TaxAutomate works alongside Xero. Export year-end financials from Xero, upload them with the client's tax documents, and get organized workpapers and a completed business return back in minutes.
No connectors, no sync, no new portal for clients — just a clean loop
P&L, balance sheet, and trial balance reports as PDFs.
Add the client's other tax documents. Flat $35 per return covers up to 10 pages; processing takes about five minutes.
Organized workpapers and the completed return, delivered as Drake or ProSeries files or PDF workpapers.
Xero firms close the books cleanly; the bottleneck is return prep. TaxAutomate turns the Xero report package into a completed, review-ready business return so your staff reviews numbers instead of typing them.
What firms ask about TaxAutomate and Xero
No, and we won't pretend it is. There's no API connection or background sync. You download documents from Xero 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 Xero 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.