Your financial world.
Understood.
Reading your documents.
PromptTax does not silently sync documents, autonomously file, or invent financial facts. Agent activity stays inside explicit product boundaries, and every meaningful conclusion stays traceable to evidence.
It already
knows.
You do not have to tell Prompt.tax when a new document arrives. It watches your folders continuously, reading, classifying, and updating your financial memory the moment anything changes.
PromptTax quietly watches your financial world, remembers what matters, explains every recommendation with evidence, and prepares your taxes when needed.
Not just answers.
It acts.
Prompt.tax does not stop at insights. Ask it to generate every partner's Schedule K-1, produce a CPA-ready package, or draft your BOIR filing, then watch it execute line by line.
Tell Prompt.tax to generate Schedule K-1s for all 7 partners of ABC Holdings LLC. It reads the partnership return, allocates income, deductions, and credits per ownership percentage, and outputs a complete, IRS-ready K-1 for each partner.
Built to earn your trust.
Every recommendation is backed by your documents, explained clearly, and always stays under your control.
Your financial life, remembered
PromptTax organizes your documents, entities, tax years, and important events into one private Financial Vault so you never lose context from year to year.
You stay in control
PromptTax prepares, explains, and recommends. You decide what gets sent, filed, shared, or approved.
Every recommendation is explained
Click Why? to see the document, calculation, IRS guidance, and reasoning behind every suggestion.
Run PromptTax locally, with controlled intelligence.
The desktop experience is being rolled out carefully. Your vault stays local, agent activity stays bounded, and cloud sync remains optional.
No silent document export. No autonomous filing. No hidden background actions outside the product flow. The system can observe, explain, and prepare — but sensitive actions remain visible and controlled.
“I run a dozen entities. Tax season used to start with three weeks of sorting PDFs. Now my vault is organized before I finish my coffee.”
“It cross-referenced every K-1 and showed me exactly why my income moved year over year — with the source page for each number.”
“Local-first was non-negotiable for me. My financial data never leaves my machine, and the answers still cite their evidence.”
“The thing I trust most is that it tells me when it does not know. No invented deductions, no guessed totals.”