Step 01
Pick a client, start the return
Search existing clients or create new ones. No duplicate data entry — previous sessions resume exactly where you left off.
Find or create a client
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Tax Preparation, Reimagined
Stop typing. Start reviewing.
Other software makes you key in every number. PaisaTax reads the documents, fills the forms, and recalculates the entire return when you change a single field. You just review and file.
Upload bank statements & receipts
What's Different
AI reads your documents
Drop a W-2 or 1099 — fields are extracted and mapped to the return. No manual data entry for source documents.
One input changes everything
A computation graph connects every field. Update one number and every dependent line recalculates instantly.
See the math on the PDF
Computed values are overlaid directly on each form. Color-coded: blue for inputs, green for computed, red for errors.
Built for your Spanish-speaking clients
Full bilingual interface — every question, label, and AI response available in English and Spanish.
$5 per return, not $5,000 per seat
No per-preparer licensing. One flat annual fee for the firm plus a small cost per filed return.
60 forms, zero plugins
W-2 through energy credits, Schedule C through capital gains. Auto-computed schedules generate when their inputs exist.
From intake to filing
Step 02
Upload documents — AI handles the rest
Drop W-2s, 1099s, receipts, bank statements. PaisaTax classifies each document, extracts fields, and maps values to the right form.
Upload source documents
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Step 03
Answer the questions that matter
PaisaTax surfaces only the follow-up questions your client's return actually needs — Schedule C, credits, deductions, and other situations.
Select additional situations
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Step 04
Review before session creation
Check the summary before moving into prep. See what was collected and confirm the return is moving into the right path.
Pricing
One plan. No tiers.
$500/year
Platform access
$5/return
Per e-filed return
$0.05/page
AI extraction (optional)