Welcome to TaxFigure
Guides, answers, and reference docs for the TaxFigure tax-intelligence platform.
TaxFigure is an AI-powered tax intelligence platform for CPAs and tax professionals. This help center walks you through every feature in the app, from your first sign-in to running multi-entity workflows.
Start here
Getting started
Sign in, set up MFA, and complete your firm onboarding.
AI Chat
Ask questions, run research, and pull answers from your entity context.
Entities
Add clients, organize their tax years, and collaborate with your team.
Documents
Upload returns, statements, and source documents.
Workspace
Insights & Deduction Hunter
Auto-generated insights and AI-surfaced deductions for each entity.
Calendar
Track filing deadlines and engagement milestones.
Notes
Keep persistent notes alongside your work.
Account
Account & security
Manage your profile, password, sessions, and MFA.
Team & firm admin
Invite teammates, set roles, and configure firm-wide settings.
Need more help?
Reach the TaxFigure team at hello@taxfigure.com or use the in-app feedback button (bottom-right of every page) to send suggestions and bug reports directly to us.