Prepare quality returns swiftly and accurately

Our agent turns messy docs into review-ready 1040s in minutes — killing tax season stress without having to hire.
Featured inCPA Practice AdvisorIntuit Tax Pro Blog

Trusted by tax professionals

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Pricing

Simple, transparent pricing for solo-preparers and small teams.

Starter

Solo preparers getting started

$250/moper user + $50/return
  • Up to 50 returns per month
  • AI-powered document processing
  • Email support
Get started

Season Pass

Growing teams needing more capacity

$6,000/year
  • Everything in Starter
  • 200 returns included
  • Unlimited users
  • Priority support
Get started

Enterprise

High-volume firms and enterprises

Custom
  • Season Pass
  • Dedicated account manager
  • Custom integrations
  • SLA guarantee
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Testimonials

What our customers say

I'm blown away. The magnitude of the time savings is huge. Instead of spending hours on data entry, our team can just review.
John Tsantakis, CPA

John Tsantakis, CPA

We used to chase documents, now we chase ROI. Thanks to AI we've traded busywork for strategic, personalized advice that helps clients grow.
Echo Zhong, CPA

Echo Zhong, CPA

We've based our entire expansion strategy of our firm on Sweet. Our firm's livelihoods depend on this.
Robby Nelson, CPA

Robby Nelson, CPA

Frequently asked questions

What tax software does it work with?+

We have a direct integration to a tax software that rhymes with Rake, allowing instant syncing. This is our preferred platform for the fastest, most hands-off experience for you. If you'd like to sync returns to other tax software, there may be additional fees.

Do I have to change my portal or practice management system?+

No. Sweet sits alongside your existing stack. Clients upload documents the way they always have — email, your client portal, whatever — and Sweet takes it from there. We integrate with common portals and can also accept direct uploads.

How much of the return can it do?+

We will complete 99% of 99% of your Federal 1040s, with key states being added very soon. K-1s, Schedule C/E/D, most adjustments, many standard credits, common cross border reporting, and more. Plus we add more coverage every day.

Will I have to double check every line item?+

Sweet is built for preparer review, not blind trust. It flags anything it is uncertain about and surfaces the source document side-by-side so your review is fast and focused. You check what matters, not everything.

How does my current team use this?+

Sweet turns everyone into a reviewer, even admins and junior staff. Most of our customers rely on admins for the document work. Your existing staff are freed up to find tax savings, process more returns, or work fewer hours during tax season.

How will I know my client data is safe?+

Your client data is always in your control and can be deleted anytime. We never send data overseas or train public AI models with it. We only use SOC2 compliant models and providers. Data is encrypted with AES256 during transit and storage.

Ready to streamline your tax practice?

Start your free trial today. No credit card required.

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