TXF Resource Center
TXF
Getting Started
Platform overview for how TXF works
Dashboard
Monitor all clients and work requests across your workspace
Work Requests & Document Collection
Upload and manage your client's extracted tax document data with real-time processing status tracking
Supported Documents
View the complete list of tax forms and documents that TXF can extract data from and map to your tax software
Data Review & Export
Learn how to review extracted tax data and export it to Drake Tax or ProConnect
Drake Import
Learn how to import TXF-generated Drake files into Drake Tax to populate your client's tax return
ProConnect Integration
Connect TXF to ProConnect through your firm's Intuit account, and send completed returns without sharing login credentials
Security & Compliance
Learn how TXF protects your client data with enterprise-grade security
Billing & Account
Manage your credit balance, payment methods and purchases from your workspace
FAQ
Common frequently asked questions about TXF functionality and support
Changelog
Recent updates and improvements to TXF.