Getting Started
Platform overview for how TXF integration with Work Portal works
Platform Overview
TXF Intelligence is an AI‑powered document‑intake and data‑extraction platform built specifically for tax professionals preparing 1040 individual tax returns.
Built for efficiency: TXF eliminates the two biggest bottlenecks in tax preparation, chasing paperwork and manual data entry, by combining:
- AI-powered data extraction that processes tax documents in seconds
- Confidence-scored data you can quickly review and edit
- One-click export to ProConnect or Drake once you approve the data
Free to use: TXF is complimentary for all Taxfyle platform jobs, including B2C retail jobs and select B2B2C partnership jobs. You only pay your normal tax software fees. TXF is not available for B2B outsourcing jobs. This guide shows you: How to use TXF from the moment you accept a Taxfyle job to importing extracted data into your tax software, so you can spend less time on document review and data entry, and more time on what matters: providing that white-glove service to your clients.
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Last updated on January 13, 2026