Tech Roundup: Taxfyle rolls out TXF Intelligence for smaller practitioners

Tech news: Taxfyle rolls out AI tool for small tax pros

Published June 20, 2025 10:47 AM

Updated June 20, 2025 12:49 PM

1 Min Read

Taxfyle rolls out TXF Intelligence for smaller practitioners; Foxit adds 40 integrations for document management; Deloitte and SailPoint expand collaboration on identity management; and other tech news.

Taxfyle rolls out TXF Intelligence for smaller practitioners

Tax solutions provider Taxfyle announced the release of its new TXF Intelligence product, a generative AI tool built to automate and streamline tax return preparation for small tax and accounting firms in the U.S. It automates the process from data collection to tax return preparation, all within their existing tax software, as it integrates with solutions like Intuit ProConnect and Drake Tax, allowing firms to maintain their current workflows for compliance and e-filing. Users can automatically onboard their clients by dragging and dropping the relevant file, access a secure file transfer portal for document collection, and then have the AI review the documents, extract client data, verify the information, then send it on to the user's current tax-filing software.

Foxit adds integration solution for document management with over 40 connections

Document management and e-signatures solutions provider Foxit released Foxit Connectors, an expanding library of, so far, more than 40 pre-built integrations that let users automate document workflows directly within the tools they already use. Users will be able to now auto-fill, send, sign, track, and archive agreements without switching applications or involving IT. Integrations so far include Google Drive, Box, SharePoint, OneDrive, Dropbox, Workday, Lever, Freshteam, Lano, SAP Success Factors, Sage HR, ADP Workforce Now, Ceridian Dayforce, Deel, Gusto, HiBob, Namely, Oracle Cloud HCM, Paylocity, Paycor, Rippling, TriNet, UKG Pro, Zoho People, Avanture, Breezy HR, Bullhorn, Greenhouse, iCIMS, JobAdder, JazzHR, JobVite, Manatal, Pinpoint, SmartRecruiters, Teamtailor, Workable, Zoho Recruit, Bamboo HR and Cezanne HR.

Deloitte and SailPoint expand collaboration on identity management

Deloitte Canadian office in Ottawa

Brent Lewin/Bloomberg

Big Four firm Deloitte and Sailpoint, an enterprise security solutions firm, entered into a partnership to help advance enterprise identity security in the age of agentic AI. The collaboration is designed to help customers address two emerging areas: first, the critical need to secure and govern AI agents; and second, the need for insights and contextual support to help teams with decision-making, information discovery and task completion. The two are already collaborating to integrate SailPoint's AI-powered identity security platform and upcoming Agent Identity Security solution with Deloitte's Cybersecurity for AI and GenAI governance framework. This collaboration aims to create a broad toolset and methodology designed to help organizations secure AI agents. Deloitte and SailPoint are also working together to create a framework to accelerate the adoption of digital assistants for identity teams.

Baker Tilly plans to buy Sockeye, a Sage reseller

Baker Tilly

Top 20 firm Baker Tilly announced its intent to acquire Sockeye, a top Sage Intacct partner that specializes in technology-enabled finance, accounting and project management solutions. The acquisition will enhance Baker Tilly's Sage Intacct capabilities and accelerate its strategic focus on the construction sector. Sockeye, based in Alaska, brings this specialization across construction, real estate, not-for-profit organizations, oil and gas, and Alaska Native Corporations. The news follows a March announcement in which Baker Tilly announced its collaboration with Sage to offer Sage Intacct Construction to construction firms across the United Kingdom and Ireland. With Sockeye's history of serving construction and real estate clients, Baker Tilly is now positioned to scale rapidly in this area.

Other news

Karbon, an accounting practice management software provider, announced has been certified by Great Place To Work for the second year in a row across the United States, Australia, United Kingdom and the Philippines. The recognition reflects Karbon's certified, people-first culture supporting modern accounting firms. … Extend, an AI-native document processing platform, announced $17 million in seed and Series A funding. The round was led by Innovation Endeavors, with participation from Y Combinator, Homebrew, Character and prominent angel investors including Scott Belsky (former chief strategy officer of Adobe) and Guillermo Rauch (CEO of Vercel). The new funding will be used to scale Extend's engineering and go-to-market teams, further invest in R&D and accelerate product development. The launch includes a self-serve version of Extend's platform, enabling teams to get started immediately.