Available now for Drake. ProConnect, CCH Axcess, and Lacerte support coming soon…

Autonomous data entry for Drake Tax

Stop keying W-2s
into Drake.

AutoKey reads your client’s source documents, extracts every value, and shows you each field side by side with the PDF. Nothing pushes to Drake until you approve it.

Live with one CPA firm this seasonFree during betaNo credit card, no queue
app.taxhance.com / autokeyLive
TaxhanceAutokey
4
5
1099-INT
1099-R
K-1
W-2
1 / 1
−100%+
a Employee’s SSN
374-51-8829
OMB No. 1545-0008
Safe, accurate, FAST! Use
IRS e-file
b Employer ID (EIN)
84-2105973
1 Wages
92,450.00
2 Fed tax
18,124.00
c Employer’s name, address
SUMMIT TECHNOLOGY SOLUTIONS INC
4200 Innovation Parkway, Suite 300
Austin, TX 78759
3 SS wages
92,450.00
4 SS tax
5,731.90
5 Medicare wages
92,450.00
6 Medicare tax
1,340.53
e Employee’s name
JAMES R. ANDERSON
Round Rock, TX 78681
Form W-2Wage and Tax Statement · 2026
W-2
Sample_W2_James_Anderson_2026.pdf
Employer information
TSJ (Taxpayer/Spouse)*
T
Employer EIN (Box b)*
84-2105973
Employer Name (Box c)*
SUMMIT TECHNOLOGY SOLUTIONS INC
Street Address
4200 Innovation Parkway, Suite 300
City
Austin

Preview · a live-from-Drake demo is loaded here once you book a call.

The hidden cost of a tax season

A 200-return season is
130 hours of typing.

Every W-2, 1099, and K-1 gets typed into Drake by hand. Number by number, form by form, client by client. That’s hours you can’t bill, can’t review, and can’t get back.

~40 min
data entry per return
200
returns per season
~130 hrs
pure typing, no review

That’s the work AutoKey takes off your desk.

How it works

Four steps.
You approve before anything pushes.

Step 01

Upload the PDFs

Drop in your client's W-2s, 1099s, K-1s, 1098s. PDFs, scans, or photos. All accepted.

Step 02

AI extracts every field

AutoKey reads each document and pulls out every value: Box 1, EIN, payer name, interest paid, whatever the form carries.

Step 03

Review side by side before anything commits

Document on the left, extracted values on the right. Confirm or fix each field. Nothing moves into Drake until you approve it.

Step 04

AutoKey pushes to Drake

Approved values land on the correct Drake screen and the correct line. Same mapping, same result, every time.

Forms supported today

Every source document
your clients send.

17 forms live in Drake Tax 2025. New ones ship every week. If yours isn’t here, request it.

Wage
W-2
Wages & salary
Wage
W-2G
Gambling winnings
1099
1099-NEC
Nonemployee comp
1099
1099-MISC
Rents, royalties, prizes
1099
1099-DIV
Dividends
1099
1099-INT
Interest income
1099
1099-R
Retirement distributions
1099
1099-G
Govt payments
1099
1099-K
Payment card / 3rd party
1099
1099-B
Broker proceeds
1099
1099-SA
HSA / MSA distributions
K-1
K-1 (1065)
Partnership
K-1
K-1 (1120S)
S-corp
K-1
K-1 (1041)
Trust / estate
Other
1098
Mortgage interest
Other
1098-T
Tuition
Other
SSA-1099
Social Security
Don’t see a form you need?

Tell me which one and I’ll add it. Most requests ship within a week.

Request a form
Built for client-data trust

We use AI.
Your data stays yours.

Zero data retention. No model training on your returns. Every value reviewed before anything pushes to Drake.

Zero data retention

Your client documents are processed in-session and wiped the moment the session ends. Nothing is kept on our servers after you're done.

Reviewable

Yes, we use AI to extract values from the PDFs. But every extracted field is shown side by side with the source document before anything pushes to Drake. A human is always the last one to say yes.

No model training

Your client data never trains a model, ours or anyone else's. End to end encrypted in transit and at rest. Full stop.

Live this tax season

One CPA firm is running this entire tax season on AutoKey.

Not a demo. Not a synthetic test. Real returns, real clients, real Drake. That’s the only proof I’m putting on this page right now. The next one is yours.

A note from the founder

I onboard every firm myself.

No sales rep, no SDR, no queue. You book a 15 minute call directly with me. I walk you through AutoKey on a real return, you decide whether it actually saves you time, and if it does we get you set up the same week.

That’s the deal until the beta closes. The product is small, my time is the bottleneck, and that’s the only honest way to ship something this close to your client data.

Pujan Vasania
Founder · Taxhance
Questions

Plain answers.

Anything not covered here, ask on the call or email contact@taxhance.com.

Which versions of Drake does AutoKey work with?
Drake Tax 2025 desktop on Windows. Earlier versions and Drake Zero are on the roadmap. Ask on the call if you need a specific build.
What happens when the OCR misreads a number?
Nothing pushes without you. Every extracted field is shown side by side with the PDF for you to confirm or correct before anything lands in Drake. 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 are supported today. For multi-state allocations and entity-specific quirks, AutoKey writes what's on the source doc into the right Drake screen. Your judgment still drives the allocation logic, the same way it does today.
Do you use AI on my client data?
Yes. AI does the field extraction from the PDFs. What we promise is how that data is handled: zero data retention (nothing is stored after your session ends), no model training (your client data never trains our models or any third party model), end to end encrypted in transit and at rest, and every extracted value is shown to you before it pushes to Drake. You're always the last reviewer in the loop.
What if I'm not on Drake?
Join the waitlist below. CCH Axcess, ProConnect, UltraTax, and Lacerte are next. I prioritize the waitlist by demand, so adding your software actually moves it up the list.
How much does it cost?
Free during beta. The whole point of running this season with one firm before opening it up is to make sure it actually saves you time before anyone pays for it.
How is this different from other AI tax tools?
Three things. (1) Reviewable. Every extracted value is shown side by side with the source document before anything pushes to Drake, so a human is always the last one to approve. (2) Zero data retention. Nothing about your return is kept on our servers after your session ends. (3) No model training. Your client data is never used to train our models or any third party model.
Ready?

Get those 130 hours back.

A 15 minute call with me. If AutoKey doesn’t look like it saves you time, we both move on.

contact@taxhance.com

Pujan Vasania, founder

Non-Drake waitlist

Not on Drake? Get in line.

CCH Axcess, ProConnect, UltraTax, and Lacerte are next. Tell me what you use, and I prioritize by demand.