AI tax prep starts with intelligent intake

Modernize intake with AI for review-ready business and personal tax returns — freeing your team, ending outsourcing, without changing your systems.

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The Problem

Need to scale your operations for this tax season?

You're not the only one.

Finding Staff

How do I hire outsourced tax help for this season?
Finding CPAs
in my area?
How much should I pay a tax manager?
How much should I pay my Tax Manager?
How many returns should my staff do in a day?
Is the quality of work good when offshoring?
What are cost-effective benefits to offer?
How to manage staff costs during peak season?
Can I reduce overtime expenses effectively?
What is the best way to cut recruitment costs?
How to retain staff without significant pay raises?
How many tax preparers do I need?
Is it cheaper to hire freelancers or full-time staff?
How can I minimize training expenses for new hires?
Can technology reduce the need for additional hires?
Is it safe to send data offshore?
Are there tax credits for hiring new staff?
How to handle salary negotiations to save money?
Is offshoring tax work cost-effective?
Should I outsource to India this year or next?
What are the cheapest ways to improve staff skills?
How to balance quality and cost in staff hiring?
What incentives can be offered instead of raises?
How do I find staff in my local area that are good?
Are internships a viable way to save on labor?
What is the optimal staff-to-client ratio?
How to use part-time employees effectively?
Is outsourcing to India safe for client data?
How to handle staff shortages cost-effectively?
What are the most cost-efficient staffing strategies?

Tech Costs

Am I getting a good price for my tax software?
How to hire outsourced tax help?"
Leave UltraTax for ProConnect or Lacerte?
Am I paying too much for my tax software?
Is $71 a good
price per filing?
How much will I save if I buy filings in bundles?
How to negotiate with CCH on price?
Can switching software reduce my overall costs?
What is the cheapest tax software with necessary features?
Are there discounts for multi-year software licenses?
How to maximize ROI from tax software?
What are the hidden costs in tax software contracts?
What are the most affordable software options?
How to save on software during off-peak seasons?
Can open-source software be a viable option?
How to avoid costly tax software upgrade cycles?
Is it cheaper to buy software in bulk?
How to leverage software partnerships for discounts?
What is the most cost-effective software for small firms?
How to avoid extra fees with tax software providers?
How to cut down on software subscription costs?
Can integrating multiple software save money?
How to get the best deal on software renewals?
How to reduce costs of tax software?
Is cloud-based software more cost-effective?
How to cut costs on software training?
Can free software meet my firm's needs?
Are there cost-saving alternatives to major software brands?
How to evaluate the total cost of ownership for software?
What are the best negotiation strategies for software pricing?
The Solution

Remove the bottleneck with custom A.I. assistants built for your firm

Ramp up your tax capacity, without growing headcount

Secure Statement & Image Fetch

Put your clients in the drivers seat, and provide a trustworthy authentication portal that removes the friction of document collection

Auto Document Storage

Collect historic client documents from as far as 10 years ago, in one place, and keep access forever.

Automatically added to QuickBooks & more

Import all your client's financial documents & export them into data you can use for QuickBooks, Xero, Netsuite.

AI Powered Intake

Connect your tax software to generate a personalized intake for each client

Simply connect your tax software in two clicks. We'll find out what information is missing & can send each of your clients a questionnaire, or show you what to request.

Workpaper Organization

Receive an intelligent workpaper that AI can extract into any software

Our organized workpaper is set up for ease of use, to find the information and answers when you need it which keeps track of all responses from your clients.

AI Tax Preparation (Pro Feature)

Optionally tell AI to prepare review-ready returns in your desktop or cloud software

Connected into any of the leading desktop or cloud softwares, our AI knowledge of tax preparation has been trained on years of logic using human reinforced learning. It is not just a copy and paste bot.

Doc Storage Integration

Get all new documents centralized back into your existing folders

Just as your team knows which documents belong to which clients, our AI ensures all documents are uploaded back to their proper places, ready for the next season.

The Savings

Prepare for your best margins ever! 

Instantly improved margins, whilst getting your team back to more high value tasks.

Savings Overview
Outsourced Tax Preperation
1040 Preparation by Numi
1065 Preparation by Numi
1120 Preparation by Numi
Jane Doe
Michael Benson
Shawna Williams
Traditional Tax Filing
E-filing with Numiro via CCH Access
E-filing with Numiro via ATX
E-filing with Numiro via Drake
$
1
5
0
PER REturn
$
0
1
0
0
Calculated savings

Day 1

Instant savings

Start saving money from day one with Numi, reducing costs without compromising quality.

$100

Saving per return

Ensure you save at least $100 on every return. No need for additional staff.

90%

Time saved

Numi automates data entry, saving you 90% of the time. Focus on what matters most.

Built by a small team of tax pros

Loved by hundreds of tax pros

“A game-changer for my accounting practice! Numiro has significantly reduced the time I spend on administrative tasks. Great value"

Christian Farven
CPA, Alias Partners

"Numiro made tax season a breeze! Their service saved me countless hours, letting me focus on tax planning. Highly recommend!"

Mena Johnson
CPA, Cloud9 Accounting

"Thanks Numiro, tax season was less stress! A must-have for any accountant! I have already told a bunch of folk about it"

Maria Shantell
Partner, Shell Taxes Inc.

Eliminate outsourcing and 7216 consent

With Numiro you're in control, you don't need to ask clients for 7216 consent, all data is processed in the U.S.

We have commenced SOC 2 compliance. We use the Advanced Encryption Standard (AES 256) to encrypt data at rest and 256-bit SSL encryption to encrypt data in transit.

Learn More
Read more

Pricing for 1040, 1065, 1120 and 1120S

Have a quick comparison of what we offer vs the traditional system.

Free AI
$0

AI Powered Intake + Workpaper Organization 

  • 25 returns per month for free
  • Up to 1 member per workspace
  • AI Powered Intake
  • Workpaper Organization
  • Help center support
Try for free
Basic AI
$5 /return

AI Powered Intake + Workpaper Organization 

  • Unlimited returns per month
  • Minimum purchase of 100 returns
  • Up to 10 members per workspace
  • AI Powered Intake
  • Workpaper Organization
  • Help center support
Try for free
MOST EFFICIENT
Pro AI
Custom

Intake and Workpaper + AI Tax Preparation

  • Tax Preparation at half the cost w/ AI
  • Dedicated Account Manager
  • Minimum purchase of 250 returns
  • Unlimited members per workspace
  • AI Powered Intake
  • Workpaper Organization
  • Max. 1 hour help center response
Book an intro
Outsource prepIn-house prep
Cost per return
$59
(50% less!)
$120+
(average cost)
$200+
(100% more)
Accuracy of Returns
Same Day Return
7216 Compliant
Outsource PrepIn-house Prep
Cost per return
$49$100+$200+
Accuracy of Returns
Turnaround Speed
Security & Compliance

Frequently Asked Questions

We presume you might be wondering about these as well.

Is my data secure with Numiro?
Can this integrate with my existing accounting software?
What types of reports can this generate?
How easy is it to set up and start?