Integration
AI Integration for Your Tax Software
Wire AI extraction into CCH Axcess, ProConnect, UltraTax or Drake — so W-2s, 1099s, K-1s and statements flow straight into the return, instead of a preparer keying them in.
Tax-software AI integration connects automated document extraction to the package your firm already uses — CCH Axcess, ProConnect, UltraTax or Drake — so data from W-2s, 1099s, K-1s and statements is read and pushed into the return automatically, ending the manual data entry that defines tax season.
The problem
The data-entry tax, paid every season
CCH Axcess, ProConnect, UltraTax and Drake are excellent at preparing the return. None of them solve the part that actually eats the hours: reading a stack of W-2s, 1099s, K-1s and brokerage statements and getting the numbers into the software. So preparers re-key, every client, every season — and that manual handling is exactly what caps a firm’s capacity.
We build the extraction layer that sits in front of your tax software. Documents are read against the schema for each form type and the values are pushed into the right fields of the package you already run, with low-confidence items routed to a preparer. For a mid-sized firm, automating this side of the workflow cut manual follow-up and document handling by 84% and tripled documents processed per staff member.
The solution
Where automation removes the friction
Built on your package, not a replacement
Whether you run CCH Axcess, ProConnect, UltraTax or Drake, we integrate via the supported import/API paths so nobody changes software or learns a new tool. The automation runs behind the package your preparers already know; they review and sign off instead of typing.
Secure & auditable
Client financial data stays in your environment with role-based access and full logging on every document and value pushed — because tax data can’t be handed to an uncontrolled public AI tool.
Example workflows we build
- Extraction of W-2s, 1099s, K-1s and brokerage statements
- Push of extracted values into CCH Axcess / ProConnect / UltraTax / Drake
- Schema-based field mapping per form type
- Human-in-the-loop review on low-confidence values
- Audit logging on every document and value
The results
The commercial impact
Our approach
From manual to automated
- 01Map your tax stack
We confirm your package (CCH Axcess/ProConnect/UltraTax/Drake) and the documents and fields that drive your returns.
- 02Build extraction → import
Schema-based extraction for W-2s, 1099s, K-1s and statements, pushed into your software via its supported import/API path.
- 03Validate on real returns
We test against your documents and route low-confidence values to a preparer until accuracy meets your bar.
- 04Deploy for the season
Go live inside your environment with audit logging and the capacity to absorb peak volume.
Why a custom build beats off-the-shelf
- Built on the package you already run — no software switch, no retraining.
- Extraction tuned to the forms and fields your returns actually use.
- Client financial data stays in your environment with audit logging.
- Improves as preparers correct it, instead of staying static.
Frequently asked questions
Do we have to switch tax software?
No. We integrate with the package you already run — CCH Axcess, ProConnect, UltraTax or Drake — via its supported import/API path. Preparers keep their software and workflow.
Which documents can it read?
W-2s, 1099s, K-1s and consolidated brokerage statements are the common set; we extract against the schema for each form type and can add others your firm handles.
How accurate is it for tax data?
We extract against a defined schema, ground values in the source document, and route low-confidence items to a preparer — so accuracy climbs over time without removing review.
Is our clients’ data secure?
Yes. It runs inside your environment with role-based access and full logging; data never leaves your boundary or trains a public model. We work under NDA.
How long to set up?
Most firms are live in 4–6 weeks — well ahead of peak season if you start early.
What does it cost?
Engagements are fixed-price and scoped to the outcome. Every engagement is fixed-price with ROI targets agreed up front, backed by our 90-day ROI guarantee. Book a free audit for a clear price and ROI estimate.