— USE CASES

Built for complex financial lives.

Pick who you are. See exactly what PromptTax does for you today—and what's landing next. Everything below is real, deterministic, and evidence-backed, and the tool gets better every week.

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Multi-Entity Entrepreneur

Available today

Several LLCs, partnerships, an S-corp, real estate, brokerage and crypto — and multiple advisors.

The daily job

Keep one coherent picture of a sprawling financial world all year, not just at tax time.

What PromptTax does today

  • Cross-entity consolidation with real subtotals
  • Partner basis, depreciation, crypto 8949 and a live federal estimate
  • Financial Map of who owns what and what generates which form
  • Bank, broker & QuickBooks CSV import, columns auto-detected
  • Multi-year memory and "why did this change?"
  • Filing-ready package a CPA — yours or one from our marketplace — files for you

Coming soon

  • Live bank, broker & QuickBooks auto-sync
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Take control of your financial life.

Local-first, evidence-backed, and deterministic. Your data never leaves your machine.

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