AI Import
AI Software Import - Move Data In Without Re-Keying
Bring data in from your existing tax software so you can start work without manual re-entry.
Bring data in from Drake, Lacerte, UltraTax, and more
Tax Software Import AssistantTaxBase · draft
Client records mapped100%
Prior-year carryforwards92%
Depreciation schedules76%
248 records imported · 0 re-keyed
Process
How it works
- 01
Connect your data
Point the assistant at your existing files.
- 02
AI imports
Data is mapped and brought in cleanly.
- 03
Start working
Begin review or planning immediately.
Benefits
Why firms use it
No re-keying
Import directly instead of typing it all again.
Fewer errors
Cut the mistakes that come with manual entry.
Broad compatibility
Works with the major tax packages.
Faster start
Get to the actual work sooner.
Use cases
Built for real workflows
Drake / Lacerte
UltraTax / ProSeries
QuickBooks Online
Start today
Give every return a smarter second look
Start free, no credit card required. Plans from $29/mo.