TaxAutomate works alongside OneDrive and SharePoint. Download client documents from your Microsoft 365 libraries, bulk-upload to TaxAutomate, and save the organized output back into the libraries your firm already governs.
No connectors, no sync, no new portal for clients — just a clean loop
Pull the client's documents from the library or synced 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 file back into the client's library, inside your existing permissions and retention setup.
Microsoft 365 firms have governance figured out — permissions, retention, audit. TaxAutomate doesn't disturb any of it. Documents leave the library for minutes, and organized, review-ready output comes back under the same controls.
What firms ask about TaxAutomate and Microsoft OneDrive
No, and we won't pretend it is. There's no API connection or background sync. You download documents from OneDrive 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 OneDrive 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.