TaxSort AI + Lacerte Tax Software
Export classified tax documents and extracted data from TaxSort AI directly into Intuit Lacerte for seamless tax preparation workflow.
1
Classify Documents
Upload client tax documents to TaxSort AI. AI classifies each as W-2, 1099, K-1, etc.
2
Review Extractions
Verify AI-extracted data — amounts, TINs, payer info — before export.
3
Export to CSV
Generate Lacerte-compatible CSV with all extracted fields mapped to Lacerte input fields.
4
Import in Lacerte
Import the CSV into Lacerte client file. All data populates the correct forms automatically.
Benefits
- ✓Save 15-30 minutes per client on data entry
- ✓Reduce manual entry errors by 90%
- ✓Process more clients per tax season