Agentic AI for Tax

AI agents perform the first-pass review across every 1040, so your team can handle more returns with less burnout.

Helping CPA firms spend less time reviewing and more time advising

AI that reviews like your best reviewer — at scale
Upload returns, let agents run, review findings, and sign off — all in one place.

Agent-Powered Review

AI agents analyze returns grounded in IRS publications with confidence scores.

Year-over-Year Comparison

Side-by-side comparison with smart filters to spot income swings and missing forms.

Configurable Skills

40+ review skills you can toggle to match your firm's practice areas.

Team Dashboard

Track your pipeline, assign returns, and monitor resolution rates.

Human-in-the-Loop

Confidence scoring auto-approves the clear ones, escalates the rest to your team.

Audit Trail & Sign-Off

Full audit log with electronic sign-off. Export to PDF, Excel, or CSV.

Built for firms that want to do more with the team they have

Firms wanting to scale

Handle more returns without hiring additional reviewers.

Firms wanting consistency

Every return reviewed with the same rigor, regardless of who's assigned.

Firms wanting to reduce workload

Let AI handle the first pass so your reviewers focus on judgment calls.

Firms with offshore teams

Standardize review quality across all locations and time zones.

The impact on your practice
Reduced review time
AI handles the first pass so your team focuses on what needs judgment.
Fewer errors
Every line checked against IRS rules, carryovers, and prior year — nothing slips through.
More advisory hours
Time saved on compliance becomes time spent on higher-value advisory work.
Less staff burnout
Your team handles more returns without the late nights and manual line-checking.
Four steps, upload to sign-off
01

Upload

Drop your tax documents. Acurat detects form types and tax year automatically.

02

Agents Run

Agents execute in a multi-pass pipeline. Findings appear in real-time with dollar impact.

03

Review

Your reviewers review escalated items, add notes, and resolve findings that need judgment.

04

Sign Off

Complete the checklist and export the full review.

Agentic AI review for 1040 returns

1040 Review

AI agents review every line of the 1040 — income, deductions, credits, and multi-state allocations. Each finding comes with source citations, prior-year comparison, and a confidence score so your reviewers know exactly where to focus.

Agentic AI Review Prior Year Comparison Configurable Skills Source Citations

We believe tax review deserves better tools

CPA firms spend thousands of hours every season on manual review — checking the same lines, catching the same errors, chasing the same carryovers. We started Acurat because we believe agentic AI can fundamentally change how returns are reviewed — not by replacing reviewers, but by giving them an intelligent first pass they can trust.

Our platform is built by a team that understands both tax and AI deeply. Every finding is grounded in IRS publications and traceable to a source. 1040 review is just the beginning — we're expanding to support other entity types as well.

Accuracy First

Every finding backed by IRS publications and traceable to source.

Reviewer in Control

AI handles volume. Your team handles judgment. Confidence scoring keeps humans in the loop.

Domain Expertise

Each agent is a specialist. From mortgage interest to passive activity rules.

Your Practice, Your Rules

40+ configurable skills. Enable what your firm needs, disable what it doesn't.

Ready to see agentic AI review in action?

Talk to our team and see how Acurat fits into your firm's review workflow.

Schedule a Demo →