Tax Document Automation
We build custom automation solutions to simplify tax preparation and compliance. Our systems can extract data from W-2s, 1099s, receipts, and tax forms - tailored to your practice's specific workflows to accelerate filing and maximize client deductions.
Custom Solutions We Can Build
We build end-to-end document automation solutions tailored to your specific business needs
Tax Preparation Automation
Streamline tax preparation with automated extraction from W-2s, 1099s, and tax documents for faster filing.
- Multi-form tax document extraction
- Client portal for document upload
- Automated data validation
- Tax software integration
Expense & Receipt Management
Maximize deductions with automated receipt and expense categorization for comprehensive tax planning.
- Smart receipt categorization
- Mileage and expense tracking
- Deduction optimization
- Year-round expense capture
Client Document Management
Centralize client tax documents with secure portals and automated organization for efficient tax season operations.
- Secure client document portals
- Automated document classification
- Multi-year document storage
- Bulk processing capabilities
Ready to automate your document workflows?
Contact us to discuss your specific requirements. We'll work with you to build a custom end-to-end document automation solution that fits your business perfectly.
Contact usKey Benefits
Transform your operations with intelligent document automation
Accelerate Tax Season
Process tax returns 5x faster with automated document extraction. Reduce manual data entry by 95% and handle more clients during peak season.
Maximize Client Deductions
Capture every deduction with comprehensive expense tracking. AI-powered categorization ensures no deductions are missed.
Improve Accuracy
Eliminate transcription errors with automated data extraction. Reduce amended returns and IRS notices with 99%+ accuracy.
Scale Your Practice
Handle growing client loads without adding staff. Automate routine tasks and focus on high-value tax planning and advisory.
DIY Using Our Industry-Leading OCR APIs
Prefer to build it yourself? Integrate our powerful OCR APIs directly into your applications and experience exceptional accuracy, speed, affordability and customisation for any document parsing
W-2s OCR
Simplify tax season with automated W-2 processing. Instantly capture wages, federal and state withholdings, and employer information.
Learn moreForm 1099 OCR
Automate 1099 processing for all variants (INT, DIV, MISC, NEC, R). Extract income amounts and tax withholdings.
Learn moreForm 1099-R OCR
Simplify retirement tax reporting with 1099-R automation. Capture gross distributions and taxable amounts.
Learn moreForm 1098 OCR
Accelerate tax deduction processing with Form 1098 automation. Extract mortgage interest and student loan interest.
Learn moreReceipts OCR
Smart parsing for any receipt format. Extract merchant details, line items, and totals for expense deduction tracking.
Learn moreSSA-1099 OCR
Automate Social Security income reporting with SSA-1099 capture. Extract benefit amounts and withholdings.
Learn more