Magnetic

Tax and financial reporting · by Magnetic

An agentic AI tax prep platform that scans documents, reasons over client data, and enters information directly into tax software, with every return reviewed by US-based licensed EAs or CPAs.

Where it ranks

Current edition · updated Oct 20, 2026

What it does

An agentic AI tax prep platform that scans documents, reasons over client data, and enters information directly into tax software, with every return reviewed by US-based licensed EAs or CPAs.

  • Automated 1040 tax return preparation
  • Document scanning and data extraction
  • Tax software data entry
  • Return review and quality assurance
Category
Tax and financial reporting
Users
CPA firms, Tax preparation firms
Public API
Not offered

Not yet disclosed: deployment options, platforms, languages and support channels.

Pricing

Pricing isn't published

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Security and compliance

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Reviews

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