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THE ALL-IN-ONE PLATFORM FOR TAX FIRMS

The Operating System for Modern Tax Firms

Eight AI-powered modules. One white-labeled platform. From $20/user/month.

14 Days Free · No Credit Card Required

SaintCoreTax staff dashboard showing active tax jobs and pipeline

Pre-launch. Built by a working tax firm — onboarding 10 founding firms before Q1 2027.

Built for Firms Like Yours

One Person. Full Practice.

All 8 modules, no staff needed. Automate intake, prep, and filing — serve more clients without hiring.

Starting at $20/user/mo

Assign. Track. Scale.

Smart work queues, QC review, staff performance tracking. Know exactly who's doing what.

Bundle 3+ modules, save 10%

Every Service. One Platform.

Tax, resolution, credit repair, bookkeeping, notary — clients see one unified portal with your brand.

Bundle 7+ modules, save 20%

How It Works

Sign Up and Pick Your Modules

Choose from 8 modules — only pay for what you need. Tax prep, resolution, credit repair, ITIN, formation, bookkeeping, notary, registered agent. Add more anytime.

Module selection screen during onboarding

Brand It as Your Own

Add your logo, connect your domain, customize your colors. Your clients see your firm — not ours. White-labeled portal, white-labeled emails.

Your Clients Start Filing

Clients upload documents, complete organizers, sign forms, and track progress — all from your branded portal. You manage everything from one dashboard.

Client portal with active tax jobs and document uploads

Tax PreparationTax ResolutionCredit RepairITIN ProcessingBusiness FormationBookkeepingNotary / RONRegistered AgentTax Planning

See All Features

AI-POWERED

AI Built Into Every Module

25+ AI features across all 8 modules. See them all on a live demo.

Document Scanner

Clients upload W-2s and 1099s. AI reads them instantly — extracting wages, withholding, employer info — and fills forms automatically.

Auto-Pilot Pipeline

Jobs advance through your pipeline automatically. When documents arrive, AI moves the job forward and notifies your team.

Form Auto-Fill

AI fills IRS forms — 2848, 433-A, 656, SS-4, W-7 — from case data. Staff reviews and submits, not types from scratch.

Pipeline Copilot

Monitors your entire pipeline. Flags bottlenecks, overdue jobs, and 48-hour communication gaps before they become problems.

Simple, Transparent Pricing

Per module, per user, per month. Bundle discounts up to 20%.

Modules from

$20/user/mo

Available modules

Bundle savings

Up to 20%

Platform fee

No base feeBundle discounts up to 20%Save 20% annually

Ready to Run Your Firm on One Platform?

14-day free trial. No credit card. Set up in under 5 minutes.

14-day free trial
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