Tesseract Tax Cloud
The agentic tax platform for CPA firms, their clients, and individual filers — AI document extraction, live tax estimates, cited tax research, e-signatures, and accounting connectors, in one secure portal.
Live at platform.knottheory.ai · Authorized IRS e-file Provider · 30-day free trial
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
The firm workflow
From shoebox to acknowledgment.
One surface for intake, extraction, review, signature and filing — a four-dimensional view of a return, from the first document to the IRS accepting it.
Collect
Clients upload through the portal or email documents straight into the engagement. W-2s, 1099s, K-1s, brokerage statements and 20+ other form types.
Extract + review
The AI identifies each form, maps every box, flags what disagrees, and builds a federal and state estimate you can read line by line.
Approve
Your team resolves the exceptions, applies overrides, and captures the client's e-signature on Form 8879 — with the paid-preparer block filled in.
E-file
The approved return is transmitted to the IRS for Forms 1040, 1065, 1120 and 1120-S. Acknowledgments return to the engagement.
The privacy boundary
Your tenant by default.
Vendors by exception.
Tax software should make the boundary obvious. This is what stays inside your tenant — and the two moments something deliberately crosses it.
Inside your tenant
- 01Client documentsEncrypted, recovery keys held by your firm
- 02Review + workpapersPer-tenant isolation
- 03Estimates + researchEvery number traced to its source
- 04CPA approvalYour firm signs off
Crossed on purpose
AI extraction
Documents are read by Anthropic Claude models on Amazon Bedrock, configured for zero data retention — not stored, not logged, never training data.
Zero retentionIRS e-file
Once your firm approves the return, the filing package is transmitted to the IRS. Acknowledgments come back to the engagement.
Approved returns onlyPrefer no upload at all? Tesseract-Tax and Tesseract-CorpTax run the same extraction entirely on your own Mac or iPhone, where documents never leave the device.
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.
Questions
Clear answers before client data enters the room.
The things firms ask on the first call, answered before you have to make it.
Where do our clients' documents actually live?
In an isolated tenant belonging to your firm. Documents are encrypted at rest, and the recovery keys are held by the firm rather than by us. Nothing is shared across tenants.
What happens when the AI reads a document?
Extraction is performed by Anthropic Claude models running on Amazon Bedrock under our agreements with those providers, configured for zero data retention: your content is not stored, not logged, and never used to train models. They act as our processors and are contractually bound to protect your data to at least the standard set in our privacy policy.
Can we keep documents out of the cloud entirely?
Yes. Tesseract-Tax and Tesseract-CorpTax run the same extraction on your own Mac or iPhone, where documents, credentials and financial data never leave the device. Firms often use the on-device apps for the clients who will not upload anything, and the platform for everyone else.
Which returns can you e-file?
KnotTheory.ai Inc. is an Authorized IRS e-file Provider. Tesseract Tax Cloud transmits Forms 1040, 1065, 1120 and 1120-S directly to the IRS, with a compliant paid-preparer block on every signed return.
Can a small firm use this without an IT department?
That is the design goal. The platform is hosted, so there is nothing to install or patch. Sign in with Google, Apple, Microsoft or GitHub, or use a passkey, and add the rest of the practice from there.
How does the free trial work?
Thirty days, for CPA firms and individual filers alike, at platform.knottheory.ai. Book a demo first if you would rather be walked through a return that looks like your own work.