7700 Little River Turnpike Suite 206, Annandale, VA 22003
7700 Little River Turnpike Suite 206, Annandale, VA 22003
NovaTax is an all-in-one management platform built exclusively for tax, bookkeeping and accounting firms. From client intake to AI-powered bank statement processing, automated P&L reporting, W-9 & 1099-NEC generation, and integrated SMS/WhatsApp campaigns — everything your firm needs, in one place.
100% cloud-based, accessible from any browser, no additional software required. Designed for firms that want to scale operations without scaling headcount.
AI-powered bank statement processing
Automated P&L: monthly, quarterly, annual
W-9 & 1099-NEC PDF generation
SMS & WhatsApp Business campaigns
Full audit log: every action, every user
Granular role-based permissions
Client files, appointments, payment history and tax year records spread across spreadsheets and sticky notes. NovaTax centralizes everything in one searchable profile.
Staff spending hours keying in transactions. NovaTax's AI reads PDF bank statements, extracts and categorizes every transaction automatically.
W-9 and 1099-NEC forms typed one by one. NovaTax generates official, downloadable PDFs for all your contractors in seconds — accurate every time.
Chasing clients by phone or personal WhatsApp. NovaTax integrates SMS mass campaigns and WhatsApp Business with full conversation history via Twilio.
Full digital profiles with tax-year history, appointment scheduling, payment records and a follow-up pipeline for every client.
Multiple bank accounts per company, fiscal-year management, automatic P&L reports and full financial history at a glance.
Upload a PDF bank statement and let the AI extract, categorize and reconcile every transaction. What used to take hours now takes seconds.
Monthly, annual and quarterly P&L auto-generated. Category table across 12 months. One-click PDF report export for any period.
Contractor database with instant generation of official W-9 and 1099-NEC PDF forms — accurate, compliant and downloadable in seconds.
Mass SMS campaigns and integrated WhatsApp Business chat via Twilio. Full conversation history per client. Never lose a message again.
Four roles — Employee, Receptionist, Manager, Super Admin — with granular permissions per function. Each user sees only what they need.
Super admin panel with monthly revenue by type and collection status. Real-time visibility into the firm's financial performance.
Every action recorded with timestamp, user, IP and device. Full login history. Complete traceability for compliance and accountability.
Schedule a personalized demo and see NovaTax live — tailored to your firm, your workflow, your brand.
