TXF Intelligence is a SaaS-based, AI-powered platform designed to automate and streamline the tax preparation workflow for accounting firms. The system collects, organizes, and verifies client documents in various formats (PDFs, images, Excel, etc.), eliminating the need for manual data entry and document chasing. Using advanced AI and context-aware data extraction, TXF Intelligence populates tax returns directly into existing tax software, performs multi-year consistency checks, and flags discrepancies for review. The platform provides personalized document checklists, automated reminders, and real-time tracking of document completeness. It is built with enterprise-grade security (SOC 2 Type II, ISO 27001/27017, AES-256 encryption) and is designed to help firms of all sizes reduce costs, improve accuracy, and accelerate tax return processing.

Key Features

Automated Document Collection and Organization AI-driven system gathers, sorts, and verifies client documents.

• Supports multiple file formats (PDF, images, Excel)
• Recognizes document types and confirms receipt

Context-Aware Data Extraction Extracts and validates key tax data from uploaded documents.

• Uses OCR and AI for accurate data capture
• Multi-year consistency checks to flag discrepancies

Seamless Integration with Tax Software Exports review-ready returns directly into popular tax software.

• Compatible with Drake, TaxAct, Lacerte, and more
• Reduces manual data entry and errors

Personalized Client Guidance and Reminders Generates custom checklists and automated follow-ups.

• Tracks document completeness in real time
• Sends targeted reminders for missing or incomplete items

Enterprise-Grade Security Ensures data protection and compliance.

• SOC 2 Type II, ISO 27001/27017 certified
• AES-256 encryption, role-based access, multi-factor authentication

Benefits

Significant Time and Cost Savings Reduces manual work and labor costs by up to 60%.

• Cuts prep time from hours to minutes
• No need for seasonal hires

Improved Accuracy and Compliance Minimizes errors and ensures IRS compliance.

• Built-in error detection and accuracy verification
• Consistent, review-ready output

Enhanced Client Experience Streamlines communication and document submission.

• Personalized guidance and reminders
• Faster turnaround times

Scalable for Firms of All Sizes Levels the playing field for small and mid-sized firms.

• Handles seasonal load and limited staff
• Adapts to firm-specific workflows