The AI-Powered Practice Management Platform Built for Modern Tax Firms
Automate the entire tax engagement lifecycle—from intake to delivery. Intelligent document processing with seamless tax software integration.
Built for forward-thinking firms
Everything you need to modernize your practice
A complete suite of tools designed specifically for tax professionals who demand efficiency, accuracy, and security.
Intelligent Automation
Advanced AI powers our document extraction engine, designed for high-precision extraction with confidence scores for every data point. Minimize manual data entry to drastically reduce human error.
Tax Software Integration
Export-ready data formatting for major tax platforms. Secure data sync automatically transfers extracted data directly into your existing workflow.
Compliance First
Built to meet the highest security standards. Your client data is protected by enterprise-grade encryption and comprehensive audit trails.
From documents to tax returns in four simple steps
A streamlined workflow that eliminates manual data entry and keeps your practice running smoothly.
Upload
Clients securely upload their tax documents through a branded Magic Link portal. No passwords, no friction—just a simple, secure experience.
Extract
Our AI analyzes each document, identifying form types (W-2, 1099, K-1) and extracting data with confidence scores. The system automatically flags complex requirements like FBAR or Form 8938.
Sync
Validated data flows directly into your tax software via secure integration. Automated syncing handles the handoff—no manual exports required.
Manage
Track every return through visual Kanban-style pipelines. FIFO queue management ensures fair workload distribution, while automated triggers keep your team notified at every stage.
Ready to transform your tax practice?
Join the growing number of firms using Astraea to automate their workflows, reduce errors, and deliver faster results.