CPAs spend 40% of their time on paperwork (SOURCE: ICPA)
Chasing documents leads to errors and burnout
TXF solves it in minutes—no extra hires required
Watch how TXF extracts client data instantly—no manual entry needed
SOC 2 Type II, ISO 27001, and ISO 27017 certified
U.S based processing
Bank-level encryption
Role-based access control
We'll take care of gathering the documents for you
Automated data extraction in minutes
Do a final check and Export directly to Drake, TaxAct, Lacerte, and more
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Ready to transform your tax practice?
Join forward-thinking firms already using TXF Intelligence to prepare returns faster and more accurately than ever before.
Generative AI can level the playing field between smaller and larger firms by providing smaller firms with tools that traditionally required significant investment in human resources and technology.- Jennifer Wood, Partner at Bonadio Group
TXF has revolutionized our workflow efficiency, reducing manual data entry by 75% and allowing our team to focus on higher-value advisory services for our clients.- Michael Chen, CPA at Sterling Financial
The integration capabilities with our existing tax software made implementation seamless. Our clients love the faster turnaround times and increased accuracy.- Sarah Martinez, Managing Partner at TaxPro Solutions
Yes, TXF Intelligence seamlessly integrates with popular tax software including UltraTax, Lacerte, ProSeries, and Drake. Our platform extracts data and formats it for direct import into your preferred software, eliminating manual data entry and reducing errors.
We maintain the highest security standards with SOC 2 Type II certification. All documents are encrypted in transit and at rest using AES-256 encryption. We employ multi-factor authentication, regular security audits, and comply with industry best practices for data protection.
Our intelligent platform provides clear, personalized guidance to clients about required documents. Based on their tax situation, we generate customized checklists and send automated reminders. The system also recognizes document types upon upload and confirms receipt of required items.
TXF Intelligence automatically identifies missing or incomplete documents and generates specific follow-up requests. The system tracks document completeness, sends targeted reminders to clients, and provides preparers with clear visibility into what's pending to ensure nothing falls through the cracks.
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Ready to transform your tax practice?
Join forward-thinking firms already using TXF Intelligence to prepare returns faster and more accurately than ever before.