Works with the tax software you already use
Connector status is labeled on every card below. Current evidence supports UltraTax only when configured and gated, ProConnect as partial/coming soon, and Drake as coming soon/not implemented. Verify scope, consent, and privacy requirements before using a connector with taxpayer data.
Connector status
Configured, partial, demo, and coming-soon — labeled on every card.
Each card explains the narrow path evidenced in the repository. A platform name is not evidence of seamless, bidirectional, write-back, or production-ready support.
Connector is on the roadmap — not available in the dashboard yet. Reach out to your account manager for early access.
Reach out to your account manager for early access →Connector is on the roadmap — not available in the dashboard yet. Reach out to your account manager for early access.
Reach out to your account manager for early access →Connector is on the roadmap — not available in the dashboard yet. Reach out to your account manager for early access.
Reach out to your account manager for early access →Connector is on the roadmap — not available in the dashboard yet. Reach out to your account manager for early access.
Reach out to your account manager for early access →Connector is on the roadmap — not available in the dashboard yet. Reach out to your account manager for early access.
Reach out to your account manager for early access →Connector is on the roadmap — not available in the dashboard yet. Reach out to your account manager for early access.
Reach out to your account manager for early access →Compare documented scope, not platform counts.
This table intentionally avoids turning platform names into a promise. See each card for the current Taxerity.AI status and limitations.
| Platform | Taxerity.AI | TaxGPT | Black Ore | Corvee (Instead AI) | CCH Axcess Expert AI | Thomson Reuters CoCounsel |
|---|---|---|---|---|---|---|
| Intuit ProConnect Tax | Partial / coming soon | — | — | — | × | × |
| Thomson Reuters UltraTax CS | Configured environment | — | — | — | × | |
| Intuit Lacerte | Coming soon | — | — | — | × | × |
| Wolters Kluwer CCH Axcess | Coming soon | — | — | — | × | |
| OLSoftware OLT Pro | Coming soon | — | — | — | × | × |
| Drake Tax | Coming soon | — | — | — | × | × |
| TaxAct Professional | Coming soon | — | — | — | × | × |
— Platform support not documented publicly. Information verified against publicly accessible sources as of July 2026. Contact the respective vendor for the most current integration details.
Consent and review controls
Consent steps and review records, with the limits stated plainly.
Supported intake paths can record a consent step and the application can retain review records. These are implementation details, not a legal-compliance, certification, residency, retention, or production-clearance conclusion. Review /privacy and /trust with qualified advisers before importing taxpayer data.
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