NovaTax
Integrated management software for tax, bookkeeping and accounting firms — with artificial intelligence.
In production with DMV firms. Processes statements with AI, automates W-9 and 1099-NEC, manages your client portfolio and payroll — all in a single multi-tenant platform.
6.7x
ROI from month one
240h
Saved/mo vs manual
9
Integrated modules
DMV
In production today
Included modules
Everything your firm needs, without plugins or expensive integrations.
Client management
Complete database, per fiscal year history, follow-up pipeline, appointments and received payments.
Company management
Profiles with multiple bank accounts, fiscal year management and automatic P&L reports.
AI-powered statements
Bank PDF upload, automatic processing, transaction extraction and categorization.
Automatic bookkeeping
Monthly, annual and quarterly P&L. 12-month category table. PDF report generation.
W-9 and 1099-NEC
Contractor registry, W-9 and 1099-NEC form generation as official downloadable PDFs.
SMS and WhatsApp
Bulk SMS campaigns and integrated WhatsApp Business chat via Twilio with full history.
User roles
Employee, receptionist, manager and super admin. Granular per-function permissions.
Revenue Dashboard
Super admin panel with platform revenue by month, type and billing status.
Full audit log
Log of all system actions and sign-in records with IP and device.
What you save each month
Replaces 240+ hours of human work every month.
Today your team processes bank statements and forms manually. That eats hours that NovaTax automates with AI.
Current manual process
~$6,000
per month ($25/hr loaded)
240 hrs/mo processing statements, categorization, W-9s and 1099s.
With NovaTax
~$889
per month (all-in)
5 hrs of supervision and corrections. The firm reclaims ~240 hrs/mo.
Return: 6.7× from month one. The one-time license is recovered before the first month of operation.
Inside the system
This is what NovaTax looks like actually running.
NovaTax · Pipeline de Empresas
Each company moves through stages — from prospect to active bookkeeping.
NovaTax · Bookkeeping 2026
Total income
$1,643,945
Total expenses
$1,133,512
Double-entry bookkeeping generates itself from imported transactions.
NovaTax · Invoicing
Invoiced
$12,400
Collected
$9,800
Pending
$2,100
Overdue
$500
You know exactly who owes you and for how long — no spreadsheets.
Investment
One-time license + fixed maintenance + usage-based fees.
License (one-time)
$5,000
Setup, initial configuration, team onboarding and platform branding for your firm.
Monthly maintenance
$450 / mo
Hosting, security, ongoing updates and technical support. Cancelable with 30 days notice.
Usage-based charges — billed monthly on actual usage
| Service | Cost per unit |
|---|---|
| Personal account statement | $30.00 |
| Business account statement | $15.00 |
| W-9 form | $3.00 |
| 1099-NEC form | $8.00 |
Example monthly bill
Typical DMV firm with regular activity.
Monthly maintenance | $450.00 |
Personal statements 5 × $30.00 | $150.00 |
Business statements 15 × $15.00 | $225.00 |
W-9 forms 8 × $3.00 | $24.00 |
1099-NEC forms 5 × $8.00 | $40.00 |
| Estimated monthly total | $889.00 |
Real margin
How much of what you charge clients actually stays as margin?
Today each business you serve at $200/mo barely covers the manual work cost, or loses money on complex accounts. With NovaTax, every client you sign becomes real margin.
What you charge / mo
$200
Cost with NovaTax
~$25
Real margin per client
$175
For every $1 you charge, ~$0.88 stays with you. Multiplied by 250 businesses, that's ~$44,750/mo currently draining into human hours instead of your bottom line.
Comparison
NovaTax vs. what you're likely using today.
| Feature | QuickBooks + Add-ons | Excel + manual | NovaTax |
|---|---|---|---|
| AI statement processing | ✗ ($25/user) | ✗ | ✓ |
| Official W-9 and 1099-NEC | ✗ extra | ✗ | ✓ |
| Multi-tenant (multiple firms) | ✗ | ✗ | ✓ |
| Integrated WhatsApp Business | ✗ | ✗ | ✓ |
| Full audit log | limitado | ✗ | ✓ |
| Approx. monthly cost | $200 – $400 | $150 – $300 | $450 + uso |
Frequently asked
What firm owners ask before migrating.
- How many clients can a firm handle in NovaTax?
- No technical cap. The firms running in production today in the DMV range from 40 to 200+ active clients. The platform scales horizontally — more clients don't slow down processing because each firm works in its own isolated tenant.
- Does it integrate with QuickBooks or replace it?
- NovaTax is a replacement, not an integration. It is designed for firms losing hours on manual data entry from bank statement PDFs — NovaTax does that work with AI in seconds. We assist the migration from QuickBooks or Excel as part of onboarding.
- How does the AI process statements?
- You upload the client's bank statement PDF and the AI extracts every transaction, categorizes it against your chart of accounts, and builds the monthly P&L. You review and approve. In a typical firm this goes from 4 manual hours per client to 20 minutes of review.
- How much does it cost?
- From $450/month per firm. Price scales with the number of active clients and the modules you use (bookkeeping + payroll + SMS/WhatsApp). No per-transaction or per-statement fees — subscription, not consumption billing.
- Is my clients' data secure?
- Each firm runs in its own isolated tenant. Hosting with encryption at rest and in transit (TLS 1.3), daily automatic backups with 30-day retention, and granular roles (employee / receptionist / manager / super admin) with an audit log of every action.
- How long does migrating my firm take?
- Standard onboarding is 4 weeks: week 1 tenant setup + chart of accounts, week 2 active client migration, week 3 first statements processed in parallel with your old system, week 4 cutover. Firms under 50 clients can close in 2–3 weeks.
Want a demo with your team?
We show you the system with real (anonymized) data, answer technical questions, and put together a 4-week implementation plan.