Connect once through Intuit
Your Intuit Primary Admin approves TXF once, and the connection covers your whole practice. TXF never stores your ProConnect password.
Connect your practice's Intuit account once. After you review the values TXF extracts from your client's documents, TXF creates the client return in ProConnect for you. There is no file to move and no password to share.
Your first 3 returns are free. No card required.
Confirm the taxpayer's details and every required field, then send the return. It arrives in ProConnect as a new client return.
Set it up once, and every return you review in TXF goes straight into ProConnect. There is nothing to download or retype, and you finish the return where you always do.
Your Intuit Primary Admin approves TXF once, and the connection covers your whole practice. TXF never stores your ProConnect password.
Check each section of the Final Tax Review, from the taxpayer's details to form assignment, then send the return in one step.
The return opens in ProConnect as a new client return, filled in from the values you reviewed and ready for you to finish.
Intuit Direct Connection covers 2022 to 2025. For earlier years, TXF uses saved credentials for a dedicated service account.
PDF (including consolidated PDFs), JPEG, PNG, XLSX, CSV or TXT, up to 50 MB each. K-1s are not supported.
For the full setup guide, see ProConnect Integration in the TXF Resource Center.
One file per return. Drop it in your Drake Imports folder and Drake offers to import it when you start the return.
Your first 3 returns are free
No card required.