Accounting Firm Software with AI Tax Planning
CortexaOS for accounting firms. Client portal, tax scenario modeling, time tracking, document management, and staff workload — from $149/mo.
Replaces your accounting firm stack
Built for the modern accounting firm
From compliance to advisory — one platform covering the full client lifecycle.
Client Portal
Secure client portal for document collection, status updates, and messaging. Stop chasing clients for documents — they upload directly.
Tax Scenario Planner
Model multiple tax scenarios with variable assumptions. Show clients the impact of timing decisions, entity choices, and strategy changes side by side.
Time & Billing
Track billable hours by client, partner, and engagement. Generate invoices with one click and monitor realization rates across the firm.
Document Management
Organized document storage with client folders, version history, and e-signature integration. Never lose a client document again.
AI Insights
AI surfaces anomalies in client data, flags engagement risk, and highlights advisory opportunities. Turn compliance work into year-round advisory.
Staff Workload Dashboard
See capacity across every team member in real time. Balance workloads before deadlines hit and prevent burnout at peak season.
“Tax scenario modeling used to mean a spreadsheet and three hours of work. Now it's 15 minutes and clients actually understand the comparison. Close rate on advisory services went up 40%.”
CPA Firm Partner
CortexaOS Customer
CortexaOS vs TaxDome
Run a smarter accounting firm
Starter plan from $149/mo (annual). Tax scenario planner included.
3-year lock-in promo — lock in your rate before prices increase.
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