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DynaTax AI

Tax software export

Meet the software you already file with.

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Included in: Professional plans

Export prepared data to Drake, or bring in a ProSeries and Lacerte TXF file.

Keep filing where you file

Prepared data exports for Drake rather than forcing a new filing workflow.

Bring prior years in

ProSeries and Lacerte TXF files import, so history comes with the client.

No double entry

The data moves; you do not retype it.

How it works

  1. 1

    Prepare in DynaTax AI

    Books, documents and figures in one workspace.

  2. 2

    Export or import

    Drake export out; ProSeries and Lacerte TXF in.

  3. 3

    File as you always have

    Your filing software does not change.

Tax software export questions

Drake export, and ProSeries and Lacerte TXF import.
It is on the roadmap and marked as such — see Tax filing & e-file.
Step-by-step guide to tax software export

Works with

AI tax research

Ask a complex tax question and get an answer citing the code, regulations and IRS guidance.

Firm management

Members, roles, engagements and a view of who is carrying what across the practice.

Team chat

Internal chat per firm and per client engagement, separate from what the client sees.

Try tax software export free for 14 days

No credit card required. Bring your existing books with you — imports never count against your plan.