Ideas, news & tools for tax firms
Practical, practitioner-built resources for running a smarter firm, plus the latest from TaxFigure — company news, press releases, and what shipped this month.
Latest
Accountant-Built AI Platform TaxFigure Selected for TechCrunch Disrupt's Startup Battlefield 200
XU Magazine on TaxFigure's selection for TechCrunch Disrupt's Startup Battlefield 200, and how a tax intelligence platform founded by CPA Liz Mason brings the accounting profession's trust standards to one of tech's biggest stages.
August 2026 Product Updates: Individual Clients, Verified Citations, One-Click Deliverables
Form 1040 clients join the platform as a first-class client type, citations were overhauled end to end, and the Copy button now produces client-ready formatting. Plus what's coming next month: a rebuilt upload experience, structures that create real entities, and Ask TaxFigure follow-ups.
The 2026 Startup Battlefield 200 Is Here — See Who Made the Cut
TechCrunch names TaxFigure to the 2026 Startup Battlefield 200, its annual list of the most promising early-stage startups, chosen from thousands of applications. TaxFigure is listed under Fintech.
Tools & Templates
Software Evaluation Template
The spreadsheet Liz Mason uses to evaluate firm software — scored features, pricing at scale, vendor health, and a “How to Use” tab. Free download.
Get the templateMore tools on the way
Checklists, calculators, and research playbooks are in the works.
See the platform behind the playbooks
TaxFigure gives tax professionals cited research, document intelligence, and entity-scoped workspaces. Bring a real question to a 30-minute demo.