Now live for Drake Tax and ProConnect

Tax season,
minus the data entry.

AutoKey reads your clients’ documents, shows you every number next to the source PDF, and types the approved values straight into your tax software. Nothing lands until you say so.

5 returns free · No credit card · Set up in minutes

Reviewing · Morgan, Alex
Source documentW-2 · page 1
Form W-2Wage and Tax Statement · 2025
Extracted fields4 of 4 read
Nothing pushes until you approvePush to Drake

Works with your tax software

Drake TaxLiveProConnectLiveCCH AxcessSoonLacerteSoonUltraTaxSoon
2tax programs

Drake Tax and ProConnect, live today. Three more on the way.

99%field-level accuracy

Every value checked against the source document before it touches the return.

5returns free

on every new account. Test it on real client documents first.

How it works

From client PDFs to a
filled return.

01

Upload the whole client at once

Drop in every PDF, scan, and phone photo in one go. AutoKey works out what each document is, whether that is a W-2, a brokerage 1099, or a 40-page K-1, and pulls every field it carries.

  • Scans and phone photos welcome
  • Duplicates get caught on upload
Uploads · Morgan, AlexDetecting 4 of 12…
W-2 — Northwind LLCW-2
1099-DIV — Vanguard1099-DIV
K-1 — Sunoco LPK-1 (1065)
1098 — Chase Home Lending1098
02

Review with the source in sight

Every number sits next to the PDF it came from, highlighted right where it appears. A wrong SSN, a prior-year document, a duplicate 1099: all flagged before they can touch the return.

  • Click a value to see it on the PDF
  • SSN and tax-year checks on every document
  • You approve every field
Review · 1099-INT — Chase2 checks flagged
SSN doesn’t match this client
Document shows ***-**-4821 · client file ends 7733
Possible duplicate
A matching 1099-INT was uploaded on Feb 3
Interest income $1,204.17
Matches the highlighted Box 1 on the PDF
03

It types. You watch.

The AutoKey agent runs on your computer and types approved values into Drake or ProConnect. Right screen, right line, every time. Client files stay under your control.

  • Runs on your machine, in your software
  • Correct screen and line on every field
  • Every run logged
AutoKey agent · this PCTyping into Drake Tax 2025
W-2 — Northwind LLC Filled
1099-DIV — Vanguard Filled
K-1 (1065) — Sunoco LPfield 18 / 24
Run progress87 fields · 2 of 3 forms
Included with every return

More than typing.

Excel workpapers

Per-client workpapers generated from the extracted data, ready for review files.

PDF binder

Every source document organized into a single bookmarked binder per client.

Client import

Pull your client list straight from Drake or ProConnect. No retyping names and SSNs.

Duplicate detection

Re-uploaded and copied documents get caught before they double-enter anything.

Dual-monitor review

Pop the PDF out to a second screen and keep the field panel on your main one.

Signed agent updates

The desktop agent checks a cryptographic signature on every update before it installs.

Security

Bank grade security.

You’re trusting us with SSNs and income statements. Here is exactly how they’re protected.

Encrypted end to end

AES-256 in transit and at rest. SSNs get a second application-layer encryption pass before they touch the database.

Zero-retention AI

Our AI providers process documents under zero-retention terms. They store nothing and train on nothing.

Never in the logs

Field values and SSNs are scrubbed before anything reaches an application log.

US infrastructure

Hosted on Microsoft Azure in US data centers, on SOC 2 and ISO 27001 certified infrastructure. Our own SOC 2 audit is in progress.

Access & history

Organization roles with member invites. Every upload, extraction, review, and push to your tax software is recorded.

Signed agent updates

Every agent update carries a cryptographic signature, checked before install. Unsigned builds never run.

Full details on the security page.

See it run

Watch a real return
get typed.

Pricing

Pay per return.
Cheaper as you scale.

No subscription and no per-seat fees. The prices on this page are the prices.

Try it free. Every new account gets 5 returns to test on your own client documents. No credit card.

Pay per return

from $12.50

Volume discounts, billed by the return.

  • 1return$25/ return
  • 50returns$15.50/ return
  • 100returns$15/ return
  • 200returns$14/ return
  • 300returns$13/ return
  • 500returnsBest rate$12.50/ return

Volume is cumulative. Buy 100 returns now and 400 later, and you’re billed at the 500-return rate rather than two separate tiers.

No subscription · No per-seat fees · Cancel anytime

Enterprise

Custom

For high-volume & multi-office firms.

  • Custom rate below $12.50 per return
  • Unlimited preparers and seats
  • SSO / SAML
  • Uptime SLA and priority support
  • Advanced audit logs and exports
  • Custom DPA and security review
  • Dedicated onboarding and account manager
  • First in line for CCH Axcess, Lacerte, and UltraTax

We’ll tailor pricing to your volume and software.

Questions

Plain answers.

Anything not covered here, email contact@taxhance.com.

Which tax software does AutoKey work with?
Drake Tax 2025 desktop on Windows and Intuit ProConnect. Both are live today. CCH Axcess, UltraTax, and Lacerte are next in line. Run something else? Email contact@taxhance.com and we build by demand.
What happens when the OCR misreads a number?
Nothing pushes without you. When AutoKey is less than certain about a value, it flags it for your review, so the shaky reads come to you first. Every extracted field shows up side by side with the PDF, highlighted right where it appears on the document, and you confirm or fix it before it lands in your tax software. The bar is preparer-grade review, not blind trust.
How does it handle K-1s, multi-state returns, and complex entities?
K-1s from 1065, 1120S, and 1041 work today. For multi-state allocations and entity quirks, AutoKey writes what's on the source document into the right screen. Your judgment still drives the allocation logic, the same way it does now.
Do you use AI on my client data?
Yes. AI reads the fields off the PDFs. What matters is how that data is handled: our AI providers process documents under zero-retention terms, so they store nothing and train on nothing. Field values and SSNs get scrubbed before anything reaches our logs. Everything is encrypted in transit and at rest. And you see every value before it goes anywhere near a return.
Do I need to install anything?
One small Windows app: the AutoKey agent. It does the typing on your machine, in your copy of Drake or your ProConnect account, so client files never route through anyone else’s computers. It updates itself and checks a cryptographic signature on every update before installing.
How is this different from other AI tax tools?

Compare three things:

  1. 1Reviewable. Every value sits next to the source document, highlighted on the PDF, and a human approves it before it pushes.
  2. 2Local. The agent types into your software on your machine. Client files never run through a vendor-hosted copy of your tax program.
  3. 3Private. AI providers process documents under zero-retention terms, your client data never trains a model, and field values never reach a log file.

5 returns free.
Watch it type.

Sign up, upload one client’s documents, and watch the numbers land in your tax software before the free returns run out.

Email Pujan

No sales team · No demo gate · Built and answered by the founder