Manual tax prep ends here. DTAXO reads your clients' source documents, builds the workpapers, preps and first-reviews the return — then RPA enters it straight into Drake or CCH Axcess. Your team does the one thing only they should: the final review.
Every return moves through a live pipeline you can watch in real time: document extraction, workbook and leadsheet generation, AI preparation, first-level review, and RPA entry into your own tax software. 8,000+ returns processed.
Not a demo toy — an operations platform in production. 1040 individual returns are live on Drake and CCH Axcess. Business returns (1120-S) are live on Drake and in progress on CCH Axcess. UltraTax CS is in active development.
24 hours from contract signature to your first return entered in your own software, with a dedicated AI Tax Team through your first 50–100 live returns and 24×7 support through filing season.
No. DTAXO works on top of your software. Our RPA robots enter the finished return directly into your own Drake or CCH Axcess instance — your licenses, your environment, your filing workflow, unchanged.
SSNs are masked throughout the platform. Data is encrypted in transit and at rest. Access is role-based, built on SOC 2 and NIST-aligned controls with CCPA-aware data handling.
24 hours from signature to your first return entered in your own software.
Book a demo or visit the DTAXO support center.