Welcome to TaxAutomate Docs
Learn how to automate tax document processing, organize client files, and respond to IRS notices. Get started in minutes with our product guides.
Products
Core Product
Tax Document Automation
From docs to review-ready returns in minutes
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Document Organizer
AI classification and audit-ready workpapers
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IRS Notice Copilot
Analyze notices and draft professional responses
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Guides & Reference
Supported Tax Forms
W-2, 1099, 1098, K-1 forms with field extraction details
Import Workflow
How completed returns get into Drake and ProSeries, step by step
Security & Data Handling
Storage, access controls, deletion policy, compliance
FAQ
Common questions about pricing, processing, and integrations
Quick Reference
| Supported Software | Drake Tax, Intuit ProSeries, Intuit Lacerte, Intuit ProConnect Tax, CrossLink Tax, ATX Tax, TaxSlayer Pro Desktop, TaxSlayer Pro Web (ProWeb), MyTAXPrepOffice. View connection methods and supported workflows. |
| Processing Time | 2–5 minutes per return |
| Pricing | 35 credits per return (up to 10 pages; +1 credit per additional page) |
| IRS Notice Types | 12+ notice types with AI response generation |
| Document Types | 50+ document types with 99% classification accuracy |
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