Faster prep
Our AI-powered tool, ROBO1040, handles the repetitive keying, so returns move quicker when documents arrive late. Mid-February to April 15 is no longer a bottleneck.
TaxReady | THE NEXT GENERATION OF TAX PREPARATION
AI-POWERED TAX PREPARATION WITH BUILT-IN HUMAN REVIEW
50%+ lower cost compared to traditional outsourcing.
- Automation speed
- Two human reviews
- SOC 2 environment
Thanks. Our team will be in touch with your final pricing.
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Preparation time saved
50%+
Lower cost (vs Outsourcing)
100%
Accurate
Automate moreReview smarterScale effortlessly
Everything busy season demands. Nothing it costs you
100% accuracy
AI reduces manual re-keying. Experienced tax professionals check every return.
Review-ready returns
Your reviewer gets a bookmarked PDF and a completed return, not a pile of documents.
Lower cost
50%+ lower preparation cost than Outsourcing. Talent, AI- powered preparation and management are all included.
From client documents to a return you can sign off.
In 5 steps
- 1ShareYour clients' tax documents.
- 2ExtractAI reads and organises the data.
- 3PopulateValidated data posts into your tax software.
- 4ReviewOur tax professionals check and complete the return.
- 5ReceiveA bookmarked PDF and a reviewed, client-ready return.
One point of contactDesigned around your technology environment Nothing changes in how you work with your clients
Four-eyed review. On every return
AI does repetitive work. People make the judgement calls. A tax preparer reviews each return, and another tax reviewer gives it a second review before it reaches you.
AI-powered preparation. Human verification. Every time.You receive a completed, ready-to-sign return.
Grow your practice. Not your payroll
Data entry
Offshore staff key in every W-2, 1099 and K-1
95% automated
Capacity
Tied to the FTEs you contract
Flexes with your volumes
Cost
FTE or hourly billing, plus software and add-ons
50%+ lower preparation cost (vs Outsourcing)
Season pressure
Returns need a thorough review from your team
100% accuracy assured. Returns arrive ready for sign-off
Fixed Price Every ReturnNo surprises
No separate software licence. No opaque FTE billing. Talent, AI-powered automation, management, quality checks and infrastructure are all included.
Get final pricingZero data breaches. In 20 years
Encryption, two-factor authentication and ISO-compliant controls protect every document that moves through TaxReady.
SOC 2
ISO 27001Information Security
ISO 27701Data Privacy
ISO 9001Quality Management
Backed by 20+ years of tax outsourcing for CPA firms
500+Firms served
25,000+Tax returns annually
97%Client CSAT
3,500+Accounting professionals
500+Tax domain experts
20+Years established
Questions, answered
What does TaxReady cover?
QX TaxReady provides AI powered tax preparation managed services for CPA firms, covering simple, complex, and business returns. Every return goes through two levels of human review before it reaches your team for sign-off.
Do I need to change my existing tax software to integrate anything?
Where compatible tax software is in place, our AI-powered tool, ROBO1040, leverages existing integration capabilities to enhance efficiency and turnaround times. Where compatibility is unavailable, QX TaxReady operates effectively without integration requirements, avoiding unnecessary technology changes or implementation effort.
What is the turnaround time for tax returns?
Our standard turnaround time is 24–48 hours for simple 1040s and 48–72 hours for complex 1040 and business returns.
What if my tax software, state or form isn't fully automated?
Returns run through available software integrations. Where automation doesn’t cover a software, state or form, our team handles the gap.
Who reviews my returns before they come back to me?
A tax preparer reviews each return, and another tax reviewer gives it a second review before it reaches you.
How is pricing structured?
One fixed price per return, with everything included. Submit the form and we’ll share your final pricing.
How do you protect my firm’s and clients’ data?
QX TaxReady operates within QX’s SOC 2-compliant environment, supported by 20+ years of tax outsourcing experience and zero data breaches. Your firm and client data are handled within established security and compliance controls throughout the delivery process.
What if my tax software isn’t compatible with ROBO1040?
That’s not a problem. Where compatible, we use ROBO1040 integration to improve efficiency. Where it isn’t, our team works within your existing tax software. Your client relationships and existing way of working stay unchanged, and every return is reviewed by two tax professionals before reaching you for sign-off.
Will my team retain control over the final return?
Yes. Your team retains final control. QX TaxReady prepares and reviews the return, then sends it back to your team for final review and sign-off.
Don’t hire for busy season. Be TaxReady
Tell us your volumes. We’ll send your final pricing.
Get final pricing