Your financial world.
Understood.
- Private by default
- Every figure sourced
- Nothing acts without you
Calm, private, and always explainable.
PromptTax reduces tax stress without taking hidden actions on your behalf.
PromptTax runs entirely on your computer. It never silently syncs your documents, files on its own, or invents financial facts. Nothing leaves your desktop without your permission, and every conclusion stays traceable to its source.
It already
knows.
You never have to tell PromptTax when a new document arrives. It watches the folders you choose, reading, classifying, and updating your financial memory the moment anything changes — all on your machine.
PromptTax quietly observes the financial world you point it to, remembers what matters, explains every recommendation with evidence, and prepares your taxes when you need it.
Not just answers.
It prepares.
PromptTax does not stop at insights. Ask it to generate every partner's Schedule K-1, produce a CPA-ready package, or draft your BOIR filing — then watch it prepare the work line by line, with evidence.
Ask PromptTax to generate Schedule K-1s for all 7 partners of ABC Holdings LLC. It reads the partnership return, allocates income, deductions, and credits per ownership percentage, and outputs a complete, IRS-ready K-1 for each partner.
Built to earn your trust.
Every recommendation is backed by your own documents, explained clearly, and always stays under your control.
Nothing leaves your computer without permission
PromptTax works from your own Financial Vault and only accesses the folders you choose. Your data stays on your desktop.
You stay in control
PromptTax prepares, explains, and recommends. You decide what gets sent, filed, shared, or approved.
Every recommendation explains itself
Click Why? to see the document, the calculation, the IRS guidance, and the reasoning behind every suggestion.
Bring your own intelligence.
Local or cloud — you decide.
PromptTax never locks you into one model or sends your documents to a black box. Run everything offline on your own machine, or connect a provider you already trust.
Local models with Ollama
Install Ollama and run open models entirely on your computer. No internet, no API key, and no data leaving your desktop — ideal for your most sensitive returns.
Bring your own API key
Prefer a frontier model? Paste your own OpenAI, Anthropic, or compatible key. PromptTax uses it directly, and your key and usage stay under your control.
Local vs cloud, made clear
Local models keep every document on-device. Cloud models send only the text needed to answer a question — and PromptTax always shows which mode is active before anything leaves your machine.
Run PromptTax locally, with intelligence you control.
The desktop experience is being rolled out carefully. Your vault stays local, agent activity stays bounded, and cloud sync remains optional.
No silent document export. No autonomous filing. No hidden background actions outside the product flow. PromptTax can observe, explain, and prepare — but sensitive actions remain visible and controlled.
“I run a dozen entities. Tax season used to start with three weeks of sorting PDFs. Now my vault is organized before I finish my coffee.”
“It cross-referenced every K-1 and showed me exactly why my income moved year over year — with the source page for each number.”
“Local-first was non-negotiable for me. My financial data never leaves my machine, and the answers still cite their evidence.”
“The thing I trust most is that it tells me when it does not know. No invented deductions, no guessed totals.”