Tax software prepares returns. Client portals should feed them documents. XyloDocs works with the major professional prep platforms firms already run — Drake Software, Intuit Lacerte, and ProConnect Tax Online — through a simple, accurate handoff: collect and organize documents, then Export for Drake or Export for Intuit.
The shared workflow
- Clients send documents into XyloDocs (portal, SMS, WhatsApp, email)
- Documents are organized by client and tax year
- A master agent opens the client profile and chooses Export → Export for Drake or Export → Export for Intuit
- One document downloads as a file; two or more download as a ZIP
- Preparers attach or import the package and continue the return in their tax software
XyloDocs does not claim a live public API into Drake or ProConnect/Lacerte return data. Intuit does not offer a public ProConnect Tax API for third-party apps. The high-value bridge firms need is organized, year-scoped documents — not a fake "live sync" claim.
Drake Software
Drake Software is a widely used professional tax prep platform. Use Export for Drake when Drake is your engine of record. Full walkthrough: XyloDocs + Drake Software.
Drake prepares the return. XyloDocs gets the documents ready for Drake.
Intuit Lacerte
Intuit Lacerte is built for complex, high-volume returns — which means more source documents per engagement. Use Export for Intuit (product tooltip: Lacerte, ProConnect Tax, ProSeries). Full walkthrough: XyloDocs for Lacerte firms.
Intuit ProConnect Tax
ProConnect Tax Online is Intuit's cloud professional tax product inside Intuit Accountants. There is no public ProConnect Tax API; Export for Intuit is the practical bridge cloud firms can use today. Full walkthrough: XyloDocs + ProConnect Tax.
Comparison at a glance
| Tax software | Type | Official site | In XyloDocs |
|---|---|---|---|
| Drake | Professional tax prep | drakesoftware.com | Export for Drake |
| Intuit Lacerte | Complex / high-volume (desktop or hosted) | Lacerte for accountants | Export for Intuit |
| Intuit ProConnect Tax | Cloud professional tax | ProConnect Tax Online | Export for Intuit |
| Intuit Accountants | Platform / suite home | accountants.intuit.com | Context + SEO hub |
Product facts (keep expectations clear)
- UI: Client profile → Export → Export for Drake or Export for Intuit
- Scope: Selected client + tax year (optional contact/assignee filter)
- Who can export: Master agents and super admins
- File contents: Original stored documents — not rewritten into proprietary Drake/Lacerte formats
- Complementary Intuit API: QuickBooks Online sync for customers/invoices is separate from tax-return export
Next step
Bring your Drake or Intuit workflow to a demo — book a walkthrough — or review pricing and the feature list. For firms comparing practice management stacks, see XyloDocs vs TaxDome.
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