TaxSort AI + Drake Tax Software
Seamlessly transfer classified tax documents from TaxSort AI into Drake Tax for efficient tax return preparation.
1
Upload & Classify
Drag and drop client documents into TaxSort AI. AI identifies each form type instantly.
2
Verify Data
Review extracted fields — wages, interest, dividends — and correct any flagged items.
3
Generate Export
Create Drake-compatible import file with all extracted data properly formatted.
4
Import to Drake
Use Drake's import feature to load all client data. Forms auto-populate.
Benefits
- ✓Compatible with Drake's import format
- ✓Batch process multiple clients at once
- ✓Audit trail for every classification