Supercharge Tax Preparation with AI

Deliver more this Tax Season with Ctrl+Filing

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Ctrl+Filing – Tax Tech With Actual Intelligence

Empowering you to handle tax season with greater speed, accuracy, and confidence - with our suite of AI Agents.

TaxPrep Bot

"AI that prepares in CCH Axcess & Lacerte"

Export directly to tax software like CCH Axcess & Lacerte, extract data with AI, validate inputs with smart checks, and get client-ready returns in minutes —cutting prep time by up to 80%.

Reconciliation Wizard

"Magically matches. No wand required."

Automatically generate formatted reconciliation sheets, spot key year-over-year changes, tie schedules to returns with precision, and request custom templates tailored to your firm's workflows—all in one place.

Tic Tie Slayer

"Destroying busywork, one tie at a time."

Easily navigate tax files with auto-generated bookmarks, verify all calculations instantly, generate compliant audit-ready workpapers, & link source documents to final returns with audit trails — all fully automated.

Roadmap

This roadmap outlines our goals and where we want to take Ctrl+Filing.

Workflow Dashboard

Central hub for tracking tasks and enabling all client-CPA interactions directly through the website.

TBA

Phone App for Clients and CPAs

Deliver real-time notifications and seamless access through a dedicated mobile app.

TBA

Smart Meeting Analyser

Record and screen calls via Teams/phone integration for enhanced compliance and client service.

TBA

Email Integration

Automatically extract and process emails between CPAs and clients to streamline communications.

TBA

Simplify your tax filing process

Our AI-powered platform automatically identifies and categorizes tax documents, extracts relevant information, and helps you maximize deductions.

Automatic Document Recognition

Our AI identifies W-2s, 1099s, and other tax forms automatically

Save Hours of Manual Work

Reduce tax preparation time by up to 80% with our automated system

Seamless curated integration

Export directly to tax software like CCH Axcess & Lacerte

Tax Savings Dashboard

Revenue Savings$4,250

Increased Client Revenue$1,800

Client Satisfaction Score92%

Potential Revenue Saved$6,050

Ready to transform your tax preparation?

Join thousands of tax professionals who are saving time and reducing errors with Ctrl+Filing.