Everything from the client, in one place.
Client information and documents come together in the organizer, not across inboxes.
Assure Tax · AI-powered tax workflow
A smarter tax workflow, from intake to filing.
Assure Tax connects intake, documents, preparation, and review in one AI-powered workspace.
AI that organizes the work Professionals review every return
Live preview with sample data. Create an organizer, export returns, explore. Swipe sideways to see more.
AI does the sorting. Professionals do the judging.
80%Less manual data entry
60%Fewer client follow-ups
3×Faster tax preparation
1Connected tax workflow
The problem
Tax season shouldn’t mean chasing documents and spreadsheets.
Stop chasing clients, sorting files, and re-keying data. Connect the workflow and keep returns moving.
- Chasing clients
- Missing items
- Re-keying data
Before6 hand-offs · repeated follow-ups
With Assure TaxOne connected flow
Product
Everything your tax team needs in one workflow.
Collect /Priya & Dev Raman · 2025 Form 1040Search organizersOO
2025 Form 1040 · Married filing jointlyPreparation2 flagsDue Apr 15 · Extension not filed
OrganizerSubmitted
Personal detailsDone
Dependents · 2Done
Home office questionsDone
Documents9 / 14
W-2 · Harbor Supply Co.In
1099-INT · First BankIn
1098 · Mortgage interestIn
1099-B · BrokerageMissing
AI document intelligenceW-2_Harbor.pdf
Classified asForm W-2
Wages (box 1)$96,450.00
Fed. withheld (box 2)$14,210.00
ConfidenceHigh
Tax preparationForm 1040 · linked to source
| Line | Description | Amount | Source |
|---|---|---|---|
| 1a | Wages | $96,450 | W-2 |
| 2b | Taxable interest | $1,284 | 1099-INT |
| 7 | Capital gain or loss | - | Missing 1099-B |
AI review2 flags
1099-B not receivedAsk
Dependent age checkReview
Wages match prior year ±8%OK
Engagement tracking
Organizer submittedClient · Sep 22
9 documents classifiedDocument Agent · Sep 23
Preparation startedMaya R. · Sep 28
How it works
From client intake to filing, keep every tax engagement moving.
- 1
Collect
Organizer sentAI-
Client & teamClient uploads documents through the organizer.
- 2
Classify
12 receivedAISorts W-2s, 1099s and K-1s as they arrive.
PreparerChecks anything it isn’t sure about.
- 3
Prepare
In progressAIExtracts figures into the workpapers.
PreparerPrepares the return.
- 4
Review
2 flagsAIFlags missing items and mismatches.
ReviewerSigns off on the return.
- 5
Collaborate
1 questionAI-
Client & teamClears client questions and approvals.
- 6
File
Coming soonAI-
Delivery and filing are Coming soon for every form.
AI activityPeople, where judgment is neededStatus shown with sample data
Why Assure Tax
Less chasing. More preparing. More time for advisory.
Let AI organize the repetitive work.
Documents are classified and figures extracted, with anything missing called out.
Focus people on what needs judgment.
AI prepares and flags. Your professionals review, decide and sign off.
Features
Explore what Assure Tax can do.
Client intake
Collect client information through one guided organizer.
Document classification
Sort W-2s, 1099s, K-1s and more as they arrive.
Data extraction
Pull relevant figures out of source documents.
Tax workflow
Manage preparation activities across every return.
AI review
Surface the items that need a professional’s attention.
Client collaboration
Manage requests, questions and follow-ups with clients.
Engagement tracking
Monitor every return’s stage, owner and due date.
Tax software export
Send ready returns to CCH Axcess through the connector.
Pricing
Scale your tax practice without scaling the busywork.
Firm
For smaller tax practices
[Price]/ user / month
- Users
- [Seats]
- Tax workflows
- [Limit]
- AI capabilities
- Document classification
- Client collaboration
- Organizers & requests
- Support
- Standard
- Integrations
- Core
Team
For growing tax teams
[Price]/ user / month
- Users
- [Seats]
- Tax workflows
- [Limit]
- AI capabilities
- Full AI + agents
- Client collaboration
- Portal & e-sign
- Support
- Priority
- Integrations
- Extended
Enterprise
For multi-office firms
Custom
- Users
- Firm-wide
- Tax workflows
- Custom
- AI capabilities
- Custom agents & controls
- Client collaboration
- Custom
- Support
- Dedicated
- Integrations
- Custom
AssureOne AI
AI agents for the tax workflow.
Intake AgentOrganizes incoming client information.
Document AgentClassifies and organizes tax documents.
Review AgentSurfaces items that need professional attention.
Workflow AgentKeeps tax engagements moving.
AssureOne AI Preview
Intake Agent12 documents received · 8 classified4 to review
Document Agent1099-B, K-1 and 1098-T not received3 missing
Review AgentWages variance · dependent age check2 need attention
Workflow AgentClient reminder drafted for approvalAwaiting you
Illustrative UI · sample data
Agents organize and flag. Professionals review and decide.
Integrations
Connect the tools your tax team already uses.
Your team keeps the tools it already works in. Assure Tax connects to them, so documents and returns land where the work happens.
CCHCCH Axcess
QuickBooks Online
Assure Books
DocuSign
QuickBooks OnlineAssure BooksDocuSign
Dext
Gmail
Outlook
Stripe
Microsoft Teams
Zoom
SlackTax
CCH Axcess
Accounting
QuickBooks Online, Assure Books
Documents
DocuSign, Dext
Client communication
Gmail, Outlook
Payments
Stripe
Productivity
Teams, Zoom, Slack
Security
Built for sensitive client and financial data.
Tax documents are protected, access is controlled and every change is on record.
Data protection
Protected by default
Returns, IDs and financial documents are encrypted and kept private.
Access controls
Right people, right access
Access is set by role, client and responsibility.
Auditability
Every change on record
Who touched a return, and when, is always visible.
Human oversight
Professionals make the call
AI prepares and flags. Professionals review and file.
Compare
Compare the capabilities that matter to modern tax teams.
| Feature |  |  |  |  |  |  |  |  |
|---|---|---|---|---|---|---|---|---|
| Dashboard & Reporting | × | × | × | × | × | × | ||
| Tax Intake & Organizer | ||||||||
| AI-Powered Tax Intake | − Partial | |||||||
| Tax Preparation | ||||||||
| Review Features | ||||||||
| Tax Advisory & Planning | − Partial | |||||||
| Tax Research | × | × | × | × | − Partial | × | ||
| Integrations | − Partial | − Partial | ||||||
| Tax Filing & Compliance | Coming Soon | − Partial | − Partial |
Disclaimer: This comparison is based on publicly available online information and is intended for general reference only. Please verify features and conduct your own due diligence before making a decision.
Customers
Built to make tax work easier for teams and clients.
Mid-Sized CPA Firm
60%Less manual follow-up
2×Faster document collection
We used to spend too much time chasing clients for missing documents. Assure Tax keeps requests organized and helps us move each return forward without the constant back-and-forth.
Tax Manager
Growing Accounting Firm
40%Less data re-entry
3×Faster return preparation
The biggest difference is having intake, documents, preparation, and review connected in one workflow. Our team spends less time moving data around and more time reviewing returns.
Managing Partner
The AssureOne platform
Tax is better when the firm is connected.
You’re exploring Assure Tax
FAQ
Questions about Assure Tax
Want to see it with your own workflow?
Book a demo and we'll walk through how Assure Tax fits the way your firm works.
Schedule a DemoAssure Tax is AssureOne's tax workflow product. It takes a return from client intake through preparation, with organizers, document checklists, digital binders and AI that reads figures from tax documents.
Assure Tax is $59 per user per month, and every feature is included. AI is charged at cost through credits.
Form 1040 has the full workflow today. For Forms 1120, Form 1120-S, Form 1065 and Form 1041, the client list, document checklist, reminders, organizer tracking and K-1 extraction are live, and the rest is coming soon. Delivery and filing are coming soon for every form.
Yes, for Form 1040 returns: send prepared data to CCH Axcess and import last year's returns. Business returns are coming soon.
Returns and client documents are encrypted in transit and at rest, and you control which client data each preparer can see. The Trust Center has the details.
Schedule a demo and tell us about your firm. We'll follow up by email to set up your walkthrough.
See how Assure Tax can simplify the tax workflow.
Explore how AI can organize information, cut repetitive work and keep every tax engagement moving from intake to filing.
Schedule a Demo
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