TXF Intelligence is an AI tax-preparation platform that helps firms reduce manual source-document handling and data entry.
– Bulk upload and document-gathering workflows bring W-2s, 1099s, receipts, and other client files into one preparation process
– AI categorizes documents and extracts tax data into a structured, reviewable workspace
– Organized outputs produce return-ready information that transfers directly to supported Drake and Intuit ProConnect workflows
– Role-based access, encrypted processing, and firm-scale controls support different practice sizes and security requirements
– Fits tax and accounting firms seeking AI-assisted document intake and data extraction before professional return preparation and review.
