Individuals
One tax year workspace: organizer, documents, estimate, and a readiness score that moves as the year fills in.
Included:
See how it works OrganizerDocs vaultDeadlineTax AI
Tax readiness, year-roundKnow where the return stands
Know where the return stands
before filing season.
Individuals, enterprises, and firms share one calendar — organizers, deterministic estimates, Tax AI explanations, notices, and a clear path to e-file or hand off to your accountant.
Free tax year workspace. No credit card to start.
Readiness72 · On track
86 days to deadlineOrganizer35%In progress
Docs1 / 5Medical missing
EstimateReadyEngine run
Tax AIOnExplain only
Employment slipHouseholdReceived
Retirement contributionAsk Tax AIAsk
Medical expensesVaultMissing
Instalment Q1EntityPaid
Built for the returns people and firms actually file
- Personal returns
- Corporate returns
- Retirement room
- Instalments
- Salary vs dividend
- Tax notices
- E-file readiness
- Firm handoff
- Tax AI Agent
- Readiness score
Assentt Taxes is the readiness product beside Assentt Accountant and Assentt Finance. Same industrial system — a calendar instead of a ledger — with Tax AI that explains engine numbers and never invents them.
Who it is for
Every module the year runs on.
Personal returns, corporate positions, firm review, and Tax AI — one system, not four tools.
Enterprises
Entity profile, corporate organizer, instalments, and shareholder salary-versus-dividend scenarios.
Included:
See how it works CorporateInstalmentsShareholdersWhat-if
Firms
Send organizers, review answers, triage notices, then hand the engagement into Assentt Accountant.
Included:
See how it works ClientsReviewNoticesHandoff
Tax AI Agent
Ask plain-language questions about readiness, estimates, and what-if results. AI explains — the engine calculates.
Included:
See how it works Explain estimateMissing docsInstalmentsHandoff help
Tax AI Agent
Explain the number. Never invent it.
Assentt Tax AI sits beside readiness, estimate, and what-if. It reads engine output and vault status — and answers in plain language.
- Engine amounts only
- Metered per workspace
- Soft-fails cleanly until AI secrets are set
- Live chat inside the signed-in app
Why is my readiness score below 80 and what should I finish first?
Your score is driven by organizer progress (35%), missing documents (1 of 5), and no estimate yet. Finish medical receipts and retirement contributions, then run the estimate — Tax AI will explain the engine numbers, not invent them.
What-if studio
Salary, dividends, savings — numbers first.
Scenarios run only through the shared tax engine. Tax AI can narrate. The math does not freestyle.
MixNet cashCost rate
All dividends$78,40034.7%
Payroll max + dividends$81,12032.4%
Best mix for cash$82,05031.6%
Illustrative figures for the landing. The app runs the live engine for the year you open.
The year
From first slip to signed return.
Every tax year moves through the same stages — and you can see exactly where you are.
- 01 Open the year
Jurisdiction, entity, and the organizer that matches personal or corporate.
- 02 Collect
Slips and notices land in the vault. Missing items stay visible.
- 03 Estimate
Deterministic tax math. AI can explain the number. It never invents it.
- 04 Ask Tax AI
Clarify readiness drivers or compensation scenarios in plain language.
- 05 File or hand off
E-file readiness checklist, or send the year to an Assentt firm.
Documents and notices
The vault that knows what is missing.
Slips, receipts, and tax authority letters sit with the year they belong to. Expected items stay visible until they arrive. Firms can request the rest without a second portal.
- Expected, received, or not applicable
- Notices with a due date and an owner
- Upload links that expire
- Handoff keeps the same files in Accountant
A folder of PDFs kept the year. Assentt keeps the return ready.
Filing scramble Slips in email Guessed deductions No readiness Firm sees it late Spreadsheet tax Invented numbers
The filing scramble
Slips in email, a spreadsheet of deduction guesses, and a firm that sees the file two weeks before the deadline. The number appears once. Nobody trusts it until it is rebuilt.
Assentt Taxes
The organizer, the vault, and the estimate share one year. Readiness moves when a document lands. Tax AI explains the engine. The firm reviews the same record, then files it in Assentt Accountant.
A workspace for every chair in the year.
Individual, enterprise, and firm staff each open to the work that is theirs.
Your year at a glance — readiness, documents, estimate, and days to the deadline.
Year flow — every audience
Open yearCollect docsRun estimateAsk Tax AIE-file or hand off
Firms
Review here. File in Accountant.
Client roster, organizer review, Tax AI assist, notice inbox, and a clean handoff into Assentt Accountant through Assentt API.
- Client roster
Every household and entity in one firm workspace.
- Organizer review
See answers, follow-ups, and staff notes before you file.
- Tax AI assist
Explain engine results with the client — never invent amounts.
- Notice inbox
Tax authority notices with due dates and an owner.
- Shared vault
Same documents flow into Assentt Accountant on handoff.
- Accountant handoff
Export the engagement through Assentt API when you are ready to file.
Pricing
Start free. Upgrade when the year gets crowded.
Free to start. Household $19/mo. Firm $99/mo.
Free
One tax year to get organized.
$0forever
- One tax year workspace
- Organizer + docs vault
- Deterministic estimate
- Readiness score
- Tax AI explanations
Household
Spouse, dependants, and scenarios.
$19per month
- Everything in Free
- Household graph
- What-if studio
- Priority Tax AI allowance
- Email reminders
Firm
Client organizers and Accountant handoff.
$99per firm / month
- Client roster + review
- Notice inbox
- Shared vault
- Tax AI for staff
- Assentt Accountant handoff
Open this year's workspace in two minutes.
Create your tax year, start the organizer, and ask Tax AI once the estimate is ready.
See it with your own year. Request a walkthrough.
Built around your filing.
We map organizer, vault, estimate, and Tax AI — or your firm's review path into Assentt Accountant.
Best for
- Households collecting documents year-round
- Entities comparing salary and dividends
- Firms that want organizers ready before the deadline
Questions
Clear on what this does and does not do.
Is this a filing service?E-file readiness is a checklist. A signed return still needs you or your firm.
Who calculates the tax?The shared tax engine. Tax AI may explain a figure. It does not invent one.
Individuals and corporations?Personal organizers and corporate salary-versus-dividend scenarios live in the same year.
How does a firm get the file?Review in the firm workspace, then hand the engagement to Assentt Accountant.