TaxAutomate works alongside ShareFile. Download the client's uploaded documents from ShareFile, bulk-upload to TaxAutomate, and drop the organized output back into the same client folder structure your firm already runs on.
No connectors, no sync, no new portal for clients — just a clean loop
Pull the client's uploads from their ShareFile folder.
One batch upload. Organized, bookmarked workpapers and a completed return in about five minutes, flat $35 up to 10 pages.
Workpapers and the completed return file back into ShareFile, keeping the client folder the system of record.
ShareFile firms already have disciplined client folders. TaxAutomate respects that: documents come out, organized workpapers and a completed return go back in, and nothing about your folder structure or retention practice changes.
What firms ask about TaxAutomate and ShareFile
No, and we won't pretend it is. There's no API connection or background sync. You download documents from ShareFile 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 ShareFile 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.