Complete a year of books in 25 minutes
AI-powered bookkeeping for tax preparers. A tax-basis ledger that maps directly to IRS forms—what you categorize is what you file.
Book a Demo
Days → Minutes
Time to complete a year of books
$12,000
Avg. tax savings per client
10x
Faster than traditional bookkeeping
Tax preparers spend days per client on bookkeeping
Manual categorization. Converting to tax-basis. Retyping into forms. Missing deductions. Traditional tools were built for year-round accountants—not tax preparers handling clients in weeks.
Start in minutes, not weeks
Connect
Link bank accounts from 12,000+ banks. Transactions import automatically—up to 24 months.
Review
AI categorizes to tax-basis accounts. Confidence scores show what needs review. Approve or adjust.
Download
Generate reports anytime. Download tax-ready Balance Sheet, Profit & Loss, and Trial Balance.
A ledger built for tax forms
Chart of Accounts maps directly to IRS form lines. No converting to tax-basis. No guessing. What you categorize is what you file.
- Organized by tax form (Schedule C, 1065, 1120-S)
- Subaccounts roll up automatically
- Enables high-accuracy AI categorization
One year categorized in minutes
Tax-basis structure enables high-accuracy categorization from day one. No rules. No training. Focus on exceptions, not everything.
- High-accuracy categorization—no setup
- Confidence scores show what needs review
- Import up to 24 months of history
Tax Planning as transactions happen
Stop discovering liabilities at year-end. Opportunities surface in real-time—S-corp elections, retirement, vehicle deductions. Clients save $12,000/year.
- Real-time opportunity detection
- Generate reports anytime, not just year-end
- Insights Reports in plain language (EN/ES)
No more guessing. Just ask.
Your intelligent bookkeeping assistant. Ask about any client, get tax answers, and take action—all from a simple chat. Fully integrated. Always in control.
- Ask about specific clients or transactions
- Get answers to general tax and bookkeeping questions
- Get Tax Planning recommendations instantly
- Take action on your behalf—seamlessly
Propio AI
Your intelligent assistant
What deductions is Maria's Bakery missing?
I found 3 potential deductions: Home office ($4,200), Vehicle expenses ($2,800), and Equipment depreciation ($1,500). Total savings: $8,500.
Apply the vehicle deduction
Done! I categorized 47 transactions as vehicle expenses and updated the Tax Planning report.
12,000+ Native Integrations
Connect to over 12,000 apps and financial institutions. Plug-and-play connectors sync data automatically—no manual imports, no copy-paste errors.
Loved by tax professionals
Propio has been a recent addition to our firm, but it's already making a big difference. The automation saves time, and their AI helps us communicate with clients in their preferred channels and languages.
Briana Rivas
Partner, TAK Group
Propio is absolutely fabulous! The industry is evolving, and we have to move with the times—I'm completely on board.
Angie Ward
Franchisee, Toro Taxes
Ready to give your clients more time back?
Join our partner program before tax season. Limited spots available for early access partners.
Book a Demo