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Connect
Automated tax data entry that extracts data from W-2s, 1099s, K-1s and brokerage statements and posts it directly into UltraTax, Lacerte, Drake, and CCH Axcess without rekeying.
What is Connect?
Automated tax data entry that extracts data from W-2s, 1099s, K-1s and brokerage statements and posts it directly into UltraTax, Lacerte, Drake, and CCH Axcess without rekeying.
Product typeTax & Financial Reporting
Pricing ·
Deployment
APINot available
What teams use Connect for
Automated client document intake
Review-ready workpaper preparation
Tax data entry into tax software
Tax return delivery and e-signature
Integrations and access
Platforms, integrations, and language support vary by plan and region. Confirm final requirements with the vendor.
Platforms
IntegrationsAPI and webhooks
Languages
Support
What reviewers say
Community reviewsReviews are owned and editable by their authors.
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Enterprise readiness
Compliance claims are normalized from current vendor documentation and independently reviewed by SOTA2.
SOC 2 Type II
NIST SP 800-53
AES-256 encryption at rest
TLS 1.2+ in transit
Multi-factor authentication
Strong password enforcement
Audit trails
DDoS protection
Firewall rules
Continuous security patching
Rapid vulnerability response
Data retention:
Benchmarks and comparisons
Independent benchmarksStructured task results are being verified.
Side-by-side comparisonsComparison workspaces will be available in a later release.
