QX Global Group Launches QX TaxReady for US CPA Firms

QX Global Group, the business process management provider, launched QX TaxReady in the United States on November 4, 2026, a managed service that pairs agentic AI with more than 500 tax specialists to prepare returns for CPA firms at an agreed price per return.

The service arrives as firms decide how to staff the 2027 filing season. QX says the product covers simple, complex and business returns, including all federal returns for individual taxpayers, and that no separate software licence is needed. For practice managers, the choice is between hiring, traditional offshore preparation, a software tool, or a service that bundles all three.

QX Global Group also introduced TaxReady to UK accounting and tax firms in September. The US version runs on country-specific tax AI, and state coverage is still being built, starting with some of the major states.

How QX Global Group’s TaxReady process works

The firm sends client documents to QX. QX’s ROBO1040 AI then handles the repeatable preparation work, which the company defines as document intake, data extraction and working paper population.

A QX preparer validates the information, resolves exceptions and prepares the return itself. A senior reviewer then performs a quality check on every return. The finished return goes back to the CPA firm for its own final review and signature.

Where the firm’s tax software is compatible, the AI uses existing integrations to cut turnaround times. Where it is not, the service runs without integration. Where automation does not cover a piece of software, a state or a form, the QX team handles the gap by hand.

“TaxReady ends that trade-off. AI does the heavy lifting, our people check every return, and the price stays the same in October and on April 15.”

Vijay Pahuja, Chief Executive, QX Global Group

Pahuja framed the product against three options he said US firms have been stuck with. In-house work leaves staff burnt out and capacity exhausted at the peak. Traditional outsourcing brings creeping prices and billing that is hard to follow. A pure AI tool is fast, but nobody is accountable when it gets something wrong.

What QX Global Group charges and claims

Pricing is per return and negotiated with each firm. Talent, automation, management, quality checks and infrastructure sit inside that figure. QX has not published a rate card.

“The rate depends on the type of return, i.e., simple or complex, and we agree it with each firm up front,” said Vishal Kurani, vice president of brand communications and marketing at QX Global Group.

“It isn’t the AI on its own, it’s the combination. The AI takes on the repeatable work: document intake, data extraction and working paper population.”

Vishal Kurani, Vice President of Brand Communications and Marketing, QX Global Group

QX said average handling time per return has been 40% to 50% lower than with manual preparation in early deployments. It also said preparation costs are more than 50% lower than with traditional outsourcing.

Those figures come from QX’s own deployments. The announcement does not name a US customer, a pilot firm, the number of returns processed or the baseline used for comparison. Firms evaluating the service should ask for all four, along with error and rework rates by return type.

Who prepares the return, and where

The announcement says the reviewers are QX’s own specialists. It does not say where they are based. QX Global Group describes a footprint across the UK, the US, India and other delivery locations, with more than 3,000 staff in eight countries.

Location decides the compliance work. Under Treasury regulation 301.7216-3, a US preparer needs the taxpayer’s signed, dated consent before disclosing return information to another preparer. For Form 1040 filers, consent to send a Social Security number to a preparer outside the US is generally unavailable. The regulation allows it only with an adequate data protection safeguard defined in IRS guidance. Otherwise the number must be redacted or masked first.

That makes document handling the first question for a firm. If preparers sit offshore, the firm must decide how it masks identifiers, and whether QX’s workflow works with masked data. The firm’s engagement letters and consent forms must name the recipient and the purpose before any file moves. The tax season engagement and consent kit covers the client-facing side of that paperwork.

Security checks before sending client files

QX lists ISO/IEC 27001 for information security and ISO/IEC 27701 for privacy information management on its website. A SOC 2 report is not among the certifications it lists there. Firms that require one should ask QX directly for the report and its scope.

The obligations stay with the CPA firm whichever provider it uses. The IRS expects tax professionals to keep a written information security plan, as set out in IRS Publication 4557. A third-party preparer is a service provider that plan must cover, so the firm’s WISP should record the vendor, what data it receives, how it is transmitted and how it is deleted. The WISP kit gives firms a starting template.

The signing preparer also remains responsible for the return. Because QX sends completed returns back for the firm’s final review and signature, the firm files through its own IRS e-file set-up. Reviewing a QX return is the firm’s work, and it is not delegated to the vendor.

How QX Global Group compares with rival options

The closest comparison is software, not services. Black Ore sells Tax Autopilot, which automates return preparation inside the firm. Thomson Reuters CoCounsel for Tax and Accounting adds an AI assistant to research and workflow. In both cases the firm’s own staff operate the tool and carry the volume.

QX TaxReady takes the opposite approach. The firm buys finished returns, and QX staffs the work. That suits practices with a capacity problem more than a tooling problem, and it differs from a software licence in how cost behaves. A tool costs the same whether a firm files 200 returns or 2,000. A per-return service scales with volume, which is why Pahuja’s fixed-price pitch matters.

Traditional offshore preparation providers, such as Accounting Tax Consulting, also sell by return or by hour. QX’s argument is that its AI intake cuts the hours that drive their price. Whether that holds depends on the rate QX quotes, and firms should price the same 50 returns with each provider before committing.

Accountability is the other axis. The AICPA has set up a tax risk group on AI to look at what AI means for CPA duties. A human preparer and a senior reviewer on every return answer that concern better than an unreviewed AI draft. They do not remove the signing CPA’s duty of care.

What comes next for QX Global Group

Kurani said state coverage is a work in progress. Firms with clients in several states should ask which state returns the ROBO1040 handles and which fall to manual preparation, because that split affects both turnaround and cost.

The first test is the 2027 filing season, which opens in January. Firms weighing a pilot should agree the per-return rate, the consent wording, the data location and the QX security reports in writing before the first client file leaves the office.