TaxAutomate works alongside Box. Download client documents from your governed Box folders, bulk-upload to TaxAutomate, and save the organized output back under the same access controls and audit trail.
No connectors, no sync, no new portal for clients — just a clean loop
Pull the client's documents from their Box folder.
One batch per client. Organized workpapers and a completed return in about five minutes, flat $35 up to 10 pages.
Workpapers and the completed return return to the governed folder, inside your existing controls.
Firms on Box chose it for control. TaxAutomate keeps the control model intact — no standing connection into your content, just a clean out-and-back workflow that turns raw client uploads into review-ready returns.
What firms ask about TaxAutomate and Box
No, and we won't pretend it is. There's no API connection or background sync. You download documents from Box and upload them to TaxAutomate in bulk. That's deliberate — fewer connected systems touching SSNs.
Organized, bookmarked PDF workpapers and completed returns — entered directly into Drake or delivered ready for ProSeries if you use those, or as PDF workpapers for anything else. Drop the workpapers back into Box wherever your team already looks.
Flat $35 per return, covering up to 10 pages of source documents — that's 35 credits at $1 per credit, plus 1 credit per page after 10. Optional expert review adds 20 credits (about $20). Credit packages start at 200 returns ($7,000), with volume discounts up to 15%. New accounts get $50 in free credits to test the output quality on your own documents.
Client data is protected with AES-256 field-level encryption — sensitive fields like SSNs are encrypted individually, not just at rest. Our controls are built to SOC 2 standards, and we never store your tax software credentials.