Taxa
Aiwyn provides a unified B2B SaaS platform for mid-market and enterprise accounting firms, integrating payments automation, practice management, client experience, and AI-powered tax preparation across 800+ CPA firms in the US and Canada.
- Company typePrivate
- Founded-
- HeadquartersNashville, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Taxa does
Aiwyn is a B2B SaaS platform serving mid-market and enterprise accounting firms with an integrated suite spanning payments automation, practice management, client experience, and AI-assisted tax preparation. The platform is composed of four native modules — Aiwyn Payments, Aiwyn Practice, Aiwyn Experience, and Aiwyn Tax — operating over a unified data layer that automates revenue cycle workflows including invoicing, reminders, and reconciliation, and integrates with incumbent accounting technology such as Wolters Kluwer CCH. The Aiwyn Tax module is built on Anthropic's Claude and applies generative AI to tax preparation workflows, extending the platform beyond revenue cycle management into production tax work.
Aiwyn monetizes through annual subscription contracts sold on a quote-based pricing model (pricing is not publicly disclosed), targeting mid-market and enterprise CPA firms. Go-to-market combines a direct enterprise field sales motion with structured channel partnerships; Aiwyn holds preferred-partner status with seven of the largest global accounting alliances, including CPAmerica, DFK International, Aprio, Prime Global, Boomer Circle, ITA, and Moore North America. The company reports 800+ accounting firm customers and operates across the United States and Canada, with expansion into Canada executed through a strategic partnership with Segal GCSE LLP.
The company is headquartered in Charlotte, North Carolina (with a remote-first operating model), is led by CEO Justin Adams, and is backed by KKR and Bessemer Venture Partners following a $113M funding round. Aiwyn has executed inorganic growth through the acquisition of QuickFee's US payments business (PayNow and Connect), and runs the Unlock annual user conference as a community and demand-generation anchor for the profession.
Taxa firmographics
Firmographics- Name
- Taxa
- Legal name
- Aiwyn
- Website
- https://taxa.ai
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Aiwyn provides a unified B2B SaaS platform for mid-market and enterprise accounting firms, integrating payments automation, practice management, client experience, and AI-powered tax preparation across 800+ CPA firms in the US and Canada.
- Ownership category
- akta.pro rank
Taxa industry classification
Industry- Product category
- Accounting Practice Software
- NAICS
- Software Publishers (513210), Financial Transactions Processing, Reserve, and Clearinghouse Activities (522320)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Direct Debit / ACH Collections & Recurring Billing (FSAMAGAE)
Keywords
Where Taxa is headquartered
LocationHeadquarters
- HQ city
- Nashville
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Taxa business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Subscription SaaS Platform: Aiwyn operates as a B2B SaaS platform providing integrated solutions for accounting firms across payments, practice management, client experience, and tax. The platform is offered as a subscription with multiple product modules.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise SaaS platform with multiple product modules |
Go-to-market motion3 records
Distribution channels3 records
Marketing channels4 records
Taxa product offering
Product offeringCore offering
Aiwyn provides a unified SaaS platform for modern accounting firms, combining four native modules: Payments (automated invoicing, reminders, reconciliation), Practice (time, billing, projects, resource planning), Experience (unified client portal with engagement letters and secure sharing), and Tax (AI-powered preparation, review, and filing integrated with Anthropic's Claude). The platform is offered as an annual subscription to mid-market and enterprise CPA firms.
Product overview
Aiwyn is a unified platform for modern accounting firms that combines four core solutions: Aiwyn Payments (payments automation), Aiwyn Practice (practice management), Aiwyn Experience (unified client portal), and Aiwyn Tax (AI-powered tax system). The platform serves as an operations layer and client front door, bringing together native solutions, an open platform, and the data layer for AI strategy. The platform integrates with leading accounting technology ecosystem including Wolters Kluwer (CCH) Practice Management.
Differentiator
Problem solved
Functional benefit
Brands
- Aiwyn Payments: Payments automation solution that accelerates payments and turns billing into a growth driver.
- Aiwyn Practice
- Aiwyn Experience
- Aiwyn Tax
- PracticeOS
Products and services
- Aiwyn Payments Payments automation solution that helps accounting firms get paid faster by automating invoicing, reminders, and reconciliation, freeing teams for higher-value work.
- Aiwyn Practice Practice management software that modernizes firm operations with time tracking, billing, projects, and resource planning in one unified view.
- Aiwyn Experience Unified client portal that delivers engagement letters, secure document sharing, and client request management to elevate every client interaction.
- Aiwyn Tax Tax preparation system with AI built in from the start, supporting preparation, review, filing, and client collaboration with AI powered by Claude.
Quantifiable outcome
- Digital payment volume increase of 3x YoY for firms using Aiwyn
- +3 more outcomes
Companies that use Taxa
Customer profileNamed customers4 records
Segments1 record
Ideal customer profiles1 record
Taxa technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration1 record
AI capability3 records
Feature6 records
Taxa partnerships and signals
Strategic signalPartnerships
Nine partnerships are on record, tiered trailblazer, strategic acquisition and preferred.
- Segal GCSE LLPtrailblazerCanadian accounting firm and independent member of Moore North America Inc. Association. Segal implemented Aiwyn's payment portal, resulting in 18% deposit increase in first month. Aiwyn's trailblazer approach ensures customer input shapes product development.
- QuickFee (Acquired US Payments Business)strategic acquisitionAiwyn acquired QuickFee's US payments business (QuickFee Pay Now and QuickFee Connect) to expand payment capabilities for accounting firms.
- CPAmericapreferredMajor accounting alliance with preferred partner status. Aiwyn is integrated into CPAmerica's alliance ecosystem for member firm distribution.
- DFK InternationalpreferredInternational accounting alliance network with preferred partner status for Aiwyn platform distribution to member firms.
- ApriopreferredTop accounting firm alliance with preferred partner status for Aiwyn platform integration.
- Prime GlobalpreferredGlobal accounting alliance network with preferred partner status.
- Boomer CirclepreferredAccounting firm alliance focused on CIO and leadership circles with preferred partner status for Aiwyn.
- ITA (Institute of Technology in Accounting)preferredAccounting technology alliance with preferred partner status.
- Moore North AmericapreferredMajor accounting alliance network with preferred partner status for Aiwyn platform distribution.
Scale indicators6 records
Recent moves7 records
Expansion highlights2 records
Taxa competitors and assessment
Company assessmentDirect peers
- TaxDome: All-in-one practice management, client portal, and billing platform purpose-built for accounting firms. Competes directly with Aiwyn Practice and Aiwyn Experience for the same mid-market CPA customer.
- Karbon: Practice management and workflow automation software for accounting firms. Directly comparable to Aiwyn Practice and targets the same mid-market CPA segment with similar collaboration features.
- Canopy: Practice management and tax workflow platform built for accounting firms. Directly competes with Aiwyn across practice management and tax, including client engagement and document collection.
- Ignition: Proposals, engagement letters, billing, and payments platform for accountants and bookkeepers. Highly comparable to Aiwyn Payments plus parts of Aiwyn Experience, addressing the work-to-cash cycle for CPA firms.
Emerging players
- Suralink: Workflow and PBC (provided-by-client) tracking tool for accounting firms. Overlaps with parts of Aiwyn Practice and Aiwyn Experience focused on engagement and client collaboration for auditors and tax teams.
- SmartVault: Cloud document management and secure client portal built for accountants. Overlaps with Aiwyn Experience on client-facing document sharing and engagement workflows for CPA firms.
Broad incumbents
- Intuit: Provides ProConnect Tax, Lacerte, and QuickBooks ecosystem that broadly serves tax and accounting workflows. Overlaps with Aiwyn Tax for mid-market accountants and competes for the same firm-level wallet share.
- Xero (WorkflowMax / Xero Practice Manager): Cloud accounting platform with adjacent practice management and workflow tools (WorkflowMax, Xero Practice Manager). Targets the same accounting firm buyer with an overlapping software stack, particularly for smaller and mid-market firms.
- Thomson Reuters: Owns UltraTax CS, Practice CS, and other tax and practice management suites serving large CPA firms. Competes with Aiwyn Tax and Aiwyn Practice at the enterprise end of the accounting market.
- Wolters Kluwer (CCH): Established provider of CCH Axcess, CCH Practice Management, and tax compliance software for accounting firms. Aiwyn already integrates with Wolters Kluwer (CCH), and the vendor competes broadly across practice management and tax workflows.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Taxa social profiles
Digital presenceTaxa financial estimates
Financial estimateRevenue estimate
Valuation estimate
Taxa leadership team
Management profileNumber of profiles
Profiles1 record
Taxa subsidiaries and ownership
Company hierarchySubsidiaries1 record
Taxa funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Taxa M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Taxa
What does Taxa do?
Aiwyn provides a unified SaaS platform for modern accounting firms, combining four native modules: Payments (automated invoicing, reminders, reconciliation), Practice (time, billing, projects, resource planning), Experience (unified client portal with engagement letters and secure sharing), and Tax (AI-powered preparation, review, and filing integrated with Anthropic's Claude). The platform is offered as an annual subscription to mid-market and enterprise CPA firms.
Is Taxa a public or private company?
Taxa is a private company. It is classified as venture growth investor backed and is currently operating.
When was Taxa founded?
Taxa was founded in -1. It employs 11 to 50 people.
Where is Taxa based?
Taxa is headquartered in Nashville, United States, in the North America region.
How does Taxa make money?
One revenue line is on record: subscription SaaS Platform.
Who are Taxa's main competitors?
Direct peers on record are TaxDome, Karbon, Canopy and Ignition. Emerging players are Suralink and SmartVault. Broad incumbents are Intuit, Xero (WorkflowMax / Xero Practice Manager), Thomson Reuters and Wolters Kluwer (CCH).
Does Taxa have an API?
No public API is recorded for Taxa.
What industry is Taxa in?
Taxa's product category is Accounting Practice Software. Its primary akta.pro industry code is FSAMAGAE, Direct Debit / ACH Collections & Recurring Billing. Its NAICS code is 513210 and its SIC code is 7372.