Perfect for small practices getting started


INCREASE
10x
Prep Efficiency
— zero overtime
Time Spent on Paperwork
CPAs spend 40% of their time on paperwork (SOURCE: ICPA)
The Vicious Cycle
Chasing documents leads to errors and burnout
The Solution
TXF solves it in minutes—no extra hires required
How it works
Upload your documents
We'll take care of gathering the documents for you
AI extracts & organizes
Automated data extraction in minutes
Review & File
Do a final check and Export directly to Drake, ProConnect and more
See TXF in 60 seconds
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
Simple, transparent pricing
Choose the annual plan that fits your firm's needs — no hidden fees, no surprises.
Ideal for growing firms
Best value for established practices
What is a credit?
A credit is triggered only on the first document uploaded per client folder. You can upload as many additional documents to a folder at no extra charge.
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
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
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Questions & answers
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.
Ready to transform your tax practice?
Join forward-thinking firms already using TXF Intelligence to prepare returns faster and more accurately than ever before.