DoozaAI Employees
Dooza CrewBuild your team of AI employeesPhone callsCrew answers your calls, included in your planBy industry
Insurance AgentsPortals, inbox, renewalsTruck DispatchersLoad boards, brokers, billingAccountantsClient documents, statements, deadlinesLaw FirmsIntake, client updates, records, docketsOwner-OperatorsInvoices, PODs, detention, IFTADone for you
Custom AI agentsWe build and run an agent for one jobPricingAboutBlogNine AI tools a tax preparer can use in 2026, from AI return prep and review to tax research, practice management and call answering, with prices read on each vendor page, who each fits, and one honest limit for each.
Checked October 26, 2026. Prices were read on each vendor's own pricing page. Several tools (Filed, TaxGPT, Drake SmartExtract) do not publish a price; we say so. Prices change: re-check before you buy. Dooza Crew is our product and our top pick for small tax practices; we say why, and where the others fit better.
Our top pick for a small tax practice is Dooza Crew: AI employees that chase client documents, sort what comes in and draft reminders, $49 a month for the whole organization, and it asks before it sends anything. It does not prepare or file returns. For AI that enters data into the return, look at Filed or Drake SmartExtract. For tax research with citations, Blue J or TaxGPT. For practice management with AI built in, TaxDome or Canopy. For call notes, Fathom has a free plan.
The surveys disagree, because they asked different people. Blue J and CPA.com's second annual report, released June 8, 2026, is based on "a survey of more than 1,000 tax professionals across the United States", and it says "60% of respondents now use AI for tax research at least weekly, up from 33% in 2025." Blue J sells a tax research tool, so read it as a vendor survey.
The Thomson Reuters Institute looked at tax firms more broadly: "According to survey respondents, 21% of tax firms identified as already using GenAI technology", "with 53% either planning to use the technology or considering it". One number counts weekly use for research by individuals; the other counts firms that have adopted it. Both say the same thing: a lot of preparers are trying AI, and most practices are still deciding how.
| Tool | What the AI does | Price (vendor page, Oct 26) | Free option |
|---|---|---|---|
| Dooza Crew (ours, top pick) | AI employees that chase client documents, sort uploads, draft reminders, fill forms; takes phone calls | $49/mo per organization, unlimited users and agents, AI usage included | 7 days free (card required) |
| TaxDome | Practice management with AI-powered reporting (Pro) | From $700 to $1200 per seat/year, billed upfront | None found |
| Canopy | Practice management with Smart Tax Prep, Coworker (Beta), AI Notetaker | Standard $74, Plus $109 per user/mo billed annually | Trial set up through sales |
| Drake Tax | Tax software; SmartExtract (beta) pre-populates fields from documents | Drake Tax Online $299.99 for tax year 2026; SmartExtract price not published | Not stated |
| Filed | AI return prep and review inside your tax software | Custom, based on total taxpayers | Pilot program; demo |
| TaxGPT | Tax research with citations, AI prep and return review | Not published (book a demo) | Free trial, length not stated |
| Blue J | Tax research answers with citations | $1,498/year per user | 7-day free trial, no card |
| Fathom | AI notes and summaries for client calls | Team $19/mo per user ($15 billed annually) | Free forever plan |
| Smith.ai | 24/7 call answering and client intake | $300/month for 30 calls | No free trial; money-back guarantee |
Crew gives a tax practice AI employees, each with its own computer and browser and its own job. The jobs that bury a preparer outside the return itself are a good fit: chasing clients for missing documents, sorting what arrives, drafting reminder emails, answering the phone. The agents work around the clock, work with your team in one chat, and pass work to each other. Before one sends an email or clicks Send, Submit or Pay, it asks you to Approve, Edit or Reject.
Examples of jobs you could give it: you could give one agent the job of emailing each client a checklist of missing tax documents and drafting a polite reminder for your approval; you could give another the job of filling a fillable PDF, Word or Excel intake or engagement form you upload; and you could give another the job of answering the phone and taking a message when you are with a client. We make no claim about results; these are tasks, not guarantees.
Try Dooza Crew free for 7 days.
TaxDome bundles CRM, workflow, a client portal and billing. On the Pro plan you can "Tap into your firm's performance insights with AI-powered reporting".
Canopy lists Smart Tax Prep, which "Automates tax return preparation with AI-powered document extraction and mapping, powered by Filed and Juno." Its Coworker (Beta) "can do the work (with your permissions)", and there is an AI Notetaker (Beta).
Drake is tax preparation software, and its newest add-on is SmartExtract, which "uses AI technology to extract data from supported tax documents and pre-populate fields for preparer review."
Filed says it "reads the binder, extracts every value, and populates the return directly inside your tax software." Its AI Reviewer "cross-checks every figure against the source document." Its pricing page names Drake, CCH, Lacerte and ProConnect.
TaxGPT offers research with "citation-backed responses", a tax preparation product that works "Inside your existing software", and Agent Andrew for AI return reviews.
Blue J's Individual plan includes "Full US federal and SALT tax coverage" and "Unlimited in-line citations and source lists", and it says it is SOC 2 Type II compliant.
Fathom records and transcribes calls, with "instant AI summaries" for each meeting, useful for planning calls and client reviews.
Smith.ai answers calls 24/7, screens and qualifies leads, takes intake and gives you a dedicated number. It is not tax-specific.
Running a small practice? See best AI tools for accountants or best AI tools for small business.
For a small tax practice that needs help with the work around the return, our top pick is Dooza Crew (our product): AI employees for jobs such as chasing client documents and drafting reminders, each with its own computer and browser, for $49 a month for the whole organization after a 7-day free trial. It asks before it sends anything. For AI that enters data into the return, look at Filed or Drake SmartExtract; for tax research with citations, Blue J or TaxGPT; for practice management, TaxDome or Canopy.
Some tools fill in parts of a return. Filed says it reads the client binder and populates the return inside your tax software, and Canopy lists Smart Tax Prep. Drake SmartExtract pre-populates fields from supported documents but is a limited beta. In every case the preparer reviews and signs. Dooza Crew does not prepare or file returns: it is not a licensed tax preparer, CPA or enrolled agent, and filings and tax advice stay with you.
No. Crew has no IRS e-file or tax-software integration, and no tax software is certified or integrated with it. It works only in web tools you log in to with a browser, so it does not sync with your tax software. Filing and tax advice stay with you.
It depends on the survey. A Blue J and CPA.com survey of more than 1,000 US tax professionals, released June 8, 2026, found 60% use AI for tax research at least weekly, up from 33% in 2025. Blue J sells a tax research tool. The Thomson Reuters Institute found 21% of tax firms already using generative AI, with 53% planning to or considering it.
Fathom has a free forever plan for call notes. For trials: Blue J 7 days with no credit card, Dooza Crew 7 days (card required), and TaxGPT lists a free trial without a stated length. Drake SmartExtract is a limited beta for selected Drake Tax Online customers, and its price is not published.
Check before you upload. Blue J says it is SOC 2 Type II compliant, but most pages here say little about how client data is handled. Ask each vendor, read your written information security plan, and decide which tools are approved for client data. Dooza Crew asks you to Approve, Edit or Reject before it sends an email or clicks Send, Submit or Pay, and you type passwords and 2FA codes yourself.
A lead AI agent plus helper agents that browse the web, write files and ask you before they send or pay. 7-day free trial (card required), then $49/month with AI usage included and a hard spending cap.
Ten AI tools an accounting firm can use in 2026, from document capture and AI bookkeeping to tax research and practice management, with prices read on each vendor page, who each fits, and one honest limit for each.
Nine AI tools a small veterinary clinic can use in 2026, from AI scribes for SOAP notes and practice software with AI built in to phone answering and back-office help, with prices read on each vendor page and one honest limit for each.
Got busywork? Dooza it.
Try Dooza Crew, AI agents that do your busywork: 7-day free trial (card required), then $49/month with AI usage included and a hard spending cap. Want a custom agent built for you instead? A Dooza engineer scopes it on a free 30-minute call and it starts as a refundable pilot. See pricing.
Crew: 7-day free trial · Custom agents: refundable pilot, 100% refund within 14 days
Dooza builds AI products and services for small businesses. Custom Dooza agents start with a refundable pilot: 100% refund within 14 days.
Or start now: Dooza Crew, AI employees you chat with from web or phone, watching every step live in chat: free for 7 days, then $49 a month for your whole organization (unlimited users and agents, no per-seat fee) with AI usage included and a hard spending cap. Want it done for you instead? Dooza Managed, $200/month.