Discover how Intuit ProConnect Tax uses AI-powered automation to streamline tax preparation while seamlessly integrating with accounting and advisory workflows.
TXF Intelligence is Taxfyle's AI-powered automation tool designed for small and medium CPA firms. It transforms messy client PDFs into clean, Ready returns while reducing manual data entry by up to 70%. CPAs stay in control with flagged confidence scores, side-by-side validation, and final approval before export.
Learn how SafeSend One automates your entire tax workflow from intake through delivery, with features and tools for document gathering, engagement letters, file transfers, organizers, eSignatures, and tax return assembly and delivery.
Canopy is an all-in-one practice management software that allows your firm to do more in one place. Canopy has all of the functionality you'd expect from a traditional practice management software: CRM, time and billing, document management, workflow and a robust client portal. But Canopy is so much more than that, also enabling firms to handle payments, client intake, and engagements and proposals. With Canopy, firms can manage work all the way from proposal to payment- and everything in between.
Today, 70% of accounting firms use AI at least weekly, and 35% of high-growth firms use it daily. These findings from the 2025 Future Ready Accountant report highlight how rapidly firms are integrating AI to improve client guidance and operational efficiency.
Communicating the value of tax planning can be challenging, yet it's one of the most effective ways CPAs and EAs can strengthen relationships and grow their firms. In today's AI-driven world, clear, client-centered communication supported by tools like Holistiplan sets trusted advisors apart.
