Every desk, research-ready
Junior staff become research-independent
Your associates answer their own hard questions — with cited authority — instead of forming a queue outside the partner's door.
One platform for the full engagement — research, planning, modeling, return review, and resolution. Built for the boutique firm that competes on judgment, not headcount.
A boutique firm wins on judgment, responsiveness, and depth — not on the size of the org chart. TaxFigure gives every desk the research firepower of a much bigger firm.
Your associates answer their own hard questions — with cited authority — instead of forming a queue outside the partner's door.
Every answer is anchored to the same primary authority — so the work looks like one firm, no matter whose name is on the preparer line.
Turn faster research into packaged advisory engagements — and grow revenue per client without growing the headcount line.
Move across the entire engagement without leaving the platform — or losing context. Every answer, model, and review is anchored to the same citeable authority.
Federal, state & municipal authority in seconds — the research desk every preparer in the firm now has.
Entity selection, retirement sequencing, and year-ahead strategy — packaged advisory the firm can sell.
Roth conversions, §199A optimization, basis & waterfalls — the staffer models it, the partner signs off.
Missed deductions, position validation, multi-state nexus — caught at review, not at exam.
Penalty abatement, reasonable cause, and audit support — handled in-house instead of referred out.
The boutique growth ceiling is rarely demand — it's capacity. TaxFigure lifts the ceiling by making every person on the team more capable, not by adding more people.
See it across a teamEvery associate gets the research depth of a partner — and grows into the role faster.
Stop fielding the same intermediate questions all day. Partners do partner-level work.
Turn research speed into productized planning engagements with predictable margins.
Every answer anchored to the same authority — the firm's standard, not an individual's.
Other tools give you a paragraph. TaxFigure gives you a paragraph with its sources attached — and the trail to prove it.
The associate's research is the partner's research. Every position anchored to primary authority — review at a glance, not a re-research project.
New hires ask in plain English from day one — no boolean syntax, no query training, no onboarding productivity drag.
Serve clients in every state without specializing in all fifty. The breadth is covered — your team owns the depth.
Every answer timestamped and source-anchored — the workpaper file writes itself as the work happens.
Junior researches, partner reviews, partner plans — context carries across every desk that touches the client.
Take the engagement even when it's outside the firm's usual lane. The breadth is covered — so the firm can say yes.
Federal IRC, every state, and 1,000+ municipal codes — the breadth that lets the firm say yes to the next engagement.
Post-Wayfair nexus, marketplace rules, and exemption logic — SALT work without a dedicated SALT hire.
Employment tax, withholding, and worker classification — covered without a payroll specialist on staff.
Tax Court decisions, appellate rulings, and the specialty work that grows a boutique firm's reputation.
Purpose-built components sit beneath the intelligence engine — so client documents and client data are handled the way a firm expects.
Vision models parse W-2s, 1099s, K-1s, brokerage statements, and prior-year returns into clean, structured data — the prep work, done.
Detects, tokenizes, and governs client PII before it ever reaches a model — the per-client isolation your §7216 confidentiality obligations demand.
From a tight partner-led shop to a firm in active growth mode — the platform scales with the practice.
Free the partners from the question queue and put their hours back on the highest-value work.
Build planning into a packaged, repeatable service line with predictable margins.
Go deep in your niche while keeping the breadth to handle whatever a client brings.
Add clients and revenue before you add seats — and onboard new staff faster when you do.
The firm's quality stops being a function of who's on the file. Every position carries the same authority — across every desk.
What small firms ask before rolling TaxFigure out to the whole team.
Yes. Clients live as shared entity workspaces — invite teammates with configurable access levels per client, see who touched what last, and keep every document, insight, and conversation in one place.
Every answer is cited to primary authority — IRC, regulations, rulings, caselaw — with a verification trail, so junior preparers produce research the reviewing partner can actually sign off on.
Uploaded files (PDF, Word, Excel, CSV, images up to 10 MB) are OCR-processed, classified, and auto-categorized. Each entity gets a document checklist of required versus recommended items, with progress tracking — so collection status is visible at a glance.
For each client, Insights produces an A–F health grade with a coverage matrix of uploaded versus expected documents, a plain-language summary of what's there and what's missing, and suggested next steps — triage across the book in seconds.
It analyzes an entity's uploaded documents and surfaces deduction opportunities scored by confidence and dollar value — so the team chases the highest-value items first instead of re-reading every file.
Yes — per-entity workspaces isolate every client, and PII is detected and tokenized before reaching a model. Access is granted per entity, not firm-wide by default.
Answers current as of 2026-06-18.
Bring a real engagement, a real research bottleneck, a real partner question. We'll show you what the firm looks like when every desk has the research desk.