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Streamline your tax preparation by automatically extracting, validating, and organizing client tax data.
1
Clients upload files to a secure portal, and TXF organizes them automatically.
Reminders keep clients on track—no more missing documents.
2
TXF extracts key tax data from PDFs, images, and spreadsheets.
Accuracy safeguards highlight discrepancies for easy review.
3
Verify extracted data with instant side-by-side comparisons.
Export directly into your tax software—ready to file.
Traditional
With TXF
Time
3-4 hours per return
5-minute AI extraction
Data
Manually retyping data
No manual data entry
Review
Multi-step
One streamlined
Costs
Hiring seasonal staff
60% reduction in labor costs
Collection
Clients forget to send docs
Automated document collection
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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.
Unlike expensive enterprise tax automation tools, TXF is designed for firms like yours.
Trusted AI, trained on 100,000+ tax returns
AI model reviewed & validated by CPAs
Updated for every tax law change
Affordable, pay-as-you-go pricing
Does the platform integrate with our existing account software (e.g. CCH Axcess or UltraTax)?
How secure is your document storage?
How does the client know what to upload?
How does the platform handle incomplete or missing client documentation?