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$70/user/mo$56/mo annual

Tax preparation, reimagined

From document upload to filed return — AI handles data entry so your team handles clients.

Start Free Trial View Pricing

AI SCANNER

Upload, extract, done

Clients snap a photo or drag-and-drop. AI reads W-2s, 1099s, and IDs in seconds — no manual data entry.

Camera capture on mobile, drag-and-drop on desktop
Rule-based classification at launch, AI post-launch
Duplicate detection and expiration checks
Real-time price building as forms are detected

12-STAGE PIPELINE

Every step tracked

From 'New Tax Year' to 'Refund on the Way' — clients see friendly labels, staff see granular stages.

Client-facing labels in plain language
QC review by a different preparer
Automatic 48-hour proactive updates
Year-based job system with auto-creation

DIGITAL ORGANIZER

6 steps to a complete return

Guided intake collects personal info, family, income, documents, and bank details — or clients skip it entirely with Drop-Off Mode.

Save progress at every step
Pre-filled data for returning clients
Drop-Off Mode for upload-only clients
Professional Spanish translation

E-SIGNATURE

Form 8879 with KBA

IRS-compliant e-signature via SignNow with knowledge-based authentication. MFJ? Three spouse signing options.

Same-device signing
One-time link to spouse (no account needed)
In-office option
Silent timestamp and IP capture

Before vs. After SaintCoreTax

15 min per return → 30 seconds

Before

Manual data entry from paper documents
Phone tag for missing documents
Spreadsheet to track return status
Email back and forth for signatures

After

AI reads documents in seconds
Automated document request notifications
Real-time pipeline with client portal
One-click e-signature with KBA

Tax Preparation

$70/user/mo

$56/mo annual (Save 20%)

Start 14-Day Free Trial

No credit card required. Bundle with other modules for up to 20% off.

Explore more modules

Bundle modules together and save up to 20%.

Tax Resolution$55/user/moLearn more

Credit Repair$40/user/moLearn more

Bookkeeping$40/user/moLearn more

Business Formation$30/user/moLearn more

ITIN Processing$25/user/moLearn more

Notary / RON$20/user/moLearn more

Registered Agent$20/user/moLearn more

Tax Resolution$55/user/moLearn more

Credit Repair$40/user/moLearn more

Bookkeeping$40/user/moLearn more

Business Formation$30/user/moLearn more

ITIN Processing$25/user/moLearn more

Notary / RON$20/user/moLearn more

Registered Agent$20/user/moLearn more

Ready to Get Started?

14-day free trial. No credit card required. Pick your modules and go live in minutes.

Start Free Trial Talk to Sales

Loading…

$70/user/mo$56/mo annual

Tax preparation, reimagined

From document upload to filed return — AI handles data entry so your team handles clients.

Start Free Trial View Pricing

AI SCANNER

Upload, extract, done

Clients snap a photo or drag-and-drop. AI reads W-2s, 1099s, and IDs in seconds — no manual data entry.

Camera capture on mobile, drag-and-drop on desktop
Rule-based classification at launch, AI post-launch
Duplicate detection and expiration checks
Real-time price building as forms are detected

12-STAGE PIPELINE

Every step tracked

From 'New Tax Year' to 'Refund on the Way' — clients see friendly labels, staff see granular stages.

Client-facing labels in plain language
QC review by a different preparer
Automatic 48-hour proactive updates
Year-based job system with auto-creation

DIGITAL ORGANIZER

6 steps to a complete return

Guided intake collects personal info, family, income, documents, and bank details — or clients skip it entirely with Drop-Off Mode.

Save progress at every step
Pre-filled data for returning clients
Drop-Off Mode for upload-only clients
Professional Spanish translation

E-SIGNATURE

Form 8879 with KBA

IRS-compliant e-signature via SignNow with knowledge-based authentication. MFJ? Three spouse signing options.

Same-device signing
One-time link to spouse (no account needed)
In-office option
Silent timestamp and IP capture

Before vs. After SaintCoreTax

15 min per return → 30 seconds

Before

Manual data entry from paper documents
Phone tag for missing documents
Spreadsheet to track return status
Email back and forth for signatures

After

AI reads documents in seconds
Automated document request notifications
Real-time pipeline with client portal
One-click e-signature with KBA

Tax Preparation

$70/user/mo

$56/mo annual (Save 20%)

Start 14-Day Free Trial

No credit card required. Bundle with other modules for up to 20% off.

Explore more modules

Bundle modules together and save up to 20%.

Tax Resolution$55/user/moLearn more

Credit Repair$40/user/moLearn more

Bookkeeping$40/user/moLearn more

Business Formation$30/user/moLearn more

ITIN Processing$25/user/moLearn more

Notary / RON$20/user/moLearn more

Registered Agent$20/user/moLearn more

Tax Resolution$55/user/moLearn more

Credit Repair$40/user/moLearn more

Bookkeeping$40/user/moLearn more

Business Formation$30/user/moLearn more

ITIN Processing$25/user/moLearn more

Notary / RON$20/user/moLearn more

Registered Agent$20/user/moLearn more

Ready to Get Started?

14-day free trial. No credit card required. Pick your modules and go live in minutes.

Start Free Trial Talk to Sales