Your back office, by text. Six AI agents book expenses, chase invoices, track time, mileage, and deadlines — text "spent $40 on gas" and it's on your Schedule C. Snap photos of receipts and W-2s. Come tax time, your books become your return: short Q&A, review every line, sign with your PIN, and we e-file with the IRS as an authorized provider — then text you when you're accepted. No shoebox. No April panic.
Launching Toozi tomorrow solo bootstrapped founder with deep tax experience, first SMS-first tax tool with direct IRS e-file. Any launch-day advice from folks who ve done this?
Hi PH 👋
Self-employed people don't have a tax problem in April. They have one all year: receipts in a shoebox, invoices scattered across three apps, and questions Google only answers in legalese. So we built a tax pro that lives where you already are — your text messages. Snap a receipt, send an invoice, ask a messy question and get a plain-English answer. Everything runs over SMS, with a desktop view when you want the full picture.
New for this launch: filing. Federal Schedule C e-file — we're an IRS-authorized e-file provider — in time for the Oct 15 extension deadline. California and Georgia state returns are in certification now and land next.
Don't want a walkthrough? Drive it yourself, no signup: toozitax.app/demo — try "file my taxes."
For the technically curious: every text lands with an AI dispatcher (built on Claudette) that reads the full conversation — not just your last message — and routes it to the right specialist agent:
🧾 Tax agent — logs income and expenses, tracks mileage, and runs a full e-file interview over text. Snap a receipt: extracted, categorized against Schedule C, matched to your bank feed. Snap your W-2: wages and withholding land on your return — after you confirm what it read.
💸 Payments agent — invoices, "got paid $500," Stripe payouts
📅 Bills agent — subscriptions, due dates, budget checks
⏱️ Time agent — "worked 3 hours for Cory Paint" → logged
🏛️ Compliance agent — licenses, registrations, filing deadlines
🏦 Connections agent — bank sync via Plaid (your credentials never touch us)
Because the dispatcher sees context, "yes" means something: reply "yes" to "want me to send that invoice?" and the payments agent finishes the job. Answer the tax interview question by question between clients. The agents share one brain — your books — so the return waiting at the end was built from data you logged all year.
When it's time to file: one secure login to review your complete return and sign with your PIN. The signature never happens over SMS, by design — we won't even text you a signing link. Then the acknowledgment flows back automatically and you get the text everyone wants: "The IRS accepted your return."
Launch offer: 14 days of full access, free — and filing your federal return is always free.
We'll be in the thread all day. Ask us anything, including the weird ones — those are our favorite.
— the Toozi team