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Increase team productivity
Reduce time spent manually keying source-document data so preparers can focus on review and client value.
AI tax preparation software for tax firms
Stop keying returns. Start reviewing them.
Tax Automate Prep reads and organizes client tax documents, enters the data into supported tax software, and prepares the return for your team’s review.
✓Your tax professionals review and approve every return before finalization and delivery.
2025 Individual ReturnReady in 04:38
Client source documents18 documents identified and organized
Preparing return92%
01 · READDocuments
02 · ORGANIZETaxpayer data
03 · ENTERTax software
04 · REVIEWBy your team
Works with the tax software your firm already trusts
CCH AxcessAutomated tax preparation
Move your team from data entry to professional review.
Automate the repetitive work between client upload and a review-ready return, while keeping professional judgment with your qualified team.
<5
Minutes to review-ready
An average return may be ready for professional review in under five minutes, depending on complexity and document quality.
1
Controlled review workflow
Missing items, exceptions, and approval points stay visible before the return is finalized or delivered.
From documents to review
Four focused steps. One faster preparation workflow.
Tax Automate Prep handles repetitive preparation work and hands professional judgment back to your team.
Read
Identify and classify W-2s, 1099s, 1098s, IDs, and supporting source documents.
Organize
Assign information to the taxpayer, spouse, business, and appropriate return fields.
Enter
Populate supported tax software and surface missing documents or information.
Review
Present the return, exceptions, and supporting context for professional approval.
Built for real tax workflows
Automation your preparers can actually review.
Source documents, extracted values, return data, and exceptions remain connected. Your team can see what was processed, what needs attention, and what must be approved.
Document identification and classification
Taxpayer and spouse assignment
Automated tax data entry
Missing-document detection
Review flags and exceptions
Professional approval before delivery
Preparation reviewREADY FOR YOUR TEAM
Wage documentsEmployer and wage data entered
CompleteIncome documentsItems classified and assigned
CompleteProfessional exceptionOne item needs preparer judgment
ReviewKeep your existing tax software
Add automation without changing where your team prepares returns.
Tax Automate Prep is designed to work with established professional tax software and the review process your firm already knows.
CCH Axcess
Supported workflows, return types, connection methods, and availability vary by tax software and configuration.
Professional control
AI moves the preparation forward. You stay in control.
Automation organizes and prepares the work. Your authorized tax professionals review the return, resolve exceptions, apply judgment, approve the result, and control client delivery.
✓Human reviewProfessional approval stays in the workflow.
✓Clear exceptionsMissing items and judgment points are surfaced.
✓Role-based accessTeam members receive appropriate access.
✓Controlled deliverySign-off occurs before client delivery.
AI tax preparation software FAQs
Questions tax firms ask about preparation automation.
Does Tax Automate Prep replace my tax software?
No. It automates preparation work around supported tax software so your team can continue working in familiar systems.
Does it enter data into Drake, ProSeries, or Lacerte?
Tax Automate Prep is designed to process source documents and enter supported data into configured tax software workflows. Availability varies by system and return type.
Can a return really be ready in under five minutes?
An average return may be ready for professional review in under five minutes. Actual time depends on document quality, return complexity, configuration, and supported workflow.
Does a tax professional review every return?
Yes. Your team reviews exceptions, applies professional judgment, approves the return, and controls finalization and delivery.
What documents can the software process?
The workflow is designed for common source documents such as W-2s, 1099s, 1098s, IDs, and supporting tax documents. Supported document types vary.
Can we begin with only Automated Tax Prep?
Yes. Your firm can begin with preparation automation and add Practice 360 or TaxAutomate AI Front Desk when ready.
See what your team can prepare without manually keying every return.
Tell us about your tax software, return volume, and current preparation workflow. We’ll show you where Tax Automate Prep fits.
Keep your existing tax softwareStart with one preparation workflowKeep professional review in your control