Get your life back — and grow your revenue — with a secure LLM designed to eliminate manual work.
Finish more returns, faster
Replace expensive manpower
Focus on strategic (and higher-paying) consulting work
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You didn’t go to college for 4 years to follow mind-numbing instructions on hundreds of 1040s every spring.
You didn’t invest 150 AICPA hours so you could drown in tedious tasks.
You didn’t build an accounting practice so you could eke out paltry profit margins
What if you could process every tax return in 30% of the time — and supercharge your revenue along the way?
the AI workhorse that integrates with your tax prep software — and eliminates 70% of manual (mind-numbing) work
the AI workhorse that transforms mind-numbing tax prep into a breeze, letting you ditch the data entry — and focus on what really matters
your AI sidekick that lets you ditch data entry — and get your life & business back
your tax season secret weapon
A CPAs dream. You ditch data entry. And do what you became a CPA for: serious consultancy work that pays well — and gives you quality of life
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employee_social_security_number, employee_first_name_and_ini...
123456789, Molly, Key, 4839 Arrow Drive., Aliso Viejo, CA, 92656...
Clydesdale uses bank-level security protocols for uploading and storing sensitive tax documents. Your data is in good hands. (Hooves?)
The custom LLM model and OCR technology extract data (with 95% accuracy! 🤯) from various doc types — including handwritten forms.
{
"personal_information": {
"full_name": "John Doe",
"ssn": "XXX-XX-1234",
"filing_status": "Single",
"address": "1234 Elm Street, Springfield, IL 62704",
"tax_year": 2023
},
"income": {
"wages_salaries_tips": 75000,
"interest_income": 500,
"dividend_income": 200,
"business_income": 12000,
"rental_income": 8000,
"total_income": 95700
},
"adjustments_to_income": {
"student_loan_interest_deduction": 2000,
"retirement_contributions_ira": 5000,
"total_adjustments": 7000,
"adjusted_gross_income": 88700
},
"deductions": {
"standard_deduction": 13850,
"medical_expenses": 1200,
"mortgage_interest": 8000,
"charitable_contributions": 2500,
"total_deductions": 25550
},
"taxable_income": {
"taxable_income": 63150
},
"taxes": {
"federal_income_tax_withheld": 12000,
"estimated_tax_payments": 3000,
"tax_liability": 8500,
"refund": 6500
},
"credits": {
"earned_income_credit": 1200,
"child_tax_credit": 0,
"education_credit": 1000,
"total_tax_credits": 2200
},
"final_summary": {
"total_tax_paid": 15000,
"total_tax_liability": 8500,
"refund_amount": 6500
}
}
Clydesdale analyzes and organizes extracted data, categorizing it based on tax forms & schedules. No more manual entry…or manual errors. 😬 It cross-references current and previous years' documents to auto-fill forms accurately.
No more endless questionnaires. Clydesdale reads your documents, then asks ONLY what it needs to fill the gaps. (Unlike that intern who asks smack-my-head questions.)
Clydesdale effortlessly remembers EVERY rule in the book. It knows & applies the latest tax code updates — and factors in key insights like loss carryovers, ___, and ___. It supports all current IRS tax forms.
Real-time collaboration tools keep all communication within the platform. Clarify unusual expenses, request missing Information, explain tax implications — all from within Clydesale.
Based on a massive corpus of past tax filings & returns, Clydesdale flags areas for review, suggests tax-saving opportunities, highlights potential discrepancies — and gets smarter with every return.
Clydesdale works with YOUR tech & workflows. Compatible with any tax software (and simple enough even for Andy who still uses AOL), it becomes everybody’s irreplaceable assistant.
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Integrate with your existing tech stack in minutes. (No need to say goodbye to the software your team’s been using for years)
Advanced OCR and AI scan and extract data
You step inSystem analyzes and organizes data. Accurate categorization based on tax forms. Clydesdale will ask you any questions it has to fill gaps and ____
Clydesdale auto-fills tax forms, while cross-referencing documents for accuracy
It also flags areas for review, suggests tax-saving opportunities, and highlights discrepancies & potential adjustments
You step in and ____
Clients get updates and access to historical data. All within the platform. Easy retrieval of past filings for amendments or audits
The name “Clydesdale” embodies strength, endurance, and reliability — qualities we believe AI should bring to tax prep. Like the hardworking Clydesdale horse, our mission is to shoulder the heavy lifting of tedious workflows, so CPAs can focus on what truly matters. Clydesdale is dedicated to driving AI-driven automation that redefines the future of accounting, enabling a sustainable, efficient, and rewarding career path for tax professionals.
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Lock in the best pricing when the free period ends!
Our pricing model includes a $39 monthly license fee (billed annually) and a usage-based fee. One credit represents one tax return. Each license comes with 30 credits, and additional credits can be purchased as needed.
Integration takes just minutes. 😊 Clydesdale is designed to work seamlessly with your existing tax software. It supports CSV exports and API integrations, allowing data to flow directly between platforms, minimizing manual input and reducing the need for dual entry.
Clydesdale is designed to be user-friendly with an intuitive interface. While there is a learning curve, as with any new software, we provide comprehensive training materials and support to ensure a smooth transition.
On average, Clydesdale AI reduces tax preparation time by automating data extraction and document review. Firms can expect to save significant time on manual processes, reduce errors, and handle more clients with the same workforce, resulting in lower costs and higher efficiency.
Yes, Clydesdale is designed to handle a wide range of tax scenarios, from simple to complex. Its AI can recognize intricate tax situations and apply relevant rules and deductions accordingly.
Yes, Clydesdale's AI is capable of adapting to various tax scenarios. Its bespoke questionnaire feature tailors its approach based on each client's unique situation, and you always have the ability to customize and override as needed.
We offer comprehensive support including documentation, tutorials, and customer support options. During busy tax seasons, we provide additional resources to ensure smooth operations.
Our AI is continuously updated with the latest tax code changes. The system automatically applies these updates to ensure all tax preparations are compliant with current laws and regulations.
Low pay, high risk, replaceable manual work — the status quo of the accounting industry is unsustainable.
Clydesdale exists to eliminate the grunt work — and ensure your practice is poised to thrive, for years to come.
