Cut Tax Return Time by 83% With AI
AI extracts W-2s, 1099s, and K-1s in seconds. Auto-populates Drake Tax. No more manual typing.Save 20+ hours every week during tax season.
SJLJoin 100+ tax preparers saving 20+ hours/week
No credit card required. 5 free cases included.
Drag & drop W-2s, 1099s, and other tax documents. Clients can also upload via the secure portal.
Exports directly to your tax software
Join 100+ preparers saving 20+ hours per week
See why tax professionals are switching to TaxFly AI
"I used to spend my entire weekend typing in W-2s. Now I upload everything Friday night and review on Saturday morning. I got my weekends back."
Sarah M.
Solo Preparer • Phoenix, AZ
"The client portal alone is worth it. No more email tag chasing documents. Clients upload directly, I get notified. 94% upload rate vs 60% with email."
James R.
CPA, 3-Person Firm • Dallas, TX
"Processed 47 returns in one afternoon that would've taken me 3 days before. The AI extraction is scary accurate. I just verify and export."
Lisa T.
EA, Solo Practice • Miami, FL
100+
Tax Preparers
50,000+
Returns Processed
99.9%
Extraction Accuracy
83%
Time Savings
Data entry is killing your margins
The average tax preparer spends 15-20 minutes per return just typing in W-2s, 1099s, and other documents. That's time you could spend on advisory work.
Hours lost to data entry
100 returns × 20 minutes = 33 hours of pure typing. Every season.
Typos cause costly errors
Manual entry mistakes lead to amended returns, IRS notices, and unhappy clients.
Client chaos every January
Chasing documents, wondering what's missing, organizing messy uploads.
Three steps to faster returns
Upload documents, review AI-extracted data, export to your tax software. That's it.
Upload documents
Drag and drop W-2s, 1099s, bank statements, and more. Or have clients upload directly through their secure portal.
AI extracts the data
Our AI reads every document and extracts names, numbers, and amounts. You just verify with one click — or fix the rare mistake.
Export to your software
One-click export to Drake, Lacerte, or ProSeries. Data flows directly into the right fields. No more retyping.
Everything you need to work faster
TaxFly AI is designed specifically for solo preparers and small firms who want to reduce busywork without replacing their existing tax software.
- Client portal with year-over-year document retention
- Automatic document classification (W-2, 1099-NEC, 1099-INT, etc.)
- Confidence scoring to flag uncertain extractions
- Keyboard shortcuts for rapid verification
- Multi-state support and state-specific guidance
- Batch processing for high-volume days
[Feature Screenshot]
Pay only for the cases you prepare
Start with 5 free cases. Then pay as you go at $2.99/case or save up to 64% with bundles.
Save More with Bundles
Buy in bulk and save up to 64%
The numbers speak for themselves
Real results from tax preparers using TaxFly AI
The Old Way
90 minutes
per tax return (data entry)
3 days
to process 47 returns
6+ emails
chasing documents from each client
Every weekend
working during tax season
The AI Way
15 minutes
per tax return (AI does the typing)
4 hours
to process 47 returns
0 emails
clients upload directly to portal
No weekends
process overnight, review in morning
85% time savings
That's 20+ hours back every week during tax season
Frequently asked questions
Does this replace Drake/Lacerte/ProSeries?
No! TaxFly AI works with your existing tax software. We handle document processing and data entry, then export everything to your Drake/Lacerte/ProSeries software where you complete and file the return.
How accurate is the AI extraction?
Our AI is 99.9% accurate on standard tax documents (W-2s, 1099s). You always review and approve the extracted data before export - think of it as a super-fast data entry assistant that needs your final sign-off.
What documents can TaxFly process?
We currently support all common tax documents:
- • W-2s, 1099-NEC, 1099-INT, 1099-DIV, 1099-MISC
- • 1098 (Mortgage Interest), 1098-T (Tuition)
- • Schedule C, Schedule E
- • Bank statements, brokerage statements
- • And more - with new forms added regularly
Is my client data secure?
Yes. We use bank-level encryption (AES-256), SOC 2 compliant infrastructure, and all data is stored in secure US-based data centers. We never train AI models on your client data.
Can I try it before committing?
Absolutely! Your first 5 cases are completely free - no credit card required. See how much time you save, then decide if you want to continue.
What if I need help setting it up?
We offer free onboarding calls for all new users. Book a 15-minute setup call and we'll walk you through your first few cases. Email support included with all plans.
Can my clients upload documents directly?
Yes! Every client gets a secure portal link. They upload their documents, and you get notified. No more email attachments, no more chasing documents. 94% upload rate vs 60% with email.