Texas-based financial technology company DynaTax AI has rolled out an AI-powered bookkeeping and tax support platform for small business owners in the US.

The company noted that the platform is designed to help users organise financial transactions and manage receipts and tax documents. The user can also access plain-English tax guidance through an integrated AI assistant.

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According to the DynaTax AI, the service is intended to reduce tax-related stress, strengthen compliance confidence and save time for business owners throughout the year.

Some of the key tools included in the platform are AI-led transaction categorisation, smart document handling and mobile-friendly access. The conversational tax guidance is also tailored to benefit freelancers, truck drivers, realtors, contractors and small enterprises.

DynaTax AI founder Chau Tran said: “Small business owners don’t need more complicated software – they need clarity and confidence.

“DynaTax AI acts as a financial co-pilot, helping users understand their numbers and prepare for tax season more effectively.”

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For tax practitioners, DynaTax AI is offering an AI Tax Research Assistant that provides instant responses to complex tax queries, explanations of Internal Revenue Service regulations and references to relevant sections of the tax code, using AI trained on the US tax law.

The company has also outlined a road map for a forthcoming Pro Firm Subscription aimed at certified public accountants, enrolled agents and other tax professionals. Planned features under this subscription include a Firm Management Suite, which is expected to be launched next month.

This will be followed by a Professional Marketplace in April 2026 to enable verified tax professionals to connect with clients seeking tax services.