Bookkeeping
Daily reconciliations, categorized transactions, and clean monthly closes you can trust at audit time.
- Real-time ledger
- Bank & card sync
- Monthly financials
Now with AI Tax Assistant
Accounting Made Simple
From bookkeeping to tax returns, PrimeTax pairs senior CPAs with AI automation so your numbers stay accurate, compliant, and growing — without you lifting a finger.
SOC 2 & IRS-grade security
4.9· 2,300+ reviews
Forbes·TechCrunch·Bloomberg·Inc. 5000·The Wall Street Journal
Services
Every number, handled.
One team, one platform — covering the full finance stack so you can focus on building.
Tax Returns
Federal, state, and multi-jurisdiction filings prepared by licensed CPAs and reviewed by AI for missed deductions.
- Personal & business
- Quarterly estimates
- IRS audit support
Financial Consulting
Strategic CFO guidance on cash flow, forecasting, and growth — backed by sector benchmarks.
- 13-week cash forecast
- Fundraise readiness
- KPI dashboards
Payroll
Compliant payroll runs across all 50 states with automated tax filings and employee self-service.
- Unlimited runs
- W-2 / 1099 filing
- Benefits sync
AI-powered
The first accounting platform that thinks ahead.
Our AI works alongside your CPA, watching every transaction, surfacing risks, and saving you hours every week.
AI Tax Assistant
Ask any tax question in plain English. Get cited answers in seconds — trained on IRS code, state rules, and your books.
Automated Document Collection
Receipts, W-2s, 1099s, K-1s — auto-captured from email and storage, classified, and filed without a single email back-and-forth.
Smart Client Onboarding
A guided AI flow gets new clients set up in under 5 minutes, syncing bank accounts and prior returns automatically.
Loved by founders
2,300+ businesses trust PrimeTax
"PrimeTax saved us $42K in our first year. The AI assistant catches deductions our previous firm missed for years."
SC
Sarah Chen
CEO, Northwind Studio
"Onboarding took 4 minutes. Four. After three months I haven't sent a single receipt by email — it just happens."
MR
Marcus Reed
Founder, Lattice Robotics
"We run payroll across 12 states. PrimeTax handles every filing automatically. Our compliance headaches are gone."
PP
Priya Patel
CFO, Vella Hospitality
"I finally understand my numbers. The monthly review with my CPA is the most valuable hour of my month."
DO
Daniel O'Brien
Owner, O'Brien Construction
"Books closed in 6 days flat. Investors loved the data room. Worth every penny — and then some."
AT
Aiko Tanaka
Co-founder, Sundial AI
"Switched from a Big Four firm. Same quality, half the cost, and infinitely better software. No-brainer."
JW
Jamal Washington
Managing Partner, Westgate Legal
Pricing
Simple plans that scale with you
Flat monthly pricing. No surprises. Cancel anytime.
Starter
Sole proprietors and freelancers ready to get organized.
$199/mo
- Monthly bookkeeping
- Annual tax return
- AI tax assistant
- Email support
Most popular
Growth
Funded startups and growing SMBs that need a real finance team.
$549/mo
- Weekly bookkeeping
- Federal + state filings
- Payroll up to 25 employees
- Dedicated CPA
- Quarterly CFO review
Enterprise
Multi-entity operations, international filings, and audit support.
Custom
- Multi-entity consolidation
- Multi-state & global filings
- Fractional CFO
- Audit defense included
- Priority SLA
Accepted payments:VISAMastercardStripePayPalACH
FAQ
Questions, answered
Ready to put your finances on autopilot?
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