neo.tax Overview

neo.tax is an innovative tax preparation software designed to simplify and automate the tax filing process for individuals and businesses. The platform leverages AI to provide tailored tax advice, deductions, and optimization strategies based on a user’s financial data. With its user-friendly interface, neo.tax guides users through the entire tax preparation journey, from document collection to filing, reducing errors and the complexity typically associated with tax returns. The software also provides real-time audit risk analysis and ensures compliance with the latest tax laws and regulations. Additionally, neo.tax offers tools for tax planning, helping businesses and individuals reduce their future tax liability by optimizing deductions and credits. Whether for personal taxes, business taxes, or tax planning, neo.tax ensures users can file their taxes confidently, quickly, and accurately.

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Contact Details

  • Vendor Name neo.tax
  • Founded
  • Location United States

Support

  • Email Email
  • Phone Phone
  • Chat Chat
  • FAQs/Forum FAQs/Forum

Training

  • In-person In-person
  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation
  • Videos Videos

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Advertising & Marketing, Computer Software, Design

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neo.tax Features

  • Arrow Icon Electronic Filing
  • Arrow Icon For Nonprofits
  • Arrow Icon Status Tracking
  • Arrow Icon Compliance Management
  • Arrow Icon Tax Planning
  • Arrow Icon Data Import/Export
  • Arrow Icon Corporate/Business
  • Arrow Icon Audit Trail
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Sales Tax Management
  • Arrow Icon Document Management
  • Arrow Icon Data Verification
  • Arrow Icon Exception Notification
  • Arrow Icon Tax Calculation
  • Arrow Icon Client Management
  • Arrow Icon Tax Calculation
  • Arrow Icon Tax Filing
  • Arrow Icon Tax Forms
  • Arrow Icon Accounting
  • Arrow Icon ACH Payment Processing
  • Arrow Icon Approval Process Control
  • Arrow Icon Audit Management
  • Arrow Icon Compliance Management
  • Arrow Icon Document Management
  • Arrow Icon Tax Management
  • Arrow Icon Client Portal
  • Arrow Icon Digital Signature
  • Arrow Icon For Tax Practices

neo.tax Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • One-Time Payment One-Time Payment

neo.tax FAQs

neo.tax is an innovative tax preparation software designed to simplify and automate the tax filing process for individuals and businesses. The platform leverages AI to provide tailored tax advice, deductions, and optimization strategies based on a user’s financial data. With its user-friendly interface, neo.tax guides users through the entire tax preparation journey, from document collection to filing, reducing errors and the complexity typically associated with tax returns. The software also provides real-time audit risk analysis and ensures compliance with the latest tax laws and regulations. Additionally, neo.tax offers tools for tax planning, helping businesses and individuals reduce their future tax liability by optimizing deductions and credits. Whether for personal taxes, business taxes, or tax planning, neo.tax ensures users can file their taxes confidently, quickly, and accurately.

  • No, neo.tax does not offer a free version.

  • Yes, neo.tax offers a free trial.

  • No, Credit Card details are not required for the neo.tax trial.

  • neo.tax supports the following payment frequencies:

    • One-Time Payment

  • No, neo.tax does not offer an API.

  • neo.tax offers support with the following options:
    • Email , Phone , Chat , FAQs/Forum

  • neo.tax offers training with the following options:
    • In-person , Live Online , Webinar , Documentation , Videos

  • neo.tax supports the following languages:
    • English

  • Following are the typical users of the neo.tax:
    • Self-Employed , Small-Business , Midsize-Business

  • neo.tax supports the following deployment:
    • Cloud Hosted

  • neo.tax supports the following devices and operating systems:
    • Web-Based