ProConnect, CCH Axcess, Lacerte 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.

5 returns free to testNo credit cardNo commitment
Self-serve. Sign up and start testing in minutes
Why it’s different

Built for your client data.

Deterministic, not AI vibing

We extract every value, you approve every field before anything pushes to Drake. No surprise hallucinations in client returns.

Zero data retention

Source documents and extracted values are deleted after each session. We never train on your client data.

17 forms live

W-2, every 1099 variant, K-1 (1065/1120S/1041), 1098, 1098-T, SSA-1099. Drake Tax 2025.

Built for sensitive client data

Security on every return, not an afterthought.

Data Encryption

Every uploaded document and extracted value is encrypted with AES-256 at rest and TLS 1.3 in transit.

Infrastructure

Hosted on Supabase Cloud (SOC 2 Type 2, ISO 27001 certified) in US-based data centers, with DDoS protection included.

Access Controls

Role-based permissions and multi-factor authentication (MFA), with granular team-member access scopes for every client.

Audit Trails

Every upload, extraction, review, and push to Drake is logged with actor, timestamp, and IP, retained up to 1 year and exportable on request.

Compliance

Built on SOC 2 Type 2 certified infrastructure. Actively pursuing our own SOC 2 Type 1 certification. GDPR compliant.

AI Data Privacy

Zero Data Retention (ZDR) on all AI processing: your client documents are never stored by AI services or used for model training. Context is discarded the moment a return is extracted.

Not on Drake?

ProConnect, CCH Axcess, Lacerte, and UltraTax are next. Email me which one you need and I’ll add you to the list.

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
Pricing

Pay per return.
Cheaper as you scale.

No subscription and no per-seat fees. You only pay for the returns you run.

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$16/ 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, not as 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
  • Support beyond Drake: ProConnect, CCH Axcess, Lacerte, UltraTax
  • Unlimited preparers & seats
  • SSO / SAML
  • Advanced audit logs & exports
  • Uptime SLA & priority support
  • Dedicated onboarding & account manager

We’ll tailor pricing to your volume and software.

Questions

Plain answers.

Anything not covered here, drop it in the headache field on the form 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. Tell us what you need on the form.
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?
Drake is live today. ProConnect, CCH Axcess, UltraTax, and Lacerte are next. Email contact@taxhance.com with what you use and we prioritize by demand.
How is this different from other AI tax tools?

Three things:

  1. 1Reviewable. 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. 2Zero data retention. Your source documents and the values we extract are deleted the moment your session ends. They are never stored long-term.
  3. 3No model training. Your client data is never used to train our models or any third party model.