TaxCadet files every client document, keeps your tracker current, chases missing paperwork and pre-enters returns in your tax software. Your preparers review and file. TaxCadet does the rest.
Built and used daily by a working Orlando tax office. Works with TaxSlayer Pro, Drake Tax and CrossLink.
TaxCadet runs on its own every hour during business hours, using Claude by Anthropic on your office computer and your office Google account.
Clients email or upload W-2s, 1099s and IDs. TaxCadet reads each one, names it, and files it in the right client's folder.
Your client tracker updates with what was received, what is missing, and where every return stands.
Missing-document requests, engagement letters and e-sign forms are drafted for you to approve and send.
TaxCadet enters the documents into your tax software screen by screen, then leaves a reviewer checklist.
Your preparer checks the entry, answers due diligence, and e-files. TaxCadet never signs or transmits a return.
The repetitive work that eats your season, done the same careful way every time.
Email and form attachments sorted into the correct client folder, with a log of every file.
W-2, 1099-NEC/MISC/INT/DIV/R/G, SSA-1099, Schedule C, dependents and more, entered from the documents.
Every pre-entered return gets a checklist of what to verify, so review takes minutes instead of an hour.
Drafted emails for missing documents and signatures, ready for your approval.
Extensions, estimated payments and filing deadlines tracked per client.
After a return is accepted, a thank-you with your Google review link and a referral ask.
Pick the program your office already uses. Multi-office plans can mix programs.
Data entry for Drake Tax and CrossLink starts in guided mode, and each screen is checked on first use. Intake, filing, tracking and follow-ups work fully in every program.
Client data stays in your office's own accounts.
Documents and client records live in your Google Drive and tax software. TaxCadet's servers receive counts only, never names, SSNs or amounts.
TaxCadet never e-files, signs, changes bank details, or marks a return complete. Your preparer does.
Instructions hidden inside client emails or documents are ignored. TaxCadet follows only your office's procedure.
Pay once a year and save about 13%, or pay monthly: the season price January through June and the lower off-season price July through December.
Each office also needs its own Claude subscription from Anthropic (billed separately by Anthropic) and a Google Workspace or Gmail account.
No. TaxCadet prepares and pre-enters. A licensed preparer in your office reviews every return, answers due diligence, and e-files. That keeps you in control and compliant.
A Windows computer with your tax software installed, the Claude desktop app with a Claude subscription, and a Google account for the office. We walk you through setup in about 30 minutes.
In your own Google Drive, Gmail, Google Sheets and tax software, the same places it lives today. TaxCadet's licensing server only receives counts such as "12 documents processed".
Nothing stops. You'll see a notice, and we'll talk about moving up a plan.
Extra computers still do intake, filing and follow-ups. Data entry runs only on the computers your plan covers. You can move a computer to a different seat anytime.
TaxCadet was built inside First Class Tax Relief, a working tax office in Orlando, Florida, and it runs there every day of the season.
Watch a 20-minute demo of TaxCadet filing client documents and pre-entering a test return in TaxSlayer Pro. Drake and CrossLink offices get the same intake, tracking and follow-ups.
Already a customer? Support: support@taxcadet.com