UpTax, a product of Trinity Minds, Inc., brings together 15+ years of U.S. tax expertise, 15+ years of finance, operations and legal experience, and 17+ years of deep technology expertise to rethink how American firms prepare tax returns. With accuracy of up to 97.64%, UpTax

DELAWARE CITY, US — September 1, 2026 — The American tax profession is entering a new era. For decades, tax preparation software has helped professionals calculate returns, complete forms, manage workflows, and file electronically. Yet one of the most time-consuming parts of tax preparation has remained largely unchanged: manually extracting information from client documents and entering it into tax software.

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W-2s, 1099s, K-1s, brokerage statements, mortgage documents, prior-year returns, spreadsheets, PDFs, and supporting schedules can require professionals to spend hours extracting, entering, reconciling, and reviewing information.

UpTax was created to change that.

As tax firms look for the best tax prep software, the demand is moving beyond traditional calculation and filing tools. Modern firms want intelligent automation that can understand source documents, reduce repetitive data entry, and work alongside the systems they already use. That is where AI tax prep is beginning to transform the traditional tax preparation workflow.

From a Coffee-Shop Conversation to UpTax

The story began in September 2023, when three professionals—Karan Malhotra, Deepak Malhotra, and Ashish Meena—sat together at a coffee shop and discussed a problem they had experienced from different sides of the industry.

They asked a simple question: What if a tax professional could upload a client’s documents into one platform and have intelligent technology understand the information, prepare the return, and deliver the completed work directly into the tax software the firm already uses?

That conversation became the foundation of UpTax, developed by Trinity Minds, Inc.

The founders brought complementary expertise. Karan brought deep U.S. tax experience, Deepak brought finance, operations, cross-border and legal experience, while Ashish brought more than 17 years of technology, data, and machine-learning expertise.

Their goal was not to build another tax calculator or document-management system. It was to create AI tax prep software designed specifically for modern American CPA, Tax and Accounting Firms.

Turning Documents Into Tax Preparation

UpTax is designed around a straightforward workflow. A firm uploads client source documents into the platform, and its AI-powered document intelligence processes the information.

The technology is designed to identify relevant data, understand relationships between documents, reconcile figures, recognize potential inconsistencies, and prepare a return-ready draft.

The tax professional remains in control. Professionals can review the prepared work, apply their judgment, resolve exceptions, and control the final return.

The objective is not to replace tax professionals. Instead, UpTax is designed to automate repetitive preparation work so professionals can spend more time on review, strategy, client service, and decisions that require experience.

For firms searching for the best tax prep software for CPA firms, combining AI automation with professional oversight is increasingly important.

Built Around the Software Firms Already Use

Tax firms already depend on established technology, which is why UpTax follows an integration-focused approach. The platform supports connections with major tax preparation platforms, including Drake, ProSeries, ProConnect, Lacerte, UltraTax, CCH Axcess, TaxSlayer and MyTAXPrepOffice.

The vision is simple: upload the documents, let AI prepare the work, review the return, and move the completed information into the firm’s existing tax software.

This approach allows firms to introduce AI tax prep software into their workflow without completely replacing the systems their teams already know.

Experience Built Into the Product

Karan Malhotra, Co-Founder and CEO, is a qualified Chartered Accountant with more than 15 years of experience in U.S. compliance and taxation. He has worked closely with CPA networks across the United States and has extensive experience reviewing federal and state tax returns.

His experience has provided firsthand insight into the challenges tax professionals face every season, including missing information, incorrect classifications, inconsistencies, and issues requiring professional judgment.

Deepak Malhotra, Co-Founder and COO, brings more than 15 years of experience across U.S. compliance, taxation, finance, cross-border operations, business management, and legal considerations, along with a Master’s in Law and Finance. He has built and managed offshore teams supporting American tax and accounting practices and focuses on UpTax’s operational model, legal considerations, regulatory requirements, and business infrastructure.

Ashish Meena, Co-Founder and CTO, holds a Master’s degree in Technology from IIT Bombay and brings more than 17 years of experience building technology, data platforms, and applied machine-learning systems. He leads UpTax’s AI architecture, document intelligence, machine learning, integrations, and technology platform.

Together, the founders combine tax expertise, operational knowledge, legal thinking, and technology to build an AI-powered approach to tax preparation.

Accuracy With Professional Oversight

UpTax reports accuracy of up to 97.64% in its testing and processing environment.

For the company, accuracy involves more than simply reading numbers from documents. It means correctly identifying information, maintaining consistency across forms and schedules, reconciling figures, identifying discrepancies, and providing professionals with a reliable foundation for review.

AI-Powered Tax Preparation for 1040, 1120, 1120S & 1065 — Faster, Smarter & Built for Modern Tax Firms

The platform supports major U.S. tax workflows, including 1040, 1120, 1120-S, 1065, and 990, and is designed to integrate with leading tax preparation platforms used by American tax professionals.

By combining AI tax prep with integrations into established tax software, UpTax aims to simplify the journey from client documents to professional, review-ready tax work.

Is Tax Prep Software Free the Future?

When firms search for tax prep software free of repetitive manual work, they are often looking for more than a basic filing tool. Free tax preparation solutions may work for individual taxpayers with simple needs, but professional CPA and tax firms manage far more complex workflows.

They handle multiple clients, extensive source documents, business returns, supporting schedules, prior-year information, and professional review. They need technology designed around those realities.

Building a New Model for Tax Preparation

The founders believe the future of tax preparation will not be about AI replacing tax professionals. It will be about AI empowering them.

What began with three founders discussing an industry problem in a coffee shop in September 2023 has evolved into a mission to reduce repetitive work and give modern firms a more intelligent way to scale.

Karan brings U.S. tax expertise. Deepak brings finance, operations, legal, and regulatory discipline. Ashish brings advanced technology and AI expertise.

Together, they are building UpTax around one belief: the next generation of tax preparation should combine the judgment of experienced professionals with the intelligence, consistency, and scalability of AI.

About UpTax

UpTax is an AI-powered tax preparation platform developed by Trinity Minds, Inc. for U.S. CPA, Tax, Accounting and EA firms. Founded in 2023 by Karan Malhotra, Deepak Malhotra, and Ashish Meena, the company combines U.S. tax expertise, finance and operational experience, legal and regulatory thinking, document intelligence, artificial intelligence, and deep technology to modernize tax preparation.

The platform supports major U.S. tax workflows, including 1040, 1120, 1120-S, 1065, and 990, and is designed to integrate with leading tax preparation platforms used by American tax professionals.

UpTax — AI-powered tax preparation for modern American firms.

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UpTax | Trinity Minds, Inc.