Designed to work with Canopy
Designed to work with Canopy: sync your client list and bring client files from Canopy into review, then post an approved status note back. Lacerte, UltraTax CS and Drake exports are coming soon.
Canopy
Client list sync, client files into review, and approved status notes back.
Canopy details → Coming soonLacerte
Export for Lacerte workflows is planned. Not available yet.
Lacerte details → Coming soonUltraTax CS
Export for UltraTax CS workflows is planned. Not available yet.
UltraTax CS details → Coming soonDrake
Export for Drake workflows is planned. Not available yet.
Drake details →Which documents are covered?
| Document type | What it generally reports | Typical client format |
|---|---|---|
| Form W-2 | Wages and withholding from an employer | PDF from payroll portal, paper copy photographed |
| Form 1099-INT | Interest income | PDF download from bank, often inside a composite statement |
| Form 1099-DIV | Dividends and distributions | Brokerage PDF, often a multi-page composite |
| Form 1099-B | Proceeds from broker transactions | Brokerage composite statement |
| Form 1099-NEC / 1099-MISC | Nonemployee compensation and miscellaneous income | PDF or paper form |
| Form 1099-R | Distributions from retirement plans, pensions and annuities | PDF or paper form |
| Schedule K-1 (1065, 1120-S, 1041) | A partner's, shareholder's or beneficiary's share of income, deductions and credits | PDF, sometimes with lengthy supplemental statements |
Document coverage, field mapping and file formats will be confirmed with each pilot firm for its software and version.
Use different software?
Choose "Other" on the pilot form and tell us what you use.
Canopy, Lacerte, UltraTax CS and Drake are trademarks of their respective owners. NiniTaxBot is not affiliated with or endorsed by any of them. The Canopy integration is designed to work with Canopy and is in pilot testing. Lacerte, UltraTax CS and Drake exports are coming soon and are not available today.
Last reviewed: October 2026.
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