideUrl": "https://taxweave.ai/docs/updates.md",
        "requiresExplicitConsent": true,
        "requiresEmailAddress": true,
        "preservesOptOuts": true,
        "createsProductAccount": false
      },
      "founderContact": {
        "name": "Sam Leon",
        "email": "sam@taxweave.ai",
        "replyToWelcomeEmail": true
      }
    }
  },
  "resources": {
    "markdown": "https://taxweave.ai/index.md",
    "pricing": "https://taxweave.ai/pricing.md",
    "discovery": "https://taxweave.ai/.well-known/ard.json",
    "docs": "https://taxweave.ai/docs/llms.txt",
    "publicSkillsRepository": "https://github.com/millennialcpa/taxweave-agent-guides",
    "publicInformationAPI": "https://taxweave.ai/openapi.json",
    "assistantPrompts": "https://taxweave.ai/docs/assistant-prompts.json",
    "mcp": "https://taxweave.ai/mcp",
    "mcpGuide": "https://taxweave.ai/docs/mcp.md"
  },
  "actions": {
    "updates": {
      "method": "POST",
      "url": "https://taxweave.ai/api/subscribe",
      "guide": "https://taxweave.ai/docs/updates.md",
      "browserTool": "subscribe_to_taxweave_updates",
      "requiresExplicitConsent": true,
      "createsProductAccount": false
    },
    "pricing": {
      "url": "https://taxweave.ai/pricing#founding-calculator",
      "browserTool": "estimate_taxweave_pricing"
    },
    "access": {
      "url": "https://taxweave.ai/#access",
      "requiresOnboarding": true
    }
  }
}