Stop Typing. Start Extracting.
Eliminate hours of manual data entry every tax season with intelligent document processing
Intelligent OCR Extraction
Automatically extract data from W-2s, 1099s, K-1s, and more with AI-powered OCR that understands tax form layouts.
80% Faster Processing
Reduce manual data entry time dramatically. Process hundreds of documents in minutes instead of hours.
99.5% Accuracy Rate
AI validation cross-references extracted data against IRS formats and flags discrepancies before they become errors.
Smart Extraction, Zero Guesswork
Upload documents in any format — our AI identifies the form type, locates every field, and extracts data with confidence scoring so you know exactly what needs review.
- Batch Upload & Processing
Drop entire folders of scanned documents. Our AI identifies form types and extracts data in bulk.
- Multi-Format Support
Process PDFs, scanned images, photos, and even faxed documents — regardless of quality or orientation.
- Tax Software Integration
Export extracted data directly to Lacerte, Drake, ProSeries, UltraTax, and other major tax preparation platforms.
- Continuous Learning
The AI improves with every document it processes, adapting to your firm's specific workflows and edge cases.
Document Extraction Queue
12 fields extracted
8 fields extracted
24 fields extracted
Drop documents here or click to upload
Who It's For
Built for tax professionals who need speed and accuracy during crunch time
Tax Preparation Firms
Process thousands of W-2s, 1099s, and K-1s during tax season without temporary hires.
CPA Practices
Speed up individual and business return preparation with automated data extraction.
Enrolled Agents
Handle more clients each season with faster document intake and fewer errors.
Bookkeeping Services
Extract data from financial statements and source documents for accurate record keeping.
Field-Level Review — W-2 (Johnson, Sarah)
Employer EIN
12-3456789
Wages, Tips, Other
$87,450.00
Federal Tax Withheld
$14,832.00
State Wages
$87,450.00
Local Tax Withheld
$412.50
Review with Confidence
Every extracted field includes a confidence score. High-confidence fields are auto-approved, while flagged fields get your attention — so you spend time only where it matters.
Export verified data to your tax preparation software with a single click. No re-typing, no copy-paste errors, no wasted hours.
Frequently Asked Questions
What types of tax documents can the AI process?
Our AI handles all standard IRS forms including W-2, 1099 (all variants), K-1, 1098, W-9, and most state tax forms. It also processes supporting documents like brokerage statements and property tax bills.
How accurate is the data extraction?
Our AI achieves 99.5% accuracy on clearly scanned documents. Every extraction includes confidence scores, and low-confidence fields are flagged for human review — so you always catch potential errors before filing.
Does it integrate with my existing tax software?
Yes. We support direct export to Lacerte, Drake, ProSeries, UltraTax CS, and other major platforms. Data maps to the correct fields automatically, eliminating re-entry.
Can it handle poor-quality scans or photos?
Yes. The AI includes advanced image preprocessing that corrects rotation, enhances contrast, and denoises images. While higher-quality scans yield better results, the system handles most real-world document conditions.
How does batch processing work?
Upload an entire folder of mixed documents. The AI automatically identifies each form type, extracts the relevant data, groups documents by client or EIN, and presents everything in a review queue for your team.