Tool profile
Taxfyle: cost, fit and limits
Taxfyle is a tax services platform made by Tickmark, Inc. that connects individuals and firms with licensed CPAs and EAs for filing, and sells Plan by Taxfyle, AI tax planning software that analyzes an uploaded 1040 and creates a white-labeled client report.
What to know first
Taxfyle has two distinct offers. Plan by Taxfyle is AI tax planning software for firms: upload a 1040, get a report branded as the firm's own, and an AI chat feature is mentioned on the site. The second is online tax help, where licensed CPAs and EAs handle personal and business filing, extensions and back taxes. The pages opened publish no prices for either offer.
Taxfyle at a glance
| Maker | Tickmark, Inc. (d/b/a Taxfyle), United States |
|---|---|
| Free plan | No |
| Entry price | Quote only |
| API access | No |
| Category | Best AI Tax Preparation Software in 2026, rank 7 of 10 |
| Website | taxfyle.com |
Who Taxfyle is best for
Advisory firms that sell tax planning
Plan by Taxfyle produces a white-labeled report from an uploaded 1040, so a firm can hand clients a planning document under its own brand.
People with back taxes or extensions
Licensed CPAs and EAs handle back taxes and extensions, which a self-serve filing product does not. Back taxes and extensions are listed with personal and business filing, so the service is not limited to a current-year return.
Firms that need a data processing agreement
Taxfyle publishes data processing and security terms for customers, which names the assurance evidence it supplies. The terms describe the evidence Taxfyle supplies to customers, which gives a firm something to put into vendor reviews.
Taxfyle plans and pricing
| Plan | Price | What it includes |
|---|---|---|
| Plan by Taxfyle | Not published | AI tax planning software that analyzes an uploaded 1040 and produces a white-labeled client report. |
| Online tax help | Not published | Licensed CPAs and EAs handle personal and business tax filing, extensions and back taxes. The page offers no itemized menu for these services, so cost depends on a conversation with the company. |
| Advisory calls | Not published | Calls are listed as a feature on the site; the pages opened give no terms or price. |
Checked November 2026.
What Taxfyle does
- Plan by Taxfyle
- AI tax planning software that analyzes a client's uploaded 1040. The output is a white-labeled client report that a firm can issue under its own name.
- AI chat
- An AI chat feature is named on the site, though the pages opened do not describe what it answers or which data it sees. It is mentioned as a feature on the site, and the pages opened do not list its limits or sources.
- CPA and EA filing
- Licensed CPAs and EAs prepare personal and business returns, so a person does not type the return into software. The firm or filer does not touch software screens.
- Advisory calls
- Advisory calls are listed as part of the service, which pairs planning output with a conversation. The calls pair the AI planning output with a human conversation, though the pages give no length or price.
- Separate firm and filer paths
- The site has sections for firms and for individual tax filers, with different offers behind each. Each path has its own page, so a firm evaluating the planning tool does not need the filing service.
How Taxfyle handles your data
The customer data processing and security terms say Taxfyle provides ISO 27001 and ISO 27017 certificates or a SOC 2 report, updated annually, as evidence for customer review. They refer to EU standard contractual clauses for data transfers. The privacy policy says certain information may be kept in backup for a limited period or as required by law. The pages opened do not state whether data trains AI models or where it is hosted, and the Trust Center returned an access error.
Where Taxfyle falls short in practice
- No published pricing. Neither Plan by Taxfyle nor online tax help shows a price, so budgeting requires contacting the company. Pricing questions would need an email or sales call, which slows a quick comparison against printed prices.
- Filing is not self-serve. Returns are prepared by licensed CPAs and EAs, so a filer who wants to enter their own figures into software should look elsewhere. A person who wants to type their own figures and see a refund estimate would find no such tool described.
- AI scope is narrow in the description. The pages describe planning from a 1040 and a chat feature, with no document import or return-preparation AI named. Planning from a 1040 is the one AI use case named, so return preparation by AI is not claimed anywhere.
- Trust Center unread. The Trust Center page returned an access error, so certifications are known only from the data processing terms. Customers who need current certificates should ask Taxfyle for them directly, since the trust page was unavailable.
Works with
Alternatives to Taxfyle
Taxfyle: common questions
What does Plan by Taxfyle do?
Plan by Taxfyle is AI tax planning software. A firm uploads a client's 1040, the software analyzes it, and the output is a white-labeled client report. The site also mentions an AI chat feature. The pages we opened give no accuracy claims and no price, so ask for a sample report.
Who prepares returns at Taxfyle?
Licensed CPAs and EAs handle personal and business tax filing, extensions and back taxes, according to the site. This is a service rather than do-it-yourself software. The pages opened do not state how a preparer is assigned or how long a return takes.
What certifications does Taxfyle name?
The data processing and security terms say Taxfyle provides ISO 27001 and ISO 27017 certificates or a SOC 2 report, updated annually, as evidence for customer review. The Trust Center could not be opened here, so ask for the current documents rather than rely on the terms alone.
Does Taxfyle publish prices?
Not on the pages we opened. Neither Plan by Taxfyle nor the online tax help service shows a price, and advisory calls are listed without terms. Request a quote in writing and ask whether planning reports are priced per client, per seat or per report.
Is Taxfyle's data stored in the EU?
The pages opened do not state a hosting region. The data processing terms refer to EU standard contractual clauses for transfers, which concerns the legal basis for moving data, not where it sits. A buyer with regional requirements should ask for the hosting location in writing.