INCREASE 10x Prep Efficiency — zero overtime

Automate document collection and extraction in your tax software.

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40%

Time Spent on Paperwork

CPAs spend 40% of their time on paperwork (SOURCE: ICPA)

The Vicious Cycle

Chasing documents leads to errors and burnout

We're here for you!

The Solution

TXF solves it in minutes—no extra hires required

See TXF in 60 seconds

Watch how TXF extracts client data instantly—no manual entry needed

Protection built for sensitive financial data

SOC 2 Type II, ISO 27001, and ISO 27017 certified

U.S based processing

Bank-level encryption

Role-based access control

How it works

STEP 1

Portal access

We'll take care of gathering the documents for you

-40% manual entry

STEP 2

AI extraction

Automated data extraction in minutes

-4 hrs/week

STEP 3

Software Integration

Do a final check and Export directly to Drake, TaxAct, Lacerte, and more

10-minute setup

Schedule a demo

Ready to transform your tax practice?

Join forward-thinking firms already using TXF Intelligence to prepare returns faster and more accurately than ever before.

Discover how much time and money
you can save with us

Enter your avg returns per month

With TXF Intelligence

Hours Saved

90

Est Value Saved

100,000

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

Compare
Tax Prep options

With TXF Intelligence

Seasonal Temps

Freelancers

Traditional Software

Accuracy

99.8%

85-90%

Variable

90-95%

Speed

5-minute AI extraction

3-4 hours per return

1-2 hours per return

Manual data entry

Security

SOC 2 Type II Certified

Limited controls

No guarantees

Varies by vendor

Setup Time

10 minutes

Weeks (hiring)

Days (onboarding)

Hours to days

Cost per Return

Pay-as-you-go

$$$$ (Full salary)

$$$ (Hourly rates)

$$ (Annual license)

Questions & answers

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.