Works with the tax software you already use
For CPAs, Enrolled Agents (EAs), and tax firms of every size. Seven native integrations — Intuit ProConnect, UltraTax CS, Lacerte, CCH Axcess, OLT Pro, Drake, and TaxAct. Section 7216 consent gating on every sync, full audit trail preserved per return, and zero data retention after processing.
Native connections
Seven platforms. One subscription.
Each card explains what the connector does and the three-step setup. Open any card to see what to expect.
Most AI tax tools support 1–2 platforms. We support seven.
A small cross-reference, drawn from the public material each competitor publishes. The blanks are explicit — we don't fabricate support we can't verify.
| Platform | Taxerity.AI | TaxGPT | Black Ore | Corvee (Instead AI) | CCH Axcess Expert AI | Thomson Reuters CoCounsel |
|---|---|---|---|---|---|---|
| Intuit ProConnect Tax | Yes — included | — | — | — | × | × |
| Thomson Reuters UltraTax CS | Yes — included | — | — | — | × | |
| Intuit Lacerte | Yes — included | — | — | — | × | × |
| Wolters Kluwer CCH Axcess | Yes — included | — | — | — | × | |
| OLSoftware OLT Pro | Yes — included | — | — | — | × | × |
| Drake Tax | Yes — included | — | — | — | × | × |
| TaxAct Professional | Yes — included | — | — | — | × | × |
— 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.
Compliance posture
Section 7216, SOC 2, and zero data retention — built into every sync.
You don't need a separate compliance project to use Taxerity.AI. Section 7216 consent is the gate on every import; AES-256 covers every row in transit and at rest; and no client return data is ever stored after processing completes.
Ready to try Taxerity.AI on your own returns — perfect for CPAs, Enrolled Agents (EAs), and accounting firms.
14-day free trial · No card on file · Cancel anytime