Your 1040s on
auto-pilot.
DeductionOS brings together brand, marketing, AI workflows, and centralized back-office operations to power the next era of AI-native consumer tax firms.
"More clients today means more burnout for accountants. DeductionOS provides a turnkey operating system—from brand and marketing to tech and back-office—so you can focus on being a business owner, rather than the business owning you."
Chief Operating Officer - Deduction
Everything a firm runs on.
Replace your patchwork of CPA software with one. DeductionOS is the complete operating layer of a modern tax firm - from brand to technology.
A national brand.
Operate under the Deduction brand, with enforced quality and consistency across the network. Clients get a professional experience. You get the credibility of a nationally recognized firm from day one.
We send you qualified clients.
Deduction's national brand, partnerships, and paid search channels generate demand that flows directly to partner firms. New clients land in your inbox pre-qualified. You focus on the work — not finding it.
Customer support. Admin. Covered.
Forgotten passwords, billing, document workflows, e-signature, filing confirmations, client communications, and QA support — all taken care of. The overhead that consumes solo practitioners gets handled for you.
A single AI platform designed by CPAs.
No more duct-taping accounting firm software together. DeductionOS is a singular technology platform keeps your firm on auto-pilot. AI agents manage everything from client communication, tax prep, document collection, follow-ups, and billing.
The team you’d have to hire.
Already on the roster.
Every job a growing firm staffs up for — intake, prep, review, billing —runs as an AI agent on DeductionOS. You manage the team without the payroll.
You
Intake Admin
Client communication
Document collection
Chasing missing items
Preparer
Prepares the return
Reconciles source docs
Drafts the workpapers
Tax Manager
Reviews returns
Flags risky positions
Routes to you for sign-off
Billing Admin
Invoicing & payments
E-signature requests
Filing confirmations
An engine of growth.
Brand and technology compounds.
DeductionOS takes care of the heavy-lifting.
The most ambitious tax talent join.
More capacity to grow the business without burning out.
The most ambitious tax preparers join.
DeductionOS takes care of the heavy-lifting.
More capacity to grow the business without burning out.
Brand and technology compounds.
Exit on your terms.
"My clients have always expected a premium experience — from the first email to the final return. DeductionOS gives me the brand and infrastructure to deliver that without spending years building it myself."
Tax Manager
“DeductionOS doesn't just give you the infrastructure to run a practice — Taylor CPAI means faster responses, fewer mistakes, and a client experience you couldn't deliver on your own.”
Tax Director
"I built a practice from scratch
and I know exactly what it costs in time and money. DeductionOS gets you to the version of yourself it took me years to reach, starting on day one."
Tax Manager
"The admin work is what quietly buries most tax practices. DeductionOS handles client communication, billing, and document workflows — the stuff that used to eat half my week is just handled."
Tax Administrator
A revenue-share
Aligned with your growth.
DeductionOS is a revenue-share partnership. You keep the majority of what you bill. Deduction takes a share to run the infrastructure: brand, marketing, back-office, and the AI stack at no additional cost. No platform fees. No per-seat charges. No filing surcharges.
The ones you should ask.
Who is DeductionOS for?
DeductionOS is built for licensed CPAs and Enrolled Agents who want to build or grow a tax practice without starting from scratch. That includes CPAs launching their first firm, EAs who want to modernize and convert an existing practice, and solo operators looking to serve more clients without adding headcount. If you have the credential and the client relationships, DeductionOS provides everything else.
Can non-tax professionals (ie. RIAs) take advantage of the Partner Network?
Yes. If you're a financial advisor, RIA, wealth manager, or other professional who wants to offer tax services to your clients, you don't need to build out a tax practice to do it. Deduction's scale means you can extend a full tax offering to your clients — preparation, planning, filing — backed by our in-house team and partner network, without ever worrying about capacity or staffing. You focus on your client relationships; we make sure the tax work gets done.
Do I keep my own clients?
Yes. Your client relationships are yours. You operate as your own practice under the Deduction umbrella — we provide the brand, the technology, and the back-office infrastructure, but you remain the trusted professional your clients work with. The DeductionOS platform is designed to strengthen those relationships, not intermediate them.
How do the economics work?
Instead of a patchwork of fees and licenses, we operate a simple revenue share that covers everything: the brand, the full AI tech stack, marketing and lead generation support, and back-office infrastructure. There are no separate software fees and no setup costs. You don't start paying until you start earning.
Who actually signs and e-files the return?
You do. DeductionOS automates the preparation work — document collection, data extraction, draft assembly — but every return is reviewed and signed by you, the licensed CPA or Enrolled Agent. Your credential and your professional judgment are what make the practice run. The technology makes your time go further; it doesn't replace your responsibility.
Book an intro call.
If you're a credentialed CPA or EA looking to modernize your practice, launch your own tax firm, or explore an exit path — we'd love to connect.
