For 1 to 20-person US CPA firms

Stop sorting tax docs at 11pm.
Upload the pile, get an organized folder.

ClerkTax reads W-2s, 1099s, K-1s, 1098s, and brokerage statements the way you would — and drops them straight into your existing TaxDome, SmartVault, or Dropbox folder structure. No platform migration. No onboarding week. Flat monthly price.

14-day free trial · No credit card · Your data stays yours

ClerkTax doesn't replace TaxDome, SmartVault, or your tax prep software. It feeds them.

An AI file clerk that sits in front of the tools you already use — so you stop paying a preparer to rename PDFs.

Measured, not marketed

100% accuracy on a public 100-document benchmark

Tested against 44 distinct tax document types — W-2, every 1099 flavor, K-1s, 1098s, 1095s, brokerage consolidated statements, receipts, rental statements, crypto reports, and more. Mix of clean PDFs, rotated phone photos, and scanned image-only PDFs. We publish the raw CSV so CPAs can audit the claim line by line.

Run on July 17, 2026 · Anthropic Claude Haiku 4.5 · ~$0.004 average API cost per document · Full methodology in the public benchmark repo.

What it actually does

Four things. No bloat.

Classifies 60+ doc types

W-2, W-2G, every 1099 flavor, K-1s, 1098s, 1095s, 5498s, closing statements, brokerage consolidated — typed in under a second.

Matches docs to the right client

SSN last-four, name, and address fuzzy-matching against your client roster. No more manual drag-and-drop between 50 folders.

Tells you what's missing

Auto-generated checklists per client. Know at a glance that Smith is missing his 1099-INT from Chase and Jones still owes you a K-1.

Chases clients for you

Cadenced reminder emails that deep-link to each client's personal upload portal. Set once. Walk away.

How it works

1

Drop the pile

Drag a folder of messy client PDFs into the dashboard. Or let clients upload directly via their branded portal link.

2

AI reads + matches

Claude reads every page, identifies the form, extracts key fields, and drops it into the right client's folder — in seconds, not hours.

3

Review, export, go

Keyboard-driven review queue. Approve or override in seconds. Export straight to Drake, Lacerte, UltraTax, or ProSeries.

Your clients' data is protected

CPAs handle some of the most sensitive documents in existence. We built for that from day one.

AES-256 encryption at rest, TLS 1.3 in transit
SSNs stored as last-4 digits only — never the full number
Your data is never used to train AI models
Multi-tenant isolation — no firm can access another's data
7-year retention policy with on-request deletion
SOC 2 Type I audit in progress (targeted Q1 2027)

ClerkTax is designed to meet FTC Safeguards Rule and IRS Pub 4557 requirements for tax preparers handling client financial data.

Flat per-firm pricing

No per-seat math. No enterprise phone calls. 14-day free trial, no credit card.

Solo

$79/mo

$65/mo billed annually

  • Up to 50 clients, 2,000 pages/mo
  • 1 team seat
  • AI classification (60+ doc types)
  • Client-branded upload portal
  • Missing-doc checklists
  • Email support

Most popular

Firm

$179/mo

$149/mo billed annually

  • Up to 200 clients, 8,000 pages/mo
  • 5 team seats
  • Everything in Solo
  • Auto-chaser reminder cadences
  • Drake / Lacerte / UltraTax exports
  • Prior-year diff
  • Priority support

Growth

$349/mo

$289/mo billed annually

  • Up to 500 clients, 20,000 pages/mo
  • Unlimited team seats
  • Everything in Firm
  • White-label custom domain portal
  • QuickBooks + Xero sync
  • Unlimited seats
  • Dedicated Slack channel

Running a firm under 5 clients? Ask about the Founding 10 program →

Tax season is brutal. Your file clerk shouldn't be.

Try ClerkTax free for 14 days. No credit card. No sales call.