TaxAutomate works alongside Google Drive. Download client documents from your Drive folders, bulk-upload to TaxAutomate, and save the organized output right back where your team keeps the client.
No connectors, no sync, no new portal for clients — just a clean loop
Select the client's folder, download the set.
Drag the batch in. Organized workpapers and a completed return in about five minutes, flat $35 up to 10 pages.
Bookmarked workpapers and the completed return go back into the client's Drive folder.
Plenty of firms run their whole document life in Google Workspace. TaxAutomate doesn't ask you to migrate — the client folder in Drive stays the home base, and prep time drops from hours to minutes in between.
What firms ask about TaxAutomate and Google Drive
No, and we won't pretend it is. There's no API connection or background sync. You download documents from Google Drive 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 Google Drive 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.