Best 39 Tax Assistant Tools in 2025

Insightsoftware delivers finance-focused software solutions designed for financial reporting, business intelligence (BI), budgeting, and enterprise performance management (EPM). With compatibility with more than 140 ERP and EPM systems, the platform enables users to streamline workflows, access up-to-the-minute data, and produce customizable reports in Excel and online. By simplifying financial operations and offering practical insights, Insightsoftware empowers finance professionals to make informed decisions.

Bookeeping.ai utilizes AI technology to streamline bookkeeping processes, offering automation for tasks like invoicing, expense management, and reporting. The platform features an intuitive chat interface with an AI assistant named Paula, making financial management more efficient for businesses, freelancers, and accountants. By automating mundane tasks, Bookeeping.ai helps users save time and cut costs. With the ability to sync transactions from multiple sources, users can easily handle tax filing and financial analysis without manual entry.

Jupid, an AI accountant, streamlines U.S. LLC setup, automates bookkeeping, and handles tax filing in one convenient platform. Ideal for solopreneurs, freelancers, and founders starting businesses in the U.S. without the hassle of paperwork or meetings.

Thomson Reuters is a multinational information and technology corporation that offers professionals extensive research, news, and technology services in various fields such as legal, tax, accounting, and other related sectors.

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Finjy is an AI-driven financial auditing platform that enables users to link their bank accounts for detailed analysis of credit and debit transactions. Through natural conversations with AI, users can access insights on their finances, including personal and small business finance, and manage expenses efficiently.

TaxBuzz Ai: A cutting-edge AI extension for tax & accounting pros, providing real-time assistance, insights, and document analysis.

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Harvey is a professional-class AI platform tailored for law firms and professional service providers, enabling them to streamline their workflows, perform rapid research, and enhance collaboration with industry-specific tools.

Quanta is an all-in-one accounting and tax solution for software businesses, providing automated bookkeeping and real-time financial insights through a dedicated in-house expert, eliminating delays with traditional accounting.

AI Invoicer is an intuitive invoicing platform that helps freelancers generate invoices, automate payment follow-ups, and track earnings in real time.

The first Teammate, Raya, fully automates Customer Support across Phone Calls, Emails, and Chat, ultra-realistically in over 50 languages, with oustanding performance in all Arabic dialects. Second Teammate, Rashed for Sales, takes over Inbound Qualification & Outbound Lead Generation through multi-channel capabilities. Teammates work with over 30 native integrations, logging in pulling data, processing requests, just like a human. Teammates.ai is defining the AI Workforce category and leading it globally with pre-built, off-the-shelf AI Teammates. Built on a proprietary, advanced multi-agent architecture, Teammates.ai delivers real outcomes—closing deals, resolving tickets, and scaling your operations without constant oversight.

Infiverse.ai is an all-in-one HR and payroll software platform designed to streamline human resource management for businesses. It offers a range of features such as recruitment management, attendance tracking, payroll processing, compliance management, and analytics. The system leverages AI to automate processes, enhance productivity, and ensure accurate tracking of employee data.

EliteInvoice is an AI-powered invoicing platform that simplifies invoice creation, enabling users to generate, customize, and send invoices quickly without the need for signup. It offers a free-forever plan and aims at reducing the complexity of invoicing for modern businesses.

Sourcetable is an AI-powered spreadsheet and data platform designed to streamline your workflow and improve productivity. It offers a comprehensive solution for tasks such as analyzing files, cleaning and enriching data, conducting research, creating visualizations, generating reports, and driving business intelligence. Combining the familiarity of traditional spreadsheets like Excel and Google Sheets, Sourcetable includes all standard formulas and functions while providing seamless data connections to over 100 databases and applications. With Sourcetable, you can centralize and analyze data from multiple sources in real-time, enabling more efficient decision-making and collaboration. The platform integrates advanced AI models to help automate workflows, uncover insights, and support data-driven strategies. Whether you’re building interactive dashboards, conducting detailed analyses, or preparing data for machine learning, Sourcetable is designed to make complex tasks easy.

Invoicemint is an AI-powered invoice creation and finance management software for businesses globally.

Inkwise is a platform that transforms uploaded files into expertly crafted documents using AI, enabling users to create comprehensive reports and articles effortlessly.

Rupease is a cash flow management platform that empowers small businesses with invoicing, inventory management, and AI insights.

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Kick is an accounting software that automates bookkeeping for entrepreneurs and accountants using AI technology by OpenAI.