Transform Your CPA Practice with AI-Powered Automation

From document intake to final delivery, CtrlFiling automates your entire workflow with intelligent AI processing, expert review tools, and seamless client collaboration.

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80% Time Saved

99% Accuracy

20+ AI Features

24/7 Processing

Complete Workflow Automation

Watch how CtrlFiling transforms your process

Smart Intake

Automated document collection through secure portals

AI Processing

Advanced AI extracts and categorizes data with 99% accuracy

Expert Review

Organized presentation for professional review and approval

Complete

Finalized, delivered, filed, and automatically archived

Meet Your AI Tax Preparation Squad

See what our AI creates - these are real AI-generated outputs from actual tax work

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 on a per-client basis using previous year reconciliation data or custom templates. AI creates client-specific workflows tailored to each engagement, spots key year-over-year changes, and ties schedules to returns with precision.

Tic Tie Slayer

"Destroying busywork, one tie at a time."

Easily navigate tax files with auto-generated bookmarks, verify all calculations instantly, and streamline your review process with intelligent organization—all fully automated.

The AI Revolution in CPA Firms

How generative AI is transforming accounting practices forever

From Manual to Automated

AI eliminates 60-80% of repetitive data entry, document processing, and routine calculations. Your team focuses on analysis, strategy, and client relationships instead of mundane tasks.

From Reactive to Proactive

AI identifies patterns, flags anomalies, and suggests optimizations before issues arise. Turn your firm into a strategic advisor that prevents problems rather than just solving them.

From Seasonal to Year-Round

AI-powered workflows enable consistent revenue streams beyond tax season. Offer ongoing advisory services, automated bookkeeping, and real-time financial insights to clients.

From Commodity to Premium

AI handles the routine work, allowing your firm to deliver higher-value services. Charge premium rates for strategic insights, complex analysis, and personalized advisory services.

From Limited to Scalable

Process 3x more clients without hiring 3x more staff. AI scales your capacity while maintaining quality, enabling rapid growth without proportional overhead increases.

From Error-Prone to Accurate

AI reduces human errors by 95%+ through automated validation, cross-referencing, and compliance checking. Deliver consistently accurate work while reducing liability risks.

Don't Get Left Behind

Firms that embrace AI today will dominate tomorrow's market. Those that don't will struggle to compete on speed, accuracy, and value.

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Your Complete CPA Command Center

Nine powerful tools that transform chaos into organized, profitable operations. Because running a CPA firm shouldn't feel like herding cats 🐱

Smart Document Processing

Automatic recognition and categorization of tax documents, with AI-powered data extraction and validation for faster processing.

Workflow Templates

Pre-built templates for tax returns, audits, and compliance tasks. Customize and automate your firm's standard processes.

Client Portal

Branded client portals with secure document sharing, real-time progress tracking, and automated status notifications.

Team Collaboration

Multi-user workflows with role-based permissions, task assignments, and real-time communication tools.

Time Tracking & Billing

Built-in time tracking with billing integration. Accurate project costing and automated client invoicing.

Performance Analytics

Real-time dashboards showing client data, tax calculations, and firm KPIs for data-driven decisions.

Bank-Grade Security

SOC 2 compliant with end-to-end encryption and comprehensive audit trails for regulatory compliance.

Smart Scheduling

Intelligent calendar management with deadline tracking, recurring tasks, and automated reminders for critical dates.

Tax Software Integration

Direct export to CCH Axcess and Lacerte with AI-prepared data, eliminating manual data entry and reducing errors.

From Overwhelmed to Organized in 4 Steps

Streamline your practice with our systematic approach to tax preparation ✨

Personal Setup & Configuration

Our team provides personalized setup tailored to your firm's unique processes and workflows. No generic configurations—everything is customized for you.

Seamless Client Onboarding

Effortless client integration with intuitive portals for document uploads. Our AI automatically categorizes and validates all submissions with zero friction.

AI Processing &
Analysis

Advanced AI extracts data, generates reconciliation sheets, and prepares comprehensive workpapers with 99% accuracy—all automatically.

Professional Review & Delivery

Review perfectly organized, validated data and make final adjustments. Complete returns faster than ever with AI-prepared foundations.