Your clients are leaving money on the table.
Upstaxx gives tax preparers and CPAs an AI-powered strategy engine that finds credits, deductions, and savings your current software misses — then lets you file directly through the platform.
Be the CPA who finds what everyone else misses.
Your software files returns. It doesn't find savings.
Drake, Lacerte, ProSeries — they're built to prepare and submit. Not to think. Not to strategize. Not to find what's missing.
tax credits most software never checks for
Federal and state credits that provide dollar-for-dollar savings — not deductions. Most preparers miss them because their tools don't scan for them.
strategies your current tools don't surface
From QBID optimization to retirement contribution sequencing to entity structure analysis — with real dollar amounts, not generic suggestions.
in EITC left unclaimed in 2021 alone
1 in 5 eligible families never claim it. Your clients could be among them. Upstaxx flags every credit they qualify for — automatically.
What's Included
Everything your current software doesn't do.
Upstaxx doesn't replace your workflow. It supercharges it.
Mr. Green AI Advisor
An AI tax brain trained on the full tax code. Ask it questions across any client profile. It finds strategies, flags credits, and shows exact dollar savings.
Tax Strategy Engine
350+ strategies with real calculators. Run any client scenario and see the dollar impact before you file. QBID, entity optimization, retirement sequencing, and more.
Tax Credits Scanner
63+ federal and state credits scanned automatically per client. The credits most software doesn't check for — the ones that save your clients thousands.
File Through Upstaxx
File federal and state returns directly through the platform at $30/return. No separate filing software needed. Strategies, credits, and filing all in one place.
Client Dashboard
Manage all your clients in one view. See savings flagged per client, credits found, strategies applied, and filing status at a glance.
Savings Reports
Generate professional reports showing exactly what you found for each client — credits claimed, strategies applied, total savings delivered. Justify your fees in black and white.
See your ROI
Slide to match your practice size.
Your annual cost
$4,188
$1,188 base + $3,000 filing
Savings you deliver
$250,000
across 100 clients
Your ROI
5,969%
return on investment
“The tool pays for itself with one client. Everything after that is pure upside.”
Simple pricing. Massive value.
Platform access + pay per return. No hidden fees. No per-client charges.
Platform Access
Billed annually ($1,188/year) Save $600/yr
Per Return Filed
Federal + state. No per-client fees.
Everything included:
Credit card required. Cancel anytime. No returns charged during trial.
How we compare to what you're using now.
*Drake base plans include unlimited filing. Per-return pricing available on lower tiers.
Here's the real question.
If Upstaxx finds one extra credit worth $2,000 for just one of your clients — the entire platform has paid for itself. Everything after that is pure upside for you and your clients.
Your clients get bigger refunds. You get the credit. Your retention goes up. Your referrals go up. Your fees are justified in black and white. And you spent $30 on the return that made it happen.
Questions from professionals
Be the CPA who finds what everyone else misses.
14 days free. $30/return. Founding member rate locked in forever.
Your clients keep more. You get the credit.
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