Redefining the future of tax through AI
Taxwell is using AI to fundamentally reshape how tax experiences are built, delivered, and connected helping consumers and professionals move faster, reduce complexity, and operate with greater confidence.
Better tax experiences, built together
See how our brands, technology, and tax expertise come together to serve customers across the tax ecosystem.
Trusted portfolio of consumer and professional brands
AI and platform innovation across the ecosystem
Scale that serves millions of filers and practitioners
A mission to simplify tax for everyone who relies on us
Serving everyone who files taxes
Discover how Taxwell products help both taxpayers and professionals make tax season simpler.
How AI is powering smarter, more connected tax experiences
- SmartFile AI: AI-assisted filing designed to simplify and guide the tax journey.
- XPERT Full Service + Agentic support: AI-powered workflows helping teams move faster and work smarter.
- AI-Assisted Workflows: Connected AI experiences that reduce friction and improve efficiency.
Drake’s excellence is in every detail
Tax preparation and practice management solutions that help preparers serve clients and operate firms of every size.
- A top-tier provider of professional tax preparation software.
- Drake provides the tools and support tax professionals need to build their businesses and attract new clients.
- Our customers know they can rely on Drake for comprehensive product excellence and value.
Built for speed, transparency and accuracy
- AI-assisted workflows help simplify filing and reduce manual effort from start to finish.
- Built-in validation checks help catch issues early and keep returns moving smoothly.
- Streamlined review and preparation tools help teams move faster with greater confidence.
Smarter tax workflows for modern firms
- AI-powered workflows help firms move from preparation to filing with greater speed and efficiency.
- Connected tools and built-in intelligence help reduce friction, improve accuracy, and simplify complex tax workflows.
- Scalable experiences designed to support modern tax professionals and the future of tax operations.
Innovation across Taxwell
Explore how teams across Taxwell are creating smarter, more connected experiences for consumers and tax professionals.
SmartFile AI – Your documents become your return.
Upload tax documents and SmartFile helps organize information, answer questions, and guide you through filing in real time, including resolving alerts and review items automatically when possible. Available for individual and small business filers on desktop and mobile.
