For CPA & Tax Firms

Stop chasing clients
for tax documents.

Retrieves tax documents — even from institutions without APIs

Secure AI agents retrieve W-2s, 1099s, 1098s, and other tax forms from connected financial institutions — eliminating repetitive follow-ups and manual uploads so your team can focus on preparation, not collection.

Supports payroll providers, banks, brokerages, investment platforms, and mortgage lenders.

Apply for Pilot Access

Connects with the institutions your clients already use

ADP Chase Fidelity Vanguard + more

Product Demo

TaxFlow AI — automated document retrieval

Retrieves documents from both API and non-API financial institutions.

W-2 & 1099

Tax forms retrieved

Any Bank

API or non-API

Zero

Passwords stored

How It Works

One authorization.
Everything else is automated.

The client authorizes once. TaxFlow AI handles the rest.

Client Authorization

Client receives a secure one-time link — no app or account required.

AI Retrieval

Secure agents connect and pull tax documents from the client's accounts.

Tax Package Ready

Organized PDFs delivered directly to UltraTax, Drake, or your firm's portal.

TaxFlow AI | Document Collection

LIVE

Security & Privacy

Built secure from the ground up.

CPAs handle the most sensitive financial data. We build accordingly.

Bank-level AES-256 encryption

SOC 2-aligned controls

Client authorization required

Passwords are never stored.

Your clients' login credentials are used only to complete the retrieval. They are never written to disk or retained on our servers.

Sessions end immediately after retrieval.

Each agent session is terminated as soon as the documents are collected. There is no persistent connection to your clients' accounts.

Only documents are retained — not credentials.

The only thing we deliver to your firm is the tax document itself. No account details, no session tokens, no credentials are passed along.

FAQ

Questions, answered.

What firms ask us before joining the pilot.

What does my client need to do?

Just tap a link. You send your client a secure one-time link by SMS or email — they open it, confirm it's them, and authorize. No app to install, no account to create, no documents to upload.

Which documents can TaxFlow AI retrieve?

W-2s, 1099s (NEC, INT, DIV, MISC), 1098s, and bank or mortgage statements — from payroll providers, banks, brokerages, and mortgage lenders, including institutions without APIs.

Is my clients' data safe?

Yes. Retrieval happens only after your client authorizes. Credentials are used during the live session and never stored, sessions end immediately after retrieval, and the only thing delivered to your firm is the tax documents themselves.

Will my team still have to chase clients?

No — that's the whole point. Documents are collected automatically from the connected accounts, so your team stops sending follow-ups and your clients stop digging through portals.

How long does retrieval take?

Retrieval begins automatically the moment your client authorizes. We collect what's available from their connected accounts and notify your firm as soon as your package is ready — no chasing or manual follow-ups required.

Does it work with our existing software?

Yes. Completed packages export directly to UltraTax, Drake, or your firm's own portal — ready for review and prep.

Stop chasing clients for tax documents.

One authorization.Everything else is automated.