One platform to complete your returns.
Client portal, workpaper preparation, tax filing, and delivery, all under one roof. Built by CPAs, for CPAs.
The full workflow platform, live today.
Client portal, auto-drafted intake and workpapers, firm analytics, and e-signatures. All connected, all live.
Client Portal Pilot
Branded intake links where clients upload W-2s, 1099s and K-1s from any device, no logins required.
Auto-Draft Intake & Workpapers
Client intake is auto-drafted, then every document is read, classified, and bookmarked into a clean workpaper, grouped by form type and issuer.
Firm Analytics
See every return's status and your firm's throughput at a glance. Nothing slips through the cracks.
E-Signatures Pilot
The 8879 goes out for e-sign; the signed form lands back in your workflow automatically.
Our workpaper-prep automation is already saving clients 1,100 hours every busy season, the equivalent of 27 weeks of full-time labor returned to the firm.
The tax engine is coming. Built by people who've filed thousands of returns.
Built to feel familiar from the first login, so your preparers keep their muscle memory.
Documents flow in. Everything gets flagged automatically.
The moment a client uploads, their documents go straight into the filing system. Every field that needs your attention is flagged. You're not hunting for anything.
Open APIs, so you never have to worry about UltraTax closing down source data entry again.
Built open from day one. Any tool in your stack can connect. No more being held hostage to a vendor's decisions about what data you can access.
Up-front pricing, so you won't get a bill in year 4 at double what you paid in year 1.
Fixed pricing based on number of returns. No surprises, no "platform fees" that appear after you've migrated everything. What you pay today is what you pay.
The claim
Tax firms can file 1040s in 30 minutes. A human reviews every line.
We're not replacing CPAs. We're replacing the three hours of manual data entry between getting documents and reviewing a return. Every field is sourced from a document. Every position is explained. Every return is reviewed by a human before it's filed.
The engine powers every type of firm.
Tax Firm
Built for the CPA practice. Nothing to replace.
Luca IQ handles everything: intake, workpapers, delivery, and soon the return itself.
- Documents arrive and sort themselves before a preparer touches them
- Workpaper built automatically from client uploads
- Returns review-ready in 30 minutes, not 3 hours
- No AI jargon, built for CPAs, not developers
"We stopped hiring part-time staff and cut back significantly on our overseas hiring. The documents were in bookmarked PDFs, ready for our team to review before being passed on to preparers." Managing Partner, regional CPA firm
Luca Pacioli's 1040.
The old way vs. with Luca IQ.
- Manually email clients to collect documents
- Chase down missing W-2s three weeks before deadline
- Transcribe every number from PDF to tax software
- Build workpaper by hand from individual files
- No visibility into what's still missing
- Two hours of admin before prep even starts
- Software bill doubles every four years
- Overseas review queue you didn't know about
- Client gets a link, portal pre-filled from prior year
- Documents upload directly, sorted automatically
- Every number mapped from document to return
- Workpaper builds as documents arrive
- Missing items flagged in real time
- Preparer opens a complete, organized file
- Fixed pricing, no surprise invoices
- US CPA reviews every line before filing
What happens when you use it
CPA firms across the US saved thousands of hours this tax season.
Twelve-person firm. Intake was all email. Missing documents found the week of deadline. They were about to hire two part-time admin workers.
One season on Luca IQ later, nothing in their tax setup changed. Admin prep down 57%. Senior staff doing tax work again. The part-time hires never happened.
Request a demo.
We're replacing the disconnected patchwork firms use today. Hundreds of firms have already applied. We are not offering this software to individual consumers. Accounting firms only.
What you get when the engine opens.
Limited spots available for the 2026 tax season.
- ✓ Full access to the tax engine: documents in, return out
- ✓ Client portal, workpapers, workflow, and e-signatures included
- ✓ Onboarding call with the team, and we'll migrate your client list
A CPA who ran a practice. An engineer whose rule is: if it breaks in March, it doesn't ship.
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