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Faster returns,
less manual work
with TXF Intelligence

Streamline your tax preparation by automatically extracting, validating, and organizing client tax data.

How it works

1

Smart document collection

Clients upload files to a secure portal, and TXF organizes them automatically.

Reminders keep clients on track—no more missing documents.

2

AI-powered data extraction

TXF extracts key tax data from PDFs, images, and spreadsheets.

Accuracy safeguards highlight discrepancies for easy review.

3

Seamless review & export

Verify extracted data with instant side-by-side comparisons.

Export directly into your tax software—ready to file.

How TXF  transforms your workflow

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

Sign up for waitlist

Ready to transform your tax practice?

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

Built for Small Firms, backed by experience

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

Enterprise-Grade Security

SOC 2 Type II certified

Your data stays private

U.S.-based processing

Eliminate 7216 consent

Bank-level encryption

Secure document storage

Role-based access control

Keep your data safe

Questions & Answers

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?

Ready to transform your tax practice?

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