DynaTax AI Help Center
Everything you need to know about AI-powered tax preparation
Browse by Category
AI Features
Learn how our AI categorizes expenses and prepares tax data
- How AI categorizes transactions
- Understanding confidence scores (green/yellow/red)
- AI-powered deduction discovery
Software Integration
Export AI-prepared data to your tax software
- Drake Tax Software export guide
- ProSeries TXF import guide
- Lacerte integration
Getting Started
Set up your account and start organizing your finances
- How to connect bank accounts
- Set up ACH transfers
- Upload receipts for AI OCR
Bookkeeping Basics
Essential bookkeeping workflows and best practices
- Bank reconciliation step-by-step
- Chart of accounts setup
- Journal entry basics
For Professionals
Professional signup, license verification, and getting started
- 4-step signup process
- License verification explained (1-2 days)
- Platform access during verification
Popular Articles
How AI Tax Preparation Works
Complete guide to AI-powered tax data processing
Professional Signup Guide
Join as a CPA, EA, or tax professional - license verification explained
Drake Tax Software Export Guide
Step-by-step guide to exporting data to Drake
ProSeries TXF Import Guide
How to import TXF files into Intuit ProSeries
Are you a Tax Professional?
Join our growing network of CPAs, EAs, and Tax Attorneys using DynaTax AI to streamline their practice. AI handles data entry, you review and export to your tax software.
Still need help?
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Tax Advice Disclaimer
The information provided on this website is for general educational purposes only and does not constitute tax, legal, or accounting advice. Tax laws are complex and change frequently. You should consult with a licensed CPA, EA, or tax attorney for advice specific to your situation. DynaTax AI is a technology platform and marketplace connecting users with independent licensed professionals. We do not provide tax advice, prepare tax returns, or represent you before the IRS.
AI Accuracy & Limitation of Liability
While DynaTax AI achieves high accuracy rates on standard transactions, AI is not 100% perfect and errors may occur. All AI-generated tax data MUST be reviewed and approved by a licensed tax professional before filing. Neither DynaTax nor the AI system guarantees accuracy, and we are not responsible for errors, omissions, or consequences arising from AI categorizations. The licensed professional reviewing your return is solely responsible for its accuracy and completeness.
Independent Professional Relationship
All CPAs, EAs, tax attorneys, and bookkeepers on the DynaTax platform are independent professionals, not employees or agents of DynaTax. They maintain their own professional liability insurance and are solely responsible for their professional services. DynaTax is a marketplace platform connecting clients with professionals and provides technology tools only.
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