Financial IntelligenceMeets Tax Mastery

Once you connect your bank accounts via Plaid or upload statements, our AI automatically categorizes every transaction and identifies potentially deductible expenses based on IRS rules and your tax profile. The system uses smart deduplication to prevent double-counting across accounts and learns from your corrections to improve accuracy over time. Most users see 98% categorization accuracy within the first month.

Absolutely. AlphaTax uses enterprise-grade security with multiple layers of protection. All data is encrypted with TLS 1.3 in transit and AES-256 at rest—the same encryption standards used by major banks. We're hosted on SOC 2 Type II certified platforms (Supabase and Vercel), and every user's data is isolated with Row-Level Security so you can only access your own information. We never store your bank credentials—Plaid handles all authentication securely. Additional protections include rate limiting against attacks, automated encrypted daily backups, real-time intrusion detection, DDoS protection, and multi-factor authentication. Your data is never sold or shared with third parties. We take your financial security as seriously as you do.

AlphaTax focuses on personal tax returns (Form 1040). We help you track business expenses and deductions that flow into your personal return, such as Schedule C for self-employment income. If you have business entities (C-Corps, S-Corps, partnerships), you'll need to work with a CPA or tax professional for those separate business returns.

Based on your unique financial situation, AlphaTax suggests strategies like SEP-IRA or Solo 401(k) contributions, home office deductions, vehicle expense optimization (standard vs. actual), quarterly estimated tax planning, retirement contribution timing, capital gains harvesting, and business structure optimization. Each strategy shows the exact tax impact in real-time, so you can make informed decisions throughout the year.

Currently, AlphaTax focuses on federal tax optimization and filing. State returns are on our roadmap for 2026. However, all federal deductions and strategies we help you discover will reduce your state tax liability as well, since most states base their calculations on federal adjusted gross income (AGI).

Yes! Bank and credit card sync is coming soon. Once available, you'll be able to connect unlimited bank accounts, credit cards, and business accounts. Our smart deduplication technology will ensure that transfers between your accounts aren't counted as income or expenses. The system will automatically categorize transactions across all connected accounts and build a comprehensive view of your deductible expenses. Currently, you can upload statements and receipts for AI categorization, and manually track expenses.

You can start using AlphaTax anytime during the year. Our 7-day free trial gives you full access to all features, so you can explore our AI-powered tax optimization tools and see how they work for your situation. If AlphaTax doesn't meet your needs, you can cancel anytime during your trial with no charge.

GPS-based mileage tracking is coming soon in our native app, which will automatically log your trips in the background. Currently, you can manually enter trips or vehicle expenses, or they'll be automatically categorized from uploaded statements. We calculate deductions using either the IRS standard mileage rate or actual vehicle expenses—whichever gives you the bigger deduction. All tracked mileage flows directly into your Income & Expense Tracker and tax filing.

Yes, you can cancel or switch plans at any time. If you cancel during your free trial, you won't be charged. If you cancel during a paid period, you'll have access until the end of your current billing cycle. Upgrading or downgrading plans takes effect immediately, with prorated adjustments to your billing.

Paid subscribers get access to our AI-powered support assistant—an intelligent chatbot that understands your account data, preferences, and can search our entire knowledge base plus IRS tax code to answer your questions instantly, available 24/7. We also offer email support to help you get the most out of AlphaTax.