Town simplifies tax season by automating data entry and document management for businesses. It connects with financial tools like QuickBooks to pull data, collect documents, and track taxes, all through a secure platform where clients can upload, view, and share files with their advisors. Town combines artificial intelligence with human expertise to support tax advisors, helping them deliver personalized guidance while reducing time spent on paperwork. The platform differentiates itself by integrating with popular financial tools, offering streamlined collaboration between clients and advisors, and focusing on automating repetitive tasks to free up specialists for high-value work. The goal is to improve efficiency, accuracy, and client satisfaction in tax services while strengthening advisor-client relationships.
Company Size
51-200
Company Stage
Series B
Total Funding
$181M
Headquarters
San Francisco, California
Founded
2024
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