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FOR IMMEDIATE RELEASE: October 2025

MyTAXPrepOffice Editorial Group
5 days ago
2 min read

MyTAXPrepOffice Unveils “My AI Assistant” — The Next Evolution in Cloud-Based Tax Preparation

MyTAXPrepOffice, a leading cloud-based tax preparation software trusted by professionals nationwide, has announced the upcoming launch of My AI Assistant, a groundbreaking built-in feature that leverages artificial intelligence to automate data entry and streamline workflows. The feature will debut in November 2025 with the Tax Year 2025 MyTAXPrepOffice release.

My AI Assistant acts as a digital copilot, designed to save time and enhance accuracy for tax preparers of all experience levels. With this new feature, users can automatically identify, extract, review, and import data from source documents—turning tedious data entry into a quick, seamless process.

Smarter Data Entry, Built Right In

Automated import: Identify, extract, and populate tax return data in just a few clicks.
Real-time uploads: Snap a photo or upload PDFs for instant import—no waiting.
Multi-form support: Works with W-2, W-2G, 1095-A, 1098, K-1, 1099-INT, 1099-DIV, and more.
Batch processing: Upload and import multiple documents at once.
Instant review: Data appears immediately for approval and final review—keeping the preparer in control.

A Game-Changer for Tax Professionals

My AI Assistant helps firms of all sizes boost productivity and accuracy. Smaller offices can lighten the load on lead preparers, while larger firms can delegate return setup tasks with confidence. The result: fewer manual steps, faster turnaround times, and more focus on client communication and advisory services.

Unlike other third-party automation tools, My AI Assistant is fully integrated into every MyTAXPrepOffice plan—no add-ons or extra subscriptions required.

“At MyTAXPrepOffice, our mission has always been to simplify the complex. We believe tax software should work for you—saving time, and evolving alongside your business. With the launch of My AI Assistant, we’re taking that commitment to the next level. By combining AI-powered automation with our seamless cloud-based platform, we’re helping tax professionals work smarter, serve clients better, and stay ahead in a rapidly changing industry,” said Squire Dahl, President of MyTAXPrepOffice.

Availability

My AI Assistant will be available with the Tax Year 2025 release in November 2025.

About MyTAXPrepOffice

MyTAXPrepOffice is a cloud-based tax preparation software designed to empower professional tax preparers with flexibility, speed, and accuracy. With unlimited returns, integrated e-filing, real-time collaboration tools, and innovative features like My AI Assistant, MyTAXPrepOffice helps tax professionals simplify their workflow and grow their practice—all from one secure platform.