Automate
your tax preparation success
Save hours every week and scale your tax preparation services with AI‑powered workflows—no coding needed.
Stop losing time on manual tax tasks
Tax preparation businesses waste countless hours on repetitive tasks. We automate them so you can focus on maximizing client refunds.
Manual Document Collection
Time-consuming document gathering, verification, and organization for multiple clients
180 hours
saved per year through automation
Manual Tax Preparation
Preparing tax returns, calculating deductions, and ensuring accuracy across multiple forms
4x
faster tax preparation with AI
Client Communication
Managing client updates, status inquiries, and follow-up communications during tax season
70%
reduction in client communication time
AI-powered features designed for tax preparation businesses
We design and manage the workflows for you. No technical knowledge required.
Automated document collection & organization
Automatically collect, verify, and organize client documents with AI-powered data extraction and secure document management.
AI-driven tax preparation & filing
Streamline tax return preparation, automate calculations, and ensure accuracy with intelligent workflow automation.
Client communication automation
Automate client updates, status notifications, and follow-up communications with personalized workflows and secure portals.
Trusted by tax preparation businesses nationwide
"CoreImpact's automation has revolutionized our tax preparation business. We've saved over 50 hours per week on document collection and client communication, while improving accuracy by 95%. The AI-powered tax preparation is incredible."
Robert Wilson
Founder, Tax Masters Pro
Real results from a tax preparation business
Refund Experts' Success Story
Refund Experts, a growing tax preparation business, was struggling with manual document collection and client communication. Their team was overwhelmed during tax season with repetitive tasks.
The Challenge
Manual document collection, scattered client data, and time-consuming tax preparation
The Solution
Automated document collection system with AI-driven tax preparation and client communication
Results in 3 months:
Spend less time on admin and more time maximizing refunds
Join hundreds of tax preparation businesses that have transformed their operations with AI automation. Your 30-minute strategy call is completely obligation-free.