TaxAutomate works alongside Dropbox Business. Download client documents from your team folders, bulk-upload to TaxAutomate, and save the organized output back to Dropbox where the rest of the engagement lives.
No connectors, no sync, no new portal for clients — just a clean loop
Pull the client's documents from your team 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 land back in the team folder for review.
Dropbox team folders keep everyone looking at the same files. TaxAutomate slots into that habit — the folder is still the workflow, it just fills up with finished work instead of raw PDFs waiting for a preparer.
What firms ask about TaxAutomate and Dropbox Business
No, and we won't pretend it is. There's no API connection or background sync. You download documents from Dropbox Business 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 Dropbox Business 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.