Powerful Features, Simple Experience
See how Upstaxx transforms your tax strategy with AI-powered insights and intuitive tools.
For everyone who earns money.
W-2, 1099, or both — these tools find what you're missing.
Other platforms do one thing.
Upstaxx does all of it.
| Feature | Upstaxx | Keeper | Instead | TurboTax |
|---|---|---|---|---|
| AI Strategy Engine | 350+ | Limited | ||
| Tax Credits Scanner | 63+ | Basic | ||
| Expense Tracking | Uptrack | |||
| Mileage Tracking | Milestack | |||
| Automated Bookkeeping | Bookstack | |||
| AI Financial Advisor | Mr. Green | Basic | ||
| Tax Filing | Free (annual) | $89+ | Free | $69–$219 |
| Professional Review | $99–$199 | $169–$389 | ||
| S-Corp / LLC Modeling | ||||
| Adaptive Dashboard | ||||
| Bank Integration | Plaid | Plaid |
Feature comparison based on publicly available information as of February 2026. Visit each platform for current details.
How It Works
From bank connection to building wealth in 4 simple steps.
Connect
Link your bank accounts securely with Plaid. We pull your transactions automatically.
Discover
Our AI analyzes your income, expenses, and situation to find every strategy you qualify for.
Fill
Generate pre-filled IRS tax forms with your data. Download and file with confidence.
Build
See how your savings compound into wealth. We show you exactly where to invest.
Built For Every American Worker
Whether you're a W-2 employee, driving for Uber, freelancing on the side, or running your own business — we've got strategies designed for your situation.
W-2 Employees
Full-time workers, salaried professionals
- Maximize retirement contributions
- Claim all eligible credits
- Optimize withholdings
Typical Savings
$2K-10K/yr
Gig Workers
Uber, Lyft, DoorDash, Instacart drivers
- Maximize mileage deductions
- Track expenses automatically
- File in 15 minutes
Typical Savings
$5K-15K/yr
Freelancers & Side Hustlers
Consultants, contractors, creators
- S-Corp election guidance
- Solo 401(k) setup
- Quarterly tax estimates
Typical Savings
$15K-50K/yr
Real Estate Investors
Landlords, flippers, STR hosts
- Cost segregation analysis
- REPS qualification
- 1031 exchange planning
Typical Savings
$50K-200K+/yr
Small Business Owners
S-Corps, LLCs, partnerships
- Entity optimization
- Hire your kids strategy
- Advanced retirement plans
Typical Savings
$25K-100K+/yr
Stack More.
Keep More.
Find out what you've been missing. 60 seconds to sign up. No credit card.
We watch your money so you don't have to.