Say goodbye to year end stress.
Uplinq's AI tax platform helps you file with confidence - no more paperwork chaos, missed deductions, or last-minute scrambles. Just smart, accurate tax preparation that keeps you ahead of the game.
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A tax solution
that puts you in the driver's seat.
AI-native, bookkeeping integrated
Our AI analyzes returns for accuracy, reviews financials for accuracy and potential audit triggers, and ties financial statements directly with tax returns.
Proactive monitoring
Uplinq proactively monitors your business's tax compliance requirements and seamlessly takes actions on your behalf.
The *just right* amount of human
Your tax compliance should be automated, but expert review is completed on every return, ensuring nothing slips through the cracks.
The future of Tax compliance.
All in one simple platform.
And start getting a full picture of your
finances the minute setup is completed.
Seamless
data gathering
Our AI analyzes your past returns, financial details, and personal information to identify all required information before it's needed, ensuring you always have the right year-end plan.
Lightning-fast
return preparation
Our integrated system works to compile your return as information is received, and accesses financial data directly from your books.
Industry-leading
accuracy
Our AI reviews all tax forms for accuracy, and uses over 150 unique health checks to ensure your filings are always tied to your books and free from material errors.
Leaving money on the table?
We've got you covered.
Take your finances to the next level with expert-supported tax strategies that impact your bottom line.
Take a look at Tax Strategy
Get the level of
service you need
& Up
Suitable for solo entrepreneurs or small businesses with low transaction volume.
- Automated Bookkeeping
- Cash Basis
- Standard COA
- Uplinq Accounting System
- Year End Financial Docs
- Dedicated Bookkeeper
Schedule demo
& Up
For growing businesses with an increasing transaction volume. A good solution for business with more complex needs.
- Everything in the Starter Tier
- Cash or Accrual Basis
- Custom COA
- QBO Accounting System
- Free Tax Consultation
- Quarterly Financial Review
Schedule demo
& Up
For large businesses with a significant transaction volume. A great choice when you have specific accounting needs outside of core bookkeeping functionality.
- Everything in the Growth Tier
- Complex Accrual Support
- Job Costing Support
- AR/AP Support
- Property Costing Support
- Monthly Financial Close
Schedule demo
For organizations or individuals with multiple businesses, or more transactions and revenue than supported by Enterprise.
- Everything in the Scale Tier
- Custom Transaction Classification
- Manual Data Entry
- Multi-Location Support
- Multi-Entity Support
- Controller Services
Schedule demo
& Up
Suitable for small businesses with basic tax filing needs. No focus on tax reductions - just the basics.
- Federal & 1 State Filing
- 5 1099’s (priced @ $15 after)
- Deduction Monitoring
- COA Compliance Review
- Year End Financial Package
Schedule demo
& Up
This is our most popular offering as it includes fixed asset support and annual tax planning.
- Everything in Essential Tier
- Annual Tax Planning Meeting
- Fixed Asset Gain/Loss Support
- Depreciation Deduction Maximization
- 5 Year Return Backup
Schedule demo
& Up
For businesses focused on tax optimization strategies; this plan incorporates quarterly tax strategy meetings.
- Everything in Peace of Mind Tier
- Quarterly Strategy Meetings w/ Ongoing Support
- Deduction Monitoring
- Quarterly Estimated Tax Calculations
- IRS Notice Support*
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For individuals with one or multiple businesses, or who’d like the confidence of a professional managing their personal tax filing.
- Everything in Peace of Mind Tier
- Mulit-Entity support
- Personal Federal Fiing
- Personal State Filing
- Personal Tax Planning
Schedule demo
of Catch Up
Best for businesses that are behind on their filings and want clean books, but don’t need assistance with personal or business tax filings.
- Income Statement
- Balance Sheet
- Trial Balance
- Journal Entry Summary
- General Ledger
Schedule demo
of Filing
For business that need to catch up on their books, and would also like the convenience of their tax filing’s completed
- Everything in the Catch Up tier
- Federal & 1 State Filing
- Financial Diligence Review
- COA Compliance Review
- Free Tax Strategy Consultation
Schedule demo
The 21st Century Solution
