TaxApp - Ai Tax Assistant

TaxApp - Ai Tax Assistant

AI Tax + Human Expertise

5 ratings
1 review
Free
With Ads

Details

  • Released
  • Updated
  • September 5, 2024
  • March 14, 2026

Features

TaxApp - Ai Tax Assistant screenshot #1 for iPhone
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TaxApp - Ai Tax Assistant screenshot #9 for iPhone
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About

This app helps freelancers and small business owners manage taxes and bookkeeping year-round. It uses AI for transaction categorization, provides quarterly tax estimates, and offers access to tax professionals. Features include receipt scanning, financial reports, and an audit risk analyzer.

AI Bookkeeper with automatic transaction categorization
Quarterly tax estimates and set-aside calculator
Audit Shield for documentation risk scoring
Connect with CPAs and enrolled agents
Financial reporting (P&L, Balance Sheet, Schedule C)
AI deduction finder and smart insights
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What's New in TaxApp

1.1.6

March 14, 2026

TaxApp — AI-Powered Tax Assistant Key Features: AI Bookkeeper — Automatic transaction categorization using a multi-layer engine (rules → vendor memory → keyword matching → AI), with CSV import, receipt scanning, and bank statement analysis Bank Reconciliation — Match transactions to bank statements period-by-period, add adjustments, and lock finalized periods Quarterly Tax Estimates — Real-time estimates using 2024 federal brackets, SE tax calculation, safe harbor logic, and a weekly set-aside calculator Audit Shield — Documentation risk scoring across 6 key IRS audit triggers with plain-language action items Tax Pro Marketplace — Connect with CPAs and enrolled agents for professional review and filing assistance Financial Reports — P&L, balance sheet, Schedule C, cash flow, and multi-year comparisons Personal Tax Center — W-2, 1099, deductions, credits, digital assets, and state filing support Smart Tools — AI deduction finder, capital gains calculator, quarterly tax calculator, and more Built for non-accountants. Trusted by tax professionals.

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User reviews

TaxApp Ai

Great job

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FAQ

Does TaxApp have ads?

Yes, TaxApp contains advertisements. As a free application, it utilizes ads to support its services.

What is the pricing for TaxApp?

TaxApp is available for free. There are no direct costs to download or use the core features of the application.

What devices does TaxApp support?

TaxApp is available on iPhone, iPad, and iPod. It is designed for iOS devices.

How often is TaxApp updated?

The latest version of TaxApp is 1.1.6, last updated on March 14, 2026. Updates typically occur to improve features and address bugs.

What is the age rating for TaxApp?

TaxApp has an age rating of 17+. This is due to the complex financial and tax-related content it handles.

Can I connect my bank accounts to TaxApp?

Yes, TaxApp supports bank statement analysis and CSV import for transaction categorization. It does not require SSN or bank credentials for security.

Does TaxApp file taxes with the IRS?

No, TaxApp does not file tax returns with the IRS or any government agency. It provides tools for tax preparation and estimation only.

What kind of financial reports does TaxApp offer?

TaxApp provides Profit & Loss statements, Balance Sheets, Schedule C reports, cash flow analysis, and multi-year comparisons.