Meet My AI Assistant
Your built-in data entry partner
for Tax Year 2025.
The AI Teammate That Never Takes a Day Off
My AI Assistant, coming with the Tax Year 2025 MyTAXPrepOffice release, transforms the way you work by automating data entry and streamlining every return. Upload an image or PDF of source documents and import them in real-time with no waiting, no manual typing, and no juggling third-party tools.
Quickly review and approve. It’s intelligent automation built right into the software you already trust.
See It in Action
Turn hours into minutes with advanced AI
Let AI technology handle the paperwork—identify, extract, review, and import data into a return with a few clicks. My AI Assistant is included in MyTAXPrepOffice. No costly add-ons!
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Automated Data Entry
Let My AI Assistant handle the tedious part. It identifies, extracts, reviews, and imports source data directly into your returns in just a few clicks—saving hours and reducing the risk of manual entry errors.
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Real-Time Imports
No waiting around. Snap a photo or upload a document, and My AI Assistant instantly reads and imports the data into your return—so you can keep moving without downtime or workflow interruptions.
Broad Form Support
From W-2s and K-1s to 1099s and more, My AI Assistant supports a wide range of common tax forms. Its intelligent recognition system keeps your data consistent, accurate, and ready for review.
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Multi-Document Upload
Upload once, import many. My AI Assistant reads and imports multiple source documents simultaneously and helps you organize and review each form. Batch efficiency, simplified.
Instant Review
See results in seconds. My AI Assistant instantly displays extracted data for verification, helping you quickly review the information and move through returns faster with total confidence.
Full Control & Oversight
Stay in charge of every return. You approve each document and form before it’s finalized, maintaining complete control while letting AI handle the heavy lifting. Smart automation, human oversight.
Let’s Do This—See My AI Assistant at Work
See how easy it is to turn source documents into completed returns with the power of My AI Assistant.
My AI Assistant Data Security
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Secure at Every Step
Your data is protected throughout the entire process. Information is encrypted in transit and at rest and stored within secure, access-controlled environments. MyTAXPrepOffice uses industry-standard security protocols, continuous monitoring, and layered safeguards to help prevent unauthorized access and protect sensitive taxpayer information.
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Built for Privacy & Compliance
My AI Assistant is designed with privacy at its core. Uploaded documents are processed only to extract data, and client information is never used to train or improve AI models. The platform follows a purpose-limited, secure-by-design approach with ongoing monitoring and safeguards to ensure the security and confidentiality of taxpayer data.
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You Stay in Control
My AI Assistant supports your workflow, but you remain fully in charge. Every data point extracted from uploaded documents must be reviewed and approved by you before it is imported into a tax return. Nothing is automatically accepted or filed, ensuring you maintain oversight, accuracy, and complete control over your clients’ information at every step.
Work Smarter This Tax Season with My AI Assistant
My AI Assistant brings the power of automation directly into your MyTAXPrepOffice workflow.
From real-time document imports to instant data review, it saves time, boosts accuracy, and streamlines every return. Built for tax professionals, it eliminates the need for third-party tools or add-ons giving you smarter, faster tax preparation right out of the box.
See how My AI Assistant can transform your workflow. Request your free demo today.