# TXF Intelligence Review: Pricing, Features, Alternatives TXF Intelligence: Credit-based AI document extraction that hands a prepared 1040 to Drake or ProConnect. Pricing from $3,000 / year, 100 credits at $30 per return, SOC 2 yes (type ii), and how it compares to the alternatives, for US accounting and bookkeeping firms. Source: https://node8.ai/accounting-tools/tax-workflow/taxfyle-intelligence/ --- [Accounting Tools](https://node8.ai/accounting-tools/) · [Tax Workflow & Document Automation](https://node8.ai/accounting-tools/tax-workflow/) # TXF Intelligence One to Watch · Taxfyle Credit-based AI document extraction that hands a prepared 1040 to Drake or ProConnect [Visit TaxFyle Intelligence](https://www.taxfyle.com/txf-intelligence) [All 26 tax workflow & document automation tools](https://node8.ai/accounting-tools/tax-workflow/) Best for Drake or ProConnect firms filing 100 to 1,000 individual returns that want extraction without hiring seasonal staff Starting price $3,000 / year, 100 credits at $30 per return (Growth $10,000 for 400 credits at $25 per return; Premium $20,000 for 1,000 credits at $20 per return) SOC 2 Yes (Type II) Multi-factor auth Unconfirmed Integrates with Drake Software, Intuit ProConnect The read ## What TaxFyle Intelligence does Taxfyle built its business as a marketplace matching returns to preparers, and TXF Intelligence is the software layer it now sells to firms directly. The loop is short: bulk upload a client's documents, the system categorises and organises them, extracts the figures from W-2s, 1099s, receipts and whatever else arrived, presents the result in a review screen the preparer checks, and then generates a return that transfers into Drake or Intuit ProConnect. The claim on the page is that this removes more than 40 percent of manual data entry. Pricing is stated openly, which is rare enough here to matter, and it is structured as annual credit blocks rather than a subscription. Starter is $3,000 a year for 100 credits at $30 a return, Growth is $10,000 for 400 credits at $25, and Premium is $20,000 for 1,000 credits at $20. Seven days of full access plus five credits comes free. Do the arithmetic before assuming that is cheap: at 200 returns a firm is buying Growth and using half of it, so the effective cost is $50 a return, and the advertised per-return figures only hold if the credits are consumed. At 1,500 returns the Premium block covers two thirds of the volume. Compared with StanfordTax at $18 a return with credits that roll over, this is the more expensive unit, and it is committed up front. Two things should slow a buyer down. Only Drake and ProConnect are supported, which rules out any firm on UltraTax, Lacerte, Axcess or GoSystem. The social proof is also unverifiable: three testimonials that name no firm a reader could look up, alongside accuracy numbers of 99.8 percent set against 85 to 90 percent for seasonal temps, with no method published behind either figure. The page states SOC 2 Type II certification, US-based processing and role-based access, but publishes no security page to substantiate it. Review is described as the preparer checking a clean version of the extracted data, so the human queue is the firm's own staff rather than a vendor verification team, which is honest but also means the labour saving is capped at what a reviewer can confirm quickly. Against Filed, Byron and Magnetic, which sell AI preparation as a service rather than a licence, TXF asks the firm to keep the review work and pay per credit. Against Soraban the overlap is document intake, where Soraban is broader on the client-chasing side. Against StanfordTax the comparison is direct on price and unfavourable, though StanfordTax stops at the binder while this writes into the tax program. One-to-watch is the right place. Transparent pricing, a plausible workflow and a parent company with real volume behind it are all points in its favour. What is missing is the evidence that would move it up: named firms using it through a full season, a published security page, a second tier of tax software support, and references a firm can actually contact. Capabilities ## What you get Bulk upload with AI categorisation and organisation of client documents Extraction from W-2s, 1099s, receipts and mixed document formats Preparer review screen showing extracted data before the return is generated Generated return transferred directly into Drake or Intuit ProConnect US-based processing with role-based access control Pricing, security, integrations ## What it costs and what it connects to TaxFyle Intelligence starts at $3,000 per year, 100 credits at $30 per return (Growth $10,000 for 400 credits at $25 per return; Premium $20,000 for 1,000 credits at $20 per return). Pricing is annual plan with return credits. A free trial is available: 7 days of full access plus 5 credits. TaxFyle Intelligence holds a SOC 2 Type II report. TaxFyle Intelligence does not integrate directly with a general ledger. On the tax side it works with Drake Software and Intuit ProConnect. [Vendor pricing page](https://www.taxfyle.com/txf-intelligence) Our rating ## Why we rate TaxFyle Intelligence a One to Watch TaxFyle Intelligence is rated One to Watch, alongside 12 other of the 26 tax workflow & document automation tools in this directory. Early or unproven at firm scale. Often genuinely interesting technology without the track record, support depth, or install base to bet a busy season on yet. [How these ratings are decided](https://node8.ai/accounting-tools/methodology/). Alternatives ## TaxFyle Intelligence alternatives ### [Byron](https://node8.ai/accounting-tools/tax-workflow/byron/) AI workpaper preparation for 1065, 1120 and 1120-S returns, with heavy K-1 and K-3 extraction One to Watch ### [Magnetic](https://node8.ai/accounting-tools/tax-workflow/magnetic/) Outsourced 1040 preparation where AI does the entry and a US credentialed reviewer checks it One to Watch ### [StanfordTax](https://node8.ai/accounting-tools/tax-workflow/stanfordtax/) Prefilled 1040 organizers and an auto-bookmarked workpaper binder, billed per return Top Pick ### [FlyFin](https://node8.ai/accounting-tools/tax-workflow/flyfin/) Consumer AI tax filing service for the self-employed, with an outsourced preparation offer for firms One to Watch ### [Grove](https://node8.ai/accounting-tools/tax-workflow/grove/) End-to-end 1040 workflow from prior-year brief through KBA e-signature and e-file, priced per return One to Watch ### [HubSync](https://node8.ai/accounting-tools/tax-workflow/hubsync/) End-to-end tax engagement platform sold to large CPA firms One to Watch [Compare all 26 tax workflow & document automation tools](https://node8.ai/accounting-tools/tax-workflow/) Sources ## Where these facts came from Researched from public sources. Pricing and security claims change without notice, so check the vendor before you buy. Last reviewed September 8, 2026. ### [TXF Intelligence product and pricing page](https://www.taxfyle.com/txf-intelligence) Retrieved 2026-09-08 ### [Taxfyle pricing](https://www.taxfyle.com/pricing) Retrieved 2026-09-08 Keep browsing ## Other categories [Practice Management (49)](https://node8.ai/accounting-tools/practice-management/)[General Ledger & Bookkeeping (26)](https://node8.ai/accounting-tools/general-ledger/)[Payroll & PEO (19)](https://node8.ai/accounting-tools/payroll/)[Tax Preparation (18)](https://node8.ai/accounting-tools/tax-preparation/)[Tax Planning & Advisory (13)](https://node8.ai/accounting-tools/tax-planning/)[Tax Research (13)](https://node8.ai/accounting-tools/tax-research/)[Month-End Close Automation (11)](https://node8.ai/accounting-tools/close-automation/)[Proposals & Engagement Letters (9)](https://node8.ai/accounting-tools/proposals-engagement/)[Spreadsheet Reporting & Ledger Sync (6)](https://node8.ai/accounting-tools/spreadsheet-reporting/)[Tax Resolution & IRS Representation (6)](https://node8.ai/accounting-tools/tax-resolution/)[AI Meeting Assistants (5)](https://node8.ai/accounting-tools/meeting-assistants/) ## Got the stack, still doing the work by hand? 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