Tesseract Tax Cloud
The agentic tax platform for CPA firms and their clients — AI document extraction, live tax estimates, cited tax research, e-signatures, and accounting connectors, in one secure portal.
Live at platform.knottheory.ai · 30-day free trial for CPA firms
What It Does
- Upload or email tax documents — AI extracts every box from W-2s, 1099s, K-1s, and 20+ form types
- Live federal + state estimates with a step-by-step explanation of every number — no black box
- Tax research grounded in primary authority (IRC, regulations, rulings) with citations
- Client ↔ CPA workflow: review queues, verification, e-signatures, engagement tracking
- Connectors for QuickBooks Online, Xero, Gusto, and FreshBooks
- Sign in with Google, Apple, Microsoft, or GitHub — passkey support included
- End-to-end encryption with firm-controlled recovery; AI runs in zero-data-retention mode
Built for Firms of Every Size
From solo preparers to multi-seat practices — plus a self-service path for individual filers.
CPA Firms
Standard and Professional plans with per-seat engagement workflows, branding, activity logs, and a verified-CPA network. 30-day free trial.
Individuals
Upload your documents, watch your estimate build itself, then file yourself or hand off to a verified CPA — transparent flat pricing.
Private by Architecture
Per-tenant isolation, document encryption with firm-held recovery keys, and AI processing that retains nothing. Your clients' data stays yours.