KnotTheory Dragonfly

The AI Tax Platform That Works Where Your Data Lives

KnotTheory.ai builds intelligent tax software — from the agentic cloud platform CPA firms run their practice on, to on-device tax apps that never upload your documents.

For CPA firms and their clients: platform.knottheory.ai

Our Tax Products

One family of tax intelligence — cloud for firms, on-device for individuals and businesses.

Why KnotTheory for Tax?

Tax documents are the most sensitive files you own. We treat them that way.

Privacy by Architecture

On-device apps never upload your documents. Cloud AI processing runs with zero data retention — never stored, never used for training. Your financials stay yours.

Agentic Extraction

W-2s, 1099s, K-1s, brokerage statements — our AI reads the form the way a preparer does: spatially, field by field, with the tax code in mind.

Built for the Full Return

From document collection to live estimates with cited research to e-signatures — and direct IRS e-file integration on our roadmap.

Get in Touch

CPA firm interested in the platform, or questions about our apps — we'd love to hear from you.

tess@knottheory.ai