Create account
Users create a TaxVayda account and begin building a secure tax profile in the app.
How It Works
From account creation to tax planning moves.
TaxVayda is designed to help users understand their tax picture throughout the year, not just after tax forms arrive.
Upload or connect
Users can manually upload tax documents or connect financial accounts with explicit permission.
Analyze tax profile
TaxVayda reviews income, withholding, deductions, assets, account activity, and user-provided tax context.
Receive planning moves
Users receive personalized planning moves, reminders, and alerts before year-end decisions pass.
Ciana Rose
Your AI tax planning assistant.
Ciana Rose helps translate tax data into practical next steps: what changed, what may be missing, what could affect withholding, and what to consider before filing season.
TaxVayda can surface opportunities and reminders, but outcomes depend on each user's facts and applicable tax rules.
Users can export or review organized tax context for future advisor, preparer, or filing workflows.