Agents on the busywork. People on the clients.
PraxDex is for tax and accounting firms. Its agents chase missing documents, sort what arrives and draft the next step, then hand it to your team to review. Your people spend the hours they get back with clients.
Poll closes Friday, Nov 6 at noon MT
One night at a sample firm in PraxDex, with made-up clients. At 9:04 PM Nora Pennywhistle uploads a W-2. It is matched to her file and compared with last year: new employer, wages up 12%. At 10:15 PM a follow-up asking another client for a missing 1099-B is drafted. At 1:30 AM a draft 1040 is prepared, with three items it wasn't sure about. In the morning a summary reads: while you were out, 38 documents sorted, 12 follow-ups drafted, 4 returns prepared, 3 need you. One review card waits for a person to approve or adjust.
A note from Colby
I help run AI and marketing at a working tax firm. Every tax season I've watched our team get buried in busywork, and it comes out of the time they have for clients. PraxDex started inside that firm as a way to hand that busywork to software and give people their time back. I'd rather show you than describe it. Pick a time below, and tell me what would make it useful for your firm.
Colby Taylor, PraxDex
8:10 AM, the next morning What your preparer sees
They open Nora's draft 1040. Her new W-2 is already in her file, next to last year's, with a note that her wages went up 12% at a new employer. They check there isn't a second W-2, approve the draft and get ready for their first client call.
On the demo you'll watch it happen live.
Your clients' data stays yours. Our AI doesn't keep it or learn from it.
PraxDex replaces the system your firm runs on today, with the agents built in.
Pick a time for the demo
It's a live session, about 45 minutes. Tick every time that works for you, and we'll go with the one that suits the most people.
Poll closesFriday, Nov 6 at noon MT
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