Tax software

Use these guides to connect AI Tax Prep to the firm tax software environment. Connect only from a firm-managed workstation with access to the intended data location. These integrations can also be used in Filed Chat and Routines. Read access is always enabled; turn off write access when Filed should not perform data-entry actions.

• CCH Axcess

• UltraTax CS

• Lacerte

• Drake

• GoSystem Tax RS

• ProConnect Tax