For independent CPA & EA firms
AI for accountants.
More billable capacity.
Less chasing. Stronger review.
Free your team for more billable work. Praxis brings document collection, client communication, and first-pass 1040 review into one workspace.
We’ll follow up to arrange a walkthrough using a sample client.
Works with documents from the tax software you already use.
Your expertise is too valuable to spend on work that slows you down.
Your team shouldn’t have to spend so much time chasing documents and replies. Free your team to serve more clients while giving each client the attention they deserve.
More capacity. Stronger review.
More time for billable work.
From the first document request to the final review, keep client work moving. Explore each card for the details.
Put a value on recovered time
What could recovered time be worth to your firm?
Start with your own assumptions. See what happens if time spent on collection and follow-up becomes time for billable work.
20 team hours recovered each week
644 potential billable hours / year
Potential additional annual revenue, before costs
Based on 46 working weeks per year.
Unlock your firm’s capacity.Built for sensitive client data.
US-only storage and processing. No training on client data. Encryption in transit and for stored documents.
Required multi-factor sign-in for staff, firm-level access controls, and access logging.
Security and privacy review pack included, with §7216 consent materials and WISP documentation.
Questions from firms.
Will our clients need to change how they send documents?
Clients can email files or upload from their phone. Your team can collect what it needs without asking every client to learn a new process, reducing friction for clients and follow-up work for staff.
Do we need to replace our tax software?
No. Keep preparing and filing in UltraTax CS, Lacerte, Drake, or ProSeries. Praxis handles collection, client follow-up, and first-pass 1040 review alongside your existing workflow, so you can recover time without replacing the tools your team knows.
What does becoming a design partner involve?
Work with us to test Praxis against your firm’s real workflows, share what works and what gets in the way, and shape what we build next. Start with a conversation about where your team loses time and what would make the biggest difference for your firm.
Become a design partner
Build the future of accounting.
We’re building an end-to-end accounting platform that gives your firm more capacity to serve clients. Client communication, document collection, and 1040 review are just the beginning. Bring your firm’s needs and determine what we build next.
Built for independent CPA and EA firms.
We’ll follow up to arrange a walkthrough using a sample client.