Tax Documents onAutopilot
Automate client document collection with AI-powered verification. Secure links, instant validation, zero friction.
Documents Verified in Seconds
Our AI instantly classifies documents, extracts data, and validates completeness. No manual review needed.
Upload
Drag & drop any document
AI Scan
Instant classification
Verified
Ready for filing
AI Analysis Results
Document Type
W-2 Form
Tax Year
2024
Employer
Acme Corp
Gross Income
$85,420
Verification Confidence
Frictionless Document Collection
Send secure links that clients can access instantly. No accounts, no passwords, no friction.
Generate Secure Link
Create a unique, tokenized link for each client
Send to Client
Share via email or SMS with one click
Mobile-First Upload
Clients upload from any device, no login required
Instant Verification
AI validates documents in real-time
Enterprise-Grade Security
256-bit Encryption
Bank-grade security
Access Control
View-only permissions
Auto-Expiry
Links expire after use
Everything Your Firm Needs
Purpose-built tools for professional tax practices. From solo practitioners to multi-partner firms.
Multi-User Collaboration
Assign clients to team members with role-based permissions. Track who's working on what.
White Label
Your logo, your colors. Client portals match your brand perfectly.
RTL/LTR Support
Full Hebrew and English support with seamless direction switching.
Unified Dashboard
See all clients, documents, and tasks in one place. Filter by status, year, or assignee.
Progress Tracking
Real-time visibility into document completion status.
Smart Notifications
Get alerted when clients upload or AI flags issues.
Document Organization
Auto-categorize documents by type, year, and client.
Time Savings
Reduce document processing time by up to 80%.
10x
Faster Processing
80%
Time Saved
90+
Document Types
99.9%
Uptime
5x More Returns Per Professional
Mustax automates 80% of manual document work, letting you focus on what matters.
“Mustax handles 80% of my manual work automatically. I went from 50 returns a season to over 250 without hiring anyone.”
Sarah K.
CPA, Solo Practitioner
“The AI catches missing documents before I even start. My team now processes 5x more returns per person.”
Michael L.
Tax Director, Regional Firm
“Finally, a system that works perfectly in Hebrew! The RTL support is flawless and clients find it so easy to use.”
David M.
Founder, Boutique Tax Practice
Simple Per-Return Pricing
Pay only for what you use. Volume discounts available.
Pay As You Go
Perfect for getting started
per return
- ✓Full AI document processing
- ✓Secure client portal
- ✓Email support
- ✓No minimum commitment
Growth Pack
100+ returns package
per return
- ✓Everything in Pay As You Go
- ✓Priority support
- ✓White-label portal
- ✓Team collaboration
Enterprise
500+ returns package
per return
- ✓Everything in Growth Pack
- ✓Dedicated account manager
- ✓Custom integrations
- ✓SLA guarantee
Ready to Transform Your Practice?
Automate 80% of manual document work and process 5x more returns per professional.