AI tax startup Black Ore held Nasdaq discussions highlighting automation's role in streamlining tax preparation and planning workflows.
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YC-backed Nino launches AI-powered personal financial management combining human CFP/CPA advisors with an AI platform that integrates taxes, equity, investments, cash, and real estate into one unif...
Byron, a San Francisco tax platform, publicly launched with AI agents automating business tax workflows for CPAs and raised $6.5M seed led by Square Peg to address accounting staffing shortages.
Taxfyle rolled out Plan, an AI-powered tax strategy platform for RIAs that integrates planning, reporting, and filing through a network of 7,200+ CPAs and EAs in a single workflow.
Taxfyle debuts Plan, an AI-driven tax strategy platform designed to automate manual tax planning workflows for registered investment advisors, replacing time-intensive manual processes.
Byron, a new platform, deploys AI agents to automate manual business tax preparation workflows for CPAs, from client data processing to workpaper generation.