Launching May 2027
AI-Native Human-Centered Tax Compliance
A operating system that automates the manual time-consuming work behind global tax compliance & consulting, giving tax preparers back their time, accuracy and quality of life while keeping them firmly in their trusted-advisor role.
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First 50 founding firms get free first-year access
Trusted by
The Problem
Tax compliance is breaking
Demand is rising. The professional supply is collapsing. The math no longer works.
The People
Tax professionals have left the field since 2020. 75% of the ones still practicing are nearing retirement. The pipeline of new CPAs is at a 17-year low. The profession isn't shrinking — it's collapsing.
−300K
The professionals are disappearing
−17% accountants since 2020
75% nearing retirement
Over 300,000 accountants have left the field since 2020. 75% of practicing CPAs are nearing retirement age. CPA exam candidates are at a 17-year low. In 2025, 12% of firms had to drop tax clients entirely, not because they didn't want the work, but because they couldn't staff it.
The burden falls on everyone
$464B annual compliance burden
7.1B hours lost
Hours that belong to advisors, to clients, to families. Hours spent on work that has nothing to do with expertise and everything to do with outdated infrastructure.
The Cost
The annual cost of U.S. tax compliance: $148 billion out of pocket and 7.1 billion hours of lost productivity. Every year. Paid by preparers, clients and families who deserve better.
$464B
The burden falls on everyone
$464B annual compliance burden
7.1B hours lost
Hours that belong to advisors, to clients, to families. Hours spent on work that has nothing to do with expertise and everything to do with outdated infrastructure.
The Cost
The annual cost of U.S. tax compliance: $148 billion out of pocket and 7.1 billion hours of lost productivity. Every year. Paid by preparers, clients and families who deserve better.
$464B
Why trust us
Built by people who have lived the work it automates.
Our founders, partners, board members, and advisors bring tax expertise from Big Four and Top 100 global accounting firms, paired with deep technology and applied-AI experience.
Together they cover the four pillars that real financial independence depends on — tax, accounting, banking, and technology — so the platform is never an engineering team guessing at compliance, or a tax team guessing at software. It is both disciplines in the same room.
The result is compliance and consulting strategy grounded in how global tax actually operates, delivered with the speed, accuracy, and real-time intelligence that modern technology makes possible.
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I Want to Work for TaxDava
Tax
Big Four and Top 100 accounting firm expertise across U.S. federal, multi-state, and global cross-border compliance.
Accounting
Real-time bookkeeping integration through Fiscal — so the data that drives compliance is always current and always clean.
Banking
Direct connectivity to banking infrastructure through Venti — closing the loop between financial activity and tax obligation.
Technology
Serious engineering and applied AI depth. A deterministic engine. A multi-agent orchestration layer. Built to be auditable by default.
How it works
There is nothing else like this. We checked.
Replaces the manual compliance, while keeping the human advisor in control at every step.
The AI handles the compliance
Agentic AI replaces manual data entry, classification and reconciliation from end to end. Research, classification, anomaly detection and advisory agents coordinate in the background. The professional directs the work. The technology does the grind.
Every calculation is deterministic
A proprietary tax engine sits behind every AI workflow, gated by a 500+ case evaluation harness. Calculations are generated from rule output. Every value is traceable from source document to filed return. Below accuracy threshold, the change doesn't ship.
You keep the relationship
Human in-the-loop by design. The tax professional reviews, overrides and signs every return. Every correction becomes labeled training data, the platform gets more accurate with every case handled. Built for regulators from day one. Your clients are still yours.