Tax automation · Workpapers · Software entry

AI tax automation software built around review.

AI tax preparation software for tax firms that organizes W-2s, 1099s, K-1s, and other source documents into review-ready workpapers, then moves approved data into the tax software your team already uses—while your professionals control review and filing.

See it in your tax softwareExplore the workflow
Start with approval before entry. Move to exception-only approval when your firm is ready.
TaxAutomateAnderson Family Trust · 2025Approval required before entry
Source documents
Workpapers
3Pre-entry approval
4Tax software entry
5Final review
Source documentsLive intake
1099-INTFirst National Bank
W-2Acme Company
Schedule K-1Blue Oak Partners · 1065
1098Home Mortgage Bank
1099-DIVVanguard Brokerage
1099-BFidelity Investments
1099-NECRedwood Consulting
1099-MISCHarbor Property Mgmt
1099-REvergreen Retirement
1099-GCalifornia FTB
1099-KStripe Payments
1099-SPacific Coast Title
1099-OIDTreasury Direct
1099-QCollege Savings Plan
1099-SAHealth Savings Bank
1095-AHealth Insurance Marketplace
1095-CAcme Company Benefits
Schedule K-1Cedar Ridge Holdings · 1120-S
Workpaper valueSource linked
Schedule B · Line 1a$1,248

Interest income

1099-INT · Box 1 · Page 1
Pre-entry approval

The prepared workpaper is ready for your team's approval.

Current
$1,248
Prior year
$2,345
Tax software entry
Waiting for approval

The configured connector runs after your team approves the prepared work.

Final review
After entry

Run diagnostics, reconcile the calculated return to workpapers and source, apply judgment, and authorize filing.

KEEP THE TAX SOFTWARE THAT ALREADY RUNS YOUR FIRM

Keep your tax software. Automate the preparation around it.

Drake Software logoDrake SoftwareIntuit ProSeries logoIntuit ProSeriesCrossLink logoCrossLinkATXMyTAXPrepOffice

Your firm controls the approval gate.

Begin with the established workflow: review prepared work before software entry, then review the calculated return before filing. When your team is ready, pre-entry approval can focus on exceptions instead of every return.

Pre-entry approval policyThis demonstration changes when you select a policy.

Review-every-return selected. Approval is required before software entry.

  1. 1

    Collect

    Bring source documents into one engagement.

  2. 2

    Organize

    Classify documents and build the workpapers.

  3. 3

    Prepare

    Map supported values back to source.

  4. 4

    Review and approve

    Your team reviews the prepared work before software entry.

  5. 5

    Enter in tax software

    Move approved values through the configured lane.

  6. 6

    Review, authorize, file

    Run diagnostics, reconcile the return, apply judgment, and approve filing.

Source documents
1099-INTFirst National Bank
W-2Acme Company
1099-DIVVanguard
Schedule K-1Blue Oak Partners
Prepared workpaper — Source mapping and checksReady for review
LineDescriptionTaxpayerSource
1aInterest income$1,2481099-INT
1bEarly withdrawal penalty$0—
1cU.S. savings bond interest$0—
1dTreasury interest$0—
Workpaper note

Interest statement mapped to Schedule B. Prior-year variance remains open for review.

Automate tax workpaper preparation without making review harder.

Your team can trace what arrived, what was prepared, what changed, and what still needs professional judgment.

See the handoff for the tax software your firm uses.

Each connection has a different delivery method. Choose your software to see the current workflow, setup boundary, and what your team reviews.

Demo the exact lane your firm would use.

TaxAutomate cloud
01

TaxAutomate prepares

Sources are classified, values mapped, and exceptions held for review.

02

Your team approves

A reviewer sees evidence, exceptions, and the prepared field plan.

Secure boundaryPaired desktop connector

Approved field plans move through a paired connector on the firm's Windows machine.

Your firm's Windows machine
03

Configured handoff runs

The paired TaxAutomate connector types approved values into Drake Tax.

04

Drake stays in control

Your team runs Drake diagnostics, applies judgment, authorizes, and files.

Book a Drake workflow demoView Drake integration details
Available = configurable now for supported workflows.Roadmap = not presented as production-ready.

Built for the people who prepare and review returns.

Preparers

Begin with organized documents, mapped values, and visible open items instead of a blank return.

Reviewers

Review prepared work at the firm’s chosen approval gate, then reconcile the calculated return and diagnostics before filing.

Firm leaders

Standardize the lane, choose the supported software workflow, and keep approval accountable.

What TaxAutomate automates—and what stays with your firm.

TaxAutomate handles

Document intake and classification

Workpaper organization

Supported value mapping

Exception routing

Configured software handoff

Your firm controls

Pre-entry approval policy

Tax positions and judgment

Diagnostic review

Authorization and e-file

Final delivery

Tax automation software questions, answered.

What is tax automation software?

Tax automation software reduces repetitive work across document intake, workpaper preparation, supported data mapping, approval, and tax-software entry. After entry, professionals review diagnostics, reconcile the calculated return, apply judgment, authorize, and file.

Can TaxAutomate automate tax workpaper preparation?

TaxAutomate is designed to classify supported source documents, organize a consistent workpaper structure, map supported values back to evidence, and surface open items for professional review. Exact document, return, and field coverage depends on the configured workflow.

Does TaxAutomate replace our tax software?

No. TaxAutomate prepares and coordinates supported work around the professional tax software your firm uses. Your tax software remains the calculation, diagnostics, authorization, and filing system of record.

Which tax software workflows are available now?

The current product registry supports configurable lanes for Drake, ProSeries, CrossLink, ATX, and MyTAXPrepOffice. Connection methods differ by product. Lacerte and ProConnect are identified as roadmap rather than presented as production-ready.

Does AI file the return without professional review?

No. TaxAutomate can prepare defined work and route exceptions, but qualified professionals remain responsible for tax positions, diagnostic review, client substantiation, authorization, e-file, and final delivery.

Can our firm require approval before tax-software entry?

Yes. A firm can begin with review and approval before software entry, then use an exception-only approval policy when its team is ready. Final professional review, authorization, and filing remain with the firm in either workflow.

How should we evaluate a workflow demo?

Ask the vendor to show one return moving through your actual tax-software lane. Confirm supported return types, document coverage, evidence traceability, exception handling, connection method, security boundary, failure recovery, and exactly where professional approval occurs.

Bring your real tax-software workflow.

We’ll map one return through your chosen approval gate, configured software entry, and final professional review.

Book a tax automation demoSee implementation questions

No generic logo tour. One workflow, one connection method, clear boundaries.