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TXF Intelligence
AI tax-document extraction for tax professionals: upload a client's W-2s, 1099s and prior return, review every value, export to ProConnect or Drake.
| What the AI does | AI extraction that identifies each tax document and pulls every value for side-by-side review, with in-place corrections carried through to export |
|---|---|
| Who it serves | Tax offices, Solo practitioners, Small CPA firms |
| Starting price | $30/return (1–49); $25 (50–99); $20 (100+); first 3 returns free |
| Pricing model | Per return (volume tiers) |
| Free trial | Yes |
| Best fit | Solo practitioner, Small firm |
| Category | Document Collection, OCR & Data Entry |
| Also fits | Tax Preparation & Review AI |
| Part of | Taxfyle |
| Works with | Intuit ProConnect Tax, Drake Tax |
| SOC 2 | Not stated on the vendor's site |
| Checked | 2026-10-29, against the vendor's own page |
Who it's for
TXF Intelligence is listed as a fit for solo practitioners and small firms, and the vendor names tax offices, solo practitioners and small CPA firms on its own site. The job it gets hired for: collecting client documents, reading them and getting the numbers into the ledger or the return without retyping. It also fits the Tax Preparation & Review AI category.
What it costs
TXF Intelligence starts at $30/return (1–49); $25 (50–99); $20 (100+); first 3 returns free, per return (volume tiers). There is a free trial.
Good to know
TXF Intelligence, from Taxfyle, does the reading and retyping at the start of a 1040: upload a client's W-2s, 1099s, 1098s and last year's return, TXF identifies each document and extracts every value in seconds, you check each figure beside the line it came from, and the return exports straight into ProConnect or drops into Drake's Imports folder. You pay per return, not per seat — $30 each for the first 49, $25 at 50–99 and $20 at 100-plus — with unlimited users, unlimited uploads and re-runs at no charge, and the first three returns are free with no card and no minimum.
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