Automatically turn tax returns into client-friendly videos. Plus: Year-round tax projections that take 90 seconds.
The only platform that combines AI-powered video explanations with accurate tax projections — all integrated with your existing workflow.
Upload any 1040, 1065, 1120, or 1120-S. Our AI creates a personalized 3–5 minute video that explains every line, deduction, and credit in plain English. Clients finally get it.
Create year-round tax projections in under 2 minutes. Help clients plan quarterly payments, maximize deductions, and avoid surprises. Generate professional PDF reports instantly.
Videos generated in 90 seconds. Projections in under 2 minutes. Stop spending hours on repetitive explanations and use that time to grow your practice.
Your clients access videos through a branded portal with your logo. Share via secure link, email, or text. Track who's watched and answer questions before they ask.
No training required. No complicated setup. Just upload, generate, and share.
Upload any completed tax return PDF. Our PII-safe parser reads the financial data — never personal identifiers.
Our AI analyzes the data and writes a plain-English explanation tailored to that client's specific situation.
Professional voiceover and visuals are added automatically. Your branded video is ready in under 2 minutes.
Send a secure link via email or text. Track who's watched and when — so you know who to follow up with.
We're selectively onboarding a small group of founding CPA and RIA partners to shape the platform. Early partners get locked-in pricing, direct access to the product team, and the chance to influence what gets built next.
Turn completed tax returns into personalized client video walkthroughs in 90 seconds. Reduce follow-up calls, increase client satisfaction, and differentiate your firm — without adding headcount.
Apply as CPA Partner →Run multi-year tax projections — Roth conversions, RMDs, tax-loss harvesting, and more — in under 2 minutes. Give clients a clear picture of their tax future and strengthen your advisory value year-round.
Apply as RIA Partner →⭐ Founding Partner Benefits
Locked-in founding pricing · Direct product input · Priority onboarding · Early access to all new features · SOC 2 compliance in progress
Request a demo and see TaxStory in action. We'll reach out within 1 business day.
Request a Demo✓ SOC 2 in progress · ✓ PII-safe by design
No surprises. No hidden fees. Start free for 14 days.
Perfect for solo practitioners and small firms getting started.
For growing firms with diverse client needs.
For large firms requiring unlimited usage and dedicated support.
| Feature | Starter | Professional | Enterprise |
|---|---|---|---|
| Tax Return Videos/Month | 10 | 50 | Unlimited |
| Tax Projections/Month | 25 | Unlimited | Unlimited |
| Supported Forms | 1040, 1040-SR | 1040, 1065, 1120, 1120-S | All Forms |
| White-Label Branding | — | ✓ | ✓ |
| Team Members | 1 | 5 | Unlimited |
| Tax Software Integration | Manual PDF upload | Drake, ProSeries, Lacerte | Custom Integrations |
| API Access | — | — | ✓ |
| Dedicated Account Manager | — | — | ✓ |
| 24/7 Priority Support | — | — | ✓ |
| SLA Guarantee | — | — | 99.9% Uptime |
Start your free 14-day trial today. No credit card required.
Start Free Trial NowFill out the form below and we'll reach out within 1 business day to schedule your personalized demo.
We'll reach out within 1 business day to schedule your personalized TaxStory demo. Check your inbox for a confirmation.
TaxStory was created by tax and technology professionals who believed client communication deserved the same rigor as the returns themselves.
CPAs spend thousands of hours preparing returns that clients receive, glance at, and immediately call to ask what it all means. The knowledge gap wasn't a client problem, it was a communication gap that no tool had solved.
The answer wasn't more emails or longer phone calls. It was AI-powered video that explained every line, deduction, and credit in plain English automatically, in 90 seconds, branded with your firm's identity.
That's TaxStory.
Tax professionals using TaxStory to save time and delight clients
PII-free parsing means personal identifiers are never extracted. Our architecture was built around privacy, not bolted on after.
90-second video generation isn't a marketing stat — it's the result of engineering decisions made to respect your time and your clients'.
Every feature was designed alongside working CPAs and RIAs. We don't ship features that don't fit real workflows.
SOC 2 compliance in progress. We hold ourselves to the security standards your enterprise clients require.
See why CPAs and RIAs trust TaxStory to communicate better with their clients.
Request a DemoWhether you have questions about the platform, pricing, or want to see a demo — we're here.
💡 Quick response
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