What each one does, side by side.
Three ways to get a client's tax documents into a return without keying them by hand. The Intuit and Drake cells come from each vendor's own published pages, linked below. Where a vendor doesn't say, the cell says so. We don't fill it in for them.
| Read 28 Sep 2026 | KairosSelah Systems | Tax ImportIntuit ProSeries | SmartExtract (Beta)Drake Software |
|---|---|---|---|
| Works inside which software | Intuit ProSeries, on your own Windows computer. Drake Tax support: in testing, 2026 season. | ProSeries Basic and ProSeries Professional, 2025 Form 1040 returns. Downloads W-2, 1098 and 1099 data from participating financial institutions. [I1] [I2] | Drake Tax 2025 (desktop) and Drake Tax Online, 1040 returns only, in beta. You upload the documents. [D1] [D2] |
| Reads each value back after typing | Yes. After typing, it reads the values back off the ProSeries screen. A field that doesn't match what was typed is flagged, not trusted. | Not stated by vendor. | Not stated by vendor. Drake says imported data "should always be reviewed and verified for accuracy before the return is filed." [D1] |
| Shows where each number went | Yes. A record for each client of which document box went to which ProSeries field, what was read back, and what your team decided. You can print it. | Not stated by vendor. | Its review screen shows the data entry on the left and the original document on the right, to compare side by side. Imported data lands in the regular data entry screen for each form. [D1] |
| Flags math that doesn't add up | Yes, where the document prints its own totals. On a 1099-B it adds up the lots and compares them with the broker's printed totals; on a profit-and-loss statement it compares the rows with the printed section totals, to the cent. A mismatch is flagged for your review. | Not stated by vendor. | Not stated by vendor. |
Intuit also sells Tax Scan and Import for ProSeries Professional, which processes scanned source documents; it is not available in ProSeries Basic. [I2] [I3]
Sources
- [I1] Intuit, "Importing financial institution data into ProSeries with Tax Import": accountants.intuit.com
- [I2] Intuit, "Understanding the differences between Tax Import and Tax Scan and Import in ProSeries": accountants.intuit.com
- [I3] Intuit, "Importing scanned source documents with ProSeries Scan and Import": accountants.intuit.com
- [D1] Drake Software Knowledge Base, "Drake Tax - Drake SmartExtract (Beta)": kb.drakesoftware.com
- [D2] Drake Software, "Drake SmartExtract": drakesoftware.com
Something here out of date or wrong? Tell us at arri@selahsystems.ai and we'll correct it. Intuit, ProSeries, Drake and SmartExtract are trademarks of their owners; this page is not affiliated with or endorsed by them.