According to AlphaMoat, in the latest data month UpTax (uptax.ai) received 0 monthly visits — ranked #0 of 17,424 AI websites with traffic data, and #0 of 3,134 in Industry Services.
What is UpTax
UpTax is AI tax preparation software for US CPA, EA, tax and accounting firms. A firm connects client documents such as W-2s, 1099s, K-1s, brokerage statements, trial balances or a prior-year return, and the platform auto-classifies every document by form and client, reconciles the figures and drafts review-ready 1040, 1065, 1120, 1120S, 1041 and 990 returns. A licensed professional in the firm then reviews, approves, signs and files, with every figure traceable to its source and a full audit trail. The product is built around US federal and state coverage and presents a SOC 2 Type II control posture with encryption and role-based access.
- 01Document intake with auto-classification by form
- 02Drafting of 1040, 1065, 1120, 1120S, 1041 and 990 returns
- 03Reconciliation of figures against source documents
- 04Review and approval workflow with human sign-off
- 05Full audit trail per line
- 06SOC 2 Type II posture with encryption and role-based access
- 07Coverage of US federal and state filings
Popular in Industry Services
Data month: — · Visit figures are third-party traffic estimates aggregated monthly — best for scale and trends. Multiple domains of the same product are merged. See methodology.