Tax Software Integrations

Export classified documents and extracted data directly into your tax preparation software.

Lacerte Tax Software

Export classified tax documents and extracted data from TaxSort AI directly into Intuit Lacerte for seamless tax preparation workflow.

Seamlessly transfer classified tax documents from TaxSort AI into Drake Tax for efficient tax return preparation.

Connect TaxSort AI with Intuit ProConnect Tax Online for a modern, cloud-based tax preparation workflow.

Export TaxSort AI data into Thomson Reuters UltraTax CS for enterprise-level CPA firms with high document volumes.