Turn tax workflows into structured, auditable systems.
Sinaxe turns complex tax work into structured, auditable, AI-assisted workflows.
One platform, built for two practices.
Sinaxe also works for consultancies, in-house tax teams, and government agencies — these are the two it was built around first.
For CPA & Tax Firms
Build repeatable, structured workflows around the calculations and filings your team already runs — connected to the spreadsheets you use, not replacing them.
Talk to us →For Law Firms
Keep regulatory and compliance work structured and traceable, with the same rigor your practice already holds itself to — less manual reconciliation, not less diligence.
Talk to us →Made for how your team actually works.
Tax work is still trapped across spreadsheets, emails, documents, and people's heads.
help AI understand the workflow context
Easily track reasoning, sources, decisions, and steps behind the work.
Built for fast-moving teams.
Collaborate in real time with live edits and comments.
preserve audit trails across sessions
Turn recurring tax processes into reusable workflows that can be shared,
track sources, evidence, and work history
Help new team members understand not only the final numbers, but the reasoning, sources, decisions, and steps behind the work.
The workflow layer for tax and fiscal teams.
Sinaxe adds the missing layer around Excel-based work: sources, evidence, context, AI assistance, approvals, and audit history.
Right person, right task
Workflow Builder
For fiscal teams to build repeatable processes from sources, calculations, review steps, and outputs.
Clarity at a glance
Document Intelligence
Extract, summarize, and structure information from any document seamlessly.
Work your way
Evidence-Based Calculations
Link each value to documents, source lines, user decisions, assumptions, and calculation history.
Work your way
AI-Assisted Review
Use AI to suggest mappings, identify inconsistencies, explain context, and support review without replacing professional judgment.
Work your way
Audit Trail
Track who changed what, when, why, and from which source.
Handle complex workflows without the chaos.
Adapts to shifting priorities and real workflows — keeping projects aligned, teams accountable, and decisions clear.
Dynamic Workload Balancing
Tasks are automatically distributed based on each member's bandwidth, so no one's overbooked or underused.
Context-Aware Task Views
Switch seamlessly between project views — from team-wide timelines to individual to-dos — all tied to real context.
Built-In Decision Intelligence
AI analyzes patterns in your team's workflows to recommend next actions, assign owners, and flag inefficiencies.
Collaborative Task Canvas
Each task has its own collaborative thread with notes, comments, and file sharing — no need to switch tools.
Enterprise-Ready Structure
From small teams to enterprise org charts, structure tasks across departments, assign roles, and maintain clarity.
Boost clarity, speed, and team flow.
Packed with thoughtful features that help teams stay aligned, avoid confusion, and move fast — without the chaos.
Zero Overlap Planning
Prevent task conflicts with built-in smart scheduling.
Click-to-Act Notifications
Act fast with alerts—no clutter or missed updates.
Offline-Ready Sync
Stay synced—updates auto-load once you're online.
Built-In Audit Trail
Track every edit and action with built-in transparency.
Smart Recurring Tasks
Automate with flexible task logic and helpful reminders.
Human-Centered Design
Built for clarity, ease, and real-world user needs and habits.
Blog
Insights and strategies to boost productivity, collaboration, and smarter task management.
Answers to help you get started faster.
Common questions about how Sinaxe works, who it's for, and what to expect.
No — Sinaxe builds around Excel rather than replacing it. We connect your existing spreadsheets to other systems, trace every number back to its source, and turn one-off calculations into a repeatable process.
Tax workflows of any complexity — multi-step calculations, regulatory checks, and filings.
No. The AI assists — surfacing information, suggesting next steps, and pulling together what's useful — but the judgment calls stay with your team.
Yes, highly. The visual builder makes it straightforward to put one together yourself.
A working test automation of one of your workflows, plus a free quote for building out the rest.
No — it works for firms of any size, small, medium, or large, as long as there's a team and a budget behind the project.
Ready to simplify your team's workflow?
Book a demo to see how Taskos helps teams move faster and work smarter.
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