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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

AlphaPoint is a global financial technology company providing digital asset infrastructure to power the next generation of exchanges, brokerages, payment networks, and banking. Our full-suite products provide trusted, secure, scalable, and customizable solutions for trading, payments, lending, custody, and more.

Description

AlphaTax is a sophisticated tax optimization tool powered by artificial intelligence, designed to categorize transactions and uncover deductible expenses with precision. This innovative system evaluates financial statements while ensuring accuracy through intelligent deduplication, facilitating effective tax planning. Users benefit from real-time tracking of income and expenses, with the software automatically categorizing expenditures for convenience. Its AI-driven tax strategy engine tailors personalized approaches to minimize tax liability, allowing users to model scenarios based on over 25 distinct strategies and providing immediate impact analysis. Additionally, AlphaTax features a 24/7 AI assistant named Alex, equipped with contextual intelligence to assist users in navigating their tax profiles, income streams, expenses, strategies, and relevant IRS regulations. The platform also incorporates a variety of additional tools, including mileage and vehicle tracking, budget planners, savings growth planners, retirement planning resources, and options for self-filing or preparing CPA-ready exports. With AlphaTax, financial savvy converges with superior tax management, empowering users to take control of their financial futures with confidence. Overall, the software stands as a comprehensive solution for individuals and businesses alike, ensuring a streamlined approach to tax optimization and financial planning.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

Acuant Yes 
Auth0 Yes 
Binance Yes 
BitGo Yes 
Bitkub Yes 
Chainalysis Yes 
Crypto.com Yes 
Elliptic Yes 
FalconX Yes 
Fireblocks Yes 
HTX Yes 
Jumio Yes 
Kraken Yes 
Ledger Yes 
OKX Yes 
Okta Yes 
SendGrid Yes 
Sumsub Yes 
Trezor Yes 

Integrations

Acuant No 
Auth0 No 
Binance No 
BitGo No 
Bitkub No 
Chainalysis No 
Crypto.com No 
Elliptic No 
FalconX No 
Fireblocks No 
HTX No 
Jumio No 
Kraken No 
Ledger No 
OKX No 
Okta No 
SendGrid No 
Sumsub No 
Trezor No 

Pricing Details

Book a demo for additional information
Free Trial No 
Free Version No 

Pricing Details

$14/month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App No 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

AlphaPoint

Founded

2013

Country

United States

Website

alphapoint.com/products/

Vendor Details

Company Name

AlphaTax

Founded

2025

Country

United States

Website

getalphatax.com

Product Features

Currency Exchange

Analytical Reporting No 
Client Management No 
Custom Account Statements No 
Data Backup Scheduling No 
For Money Exchanges No 
Margin Management No 
Market Data Access No 
Position Management No 
Real Time Currency Quotes No 
Real Time Tracking No 
Transaction Management No 

Payment Gateways

ACH / eCheck support No 
Buyer Authentication No 
Credit / Debit Support No 
Customer Information Storage No 
Fraud Prevention No 
Invoicing No 
Multi-Currency No 
PCI Compliance No 
Point-of-Sale (POS) No 
Recurring Billing / Subscriptions No 
Reporting / Analytics No 

Product Features

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