Best-in-class AI for tax professionals

Simplify tax compliance, increase your capacity, and focus on strategic work.

Automated Data Entry That Works

Process Any Document

From W-2s and 1099s to complex K-1s, operating agreements, and brokerage statements.

Real-Time Processing

No more reviewing and fixing outputs. Sweet AI works rapidly with superior accuracy.

Works With Your Tax Software

Pull docs from your portal, upload, or CRM. Export to your tax software.

CCH Axcess Tax
Intuit ProSeries Tax
ProConnect
Lacerte
Drake Software
Automated Data Entry Demo
Domain Specific AI Models Demo

Domain-specific AI Models Trained for Tax

Fine Tuned on Tax Documents & IRS Instructions

No more hallucinations: AI grounded in domain awareness.

Multimodel Architecture

We rely on models from different providers based on context to ensure the best performance.

SOC2 Type 2 Security Standard

We only use models with the highest level of compliance certification.

Streamline with Agentic Tax Workflows

Automations for Admin Workflows

From managing data to filing extensions, let AI handle the busywork.

Built Alongside Leading Firms

Powerful automations built for high-pressure filing seasons.

More Coming Soon

We add new workflows monthly and can build new tailored workflows for your firm as well.

Generate aSchedule C fromBank StatementsFile ClientExtensionResearchTopicCreate Tax ReturnSummaryDraft TransferPricing ReportsTransfer dataTaxDome toShareFileGenerate aSchedule C fromBank StatementsFile ClientExtensionResearchTopicCreate Tax ReturnSummaryDraft TransferPricing ReportsTransfer dataTaxDome toShareFileCreate Organizer& Checklist from2023 ReturnReview forAudit RiskRespond ToTax NoticeDraftEngagementLetterCompute ForeignTax CreditsMulti-StateApportionmentCreate Organizer& Checklist from2023 ReturnReview forAudit RiskRespond ToTax NoticeDraftEngagementLetterCompute ForeignTax CreditsMulti-StateApportionmentCompare TaxImpact Of...Send ClientRemindersEstimate & FileQuarterly TaxesCalculate GILTII,FDII, and BEATImpactsReconcile Bookto TaxDifferencesGenerate QuoteFor New ClientCompare TaxImpact Of...Send ClientRemindersEstimate & FileQuarterly TaxesCalculate GILTII,FDII, and BEATImpactsReconcile Bookto TaxDifferencesGenerate QuoteFor New Client

AI Without Compromise on Security, Quality, Accuracy

Secure Models

Enterprise AI models with SOC2 Type 2 compliance designed specifically for tax work.

No Data Exposure

Secure AWS servers with ISO 27001, ISO 27017, SOC 1/2/3, and other compliance standards. No offshoring.

Best-In-Class Encryption

Industry standard AES-256 encryption protects your clients' information in storage and transit.

Built and Trained by Leading Tax Teams

Hear from professionals who are transforming their firms with Sweet

"We used to chase documents, now we chase ROI. Thanks to AI, we've traded busywork for strategic, personalized advice that helps business owners grow smarter."

Echo Zhong, CPA

Echo Zhong, CPA

Managing Partner, Zhong & Sanchez

Not Just Automation, Augmentation

Help your staff deliver better client outcomes, faster. Increase capacity without hiring more.

Focus On High-Value Work

Spend more time on review, tax planning, and strategic advisory.

No More Tax Season Stress

No more 80-hour weeks and rush to file returns.

Maintain Full Control

Real-time traceable audit logs with explanations ensure complete transparency.

Community Driven Content

The 2025 Guidebook on AI in Tax

Get access to actionable tips on how other firm owners and tax professionals are using AI & automation.

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