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?
Can't find what you're looking for? Our AI assistant and support team are here to help.