Getting Started
Platform overview for how TXF works
Platform Overview
TXF Intelligence is an AI‑powered document‑intake and data‑extraction platform built specifically for small CPA firms and accounting teams preparing 1040 individual tax returns. It eliminates the two biggest tax‑season bottlenecks, chasing clients for paperwork and manually typing data, by combining:
- Secure client portals with automated reminders that keep submissions on track.
- AI data extraction that return confidence‑scored data you can review in seconds.
- One‑click export into your tax software once you approve the data.
Firms save up to 40 % of staff hours during busy season and can handle 20‑30 % more returns without hiring additional staff.
User Role
Role | Permissions |
TXF Manager | All workspace settings, billing, manage clients, upload/review documents, export |
Did this answer your question?
😞
😐
🤩
Last updated on January 7, 2026