Find quick answers to your questions.
Creating Your Account
How to sign up for AI Tax Accountant, choose a plan, and access your dashboard for the first time.
What Is AI Tax Accountant?
A plain-English overview of what AI Tax Accountant does, who it is for, and what you get out of it.
Choosing a Plan: First Report, Season Pass, or Subscription
How to decide between the First Report, a Season Pass, and a monthly or annual Subscription — with current pricing.
Setting Up Your Business Profile
How to complete the 8-step business profile after signup so your reports are tailored to your entity, fiscal setup, and operations.
Choosing Your Industry
How the industry you select shapes your chart of accounts, expense categories, and the items the platform flags — with a tour of the 44 industries available.
Securing Your Account: 2FA, Passwords, and Sessions
How to set up two-factor authentication, choose a strong password, and manage your active sessions in the portal.
How to Upload Your QuickBooks PDF
A step-by-step walkthrough for exporting a Profit & Loss report from QuickBooks and uploading it to AI Tax Accountant.
What Documents Can I Upload?
An overview of every document type AI Tax Accountant accepts — from QuickBooks P&Ls to bank statements, 1099s, and payroll records.
Uploading Bank Statements
How to download bank statements from Chase, Bank of America, Wells Fargo, and other major US banks — then upload them to AI Tax Accountant.
Uploading Credit Card Statements
How to upload business credit card statements and what AI Tax Accountant does with them — line-item analysis and deduction discovery.
Multiple Businesses — How to Organize Uploads
If you own more than one LLC or entity, learn when to create separate engagements vs one consolidated upload — and how to keep documents organized.
File Format and Size Limits
Accepted file formats, size limits per upload, handling multi-page PDFs, and what to do with password-protected files.
After Upload — What Happens Next
A walkthrough of the AI pipeline stages, typical processing times, and where to track your engagement's progress.
Troubleshooting Upload Errors
Common upload errors — file too large, password-protected, unsupported format, corrupted PDF — and how to fix each one.
Understanding Your Analysis Report
What each section of your AI Tax Accountant report means — GAAP statements, tax strategy, and IRC citations explained.
The Tax Alpha Executive Summary, Explained
What the Tax Alpha Executive Summary card at the top of your report shows — and how to read its four headline tiles.
Reading the Profit & Loss Section
A line-by-line walkthrough of the P&L section in your report — Revenue, COGS, Gross Profit, Operating Expenses, and Net Income.
Reading the Balance Sheet Section
What Assets, Liabilities, and Equity mean in the Balance Sheet section — and what their relationships tell you about your business.
What "Tax Alpha" Means and How Missed Deductions Are Surfaced
How AI Tax Accountant defines Tax Alpha, where the dollar estimates come from, and how potentially missed deductions are flagged.
Reviewing How Your Transactions Were Classified
How to audit the auto-classifier — what every classification means, where to find your transactions, and what to look for.
How to Reclassify a Transaction
Step-by-step: open the Reclassify modal, pick the correct GAAP account, optionally save a rule, and trigger a clean report regeneration.
Resolving Unclassified Checks
Why some check transactions need a human decision, where to find them, and how to classify them in bulk.
Billing & Plans
How subscriptions work, what each plan includes, annual billing savings, and how to manage your plan.
Plans and Pricing Overview
Subscriptions, Season Pass, and First Report — a single-page summary of every way to pay for AI Tax Accountant and which is right for you.
Subscription vs. Season Pass vs. First Report — Which to Choose
Three ways to pay, three different use cases. A decision guide for picking the right product based on how often you need reports.
Upgrading or Downgrading Your Subscription
How to change tiers, when the change takes effect, how proration works, and what to expect on your next invoice.
Cancellation Policy
How to cancel your subscription, the Advisory 3-month minimum, what happens after cancellation, and how your data is handled.
Invoices, Receipts, and Payment Methods
Where to find your invoices, how to change your payment method, which cards we accept, and how to set a billing email.
Is My Data Secure?
How AI Tax Accountant protects your financial documents — encryption, infrastructure, access controls, and what you can do to harden your own account.
Who Can See My Financial Data?
Exactly who at AI Tax Accountant has access to your uploads and reports, how access is logged, and how to share data with your own accountant.
How Accurate Is the AI?
How transaction classification works, where the AI flags uncertainty, and why human review is built into the workflow.
Share Reports with My Accountant
Three ways to deliver your AI Tax Accountant report to your CPA or tax professional — PDF download, Excel export, or direct portal access.
I Found a Mistake in My Report
What to do when a transaction is miscategorized or a number looks wrong — quick fix paths, when to contact support, and what to tell your accountant.
Account Management & Access
Add team members, grant your accountant access, manage roles, and transfer account ownership when someone leaves.
Email Notifications
What each notification does, how to mute the ones you don't need, and where to manage your preferences.
Contact & Support
How to reach AI Tax Accountant support — channels, response times, plan-based priority, and what to include in your message.