Classify Tax Documents
in Seconds, Not Hours
TaxSort AI classifies W-2s, 1099s, and K-1s instantly using Vision AI. Extract data, organize by client, and export to your tax software — saving your CPA firm 10+ hours per week during tax season.
How TaxSort AI Works
Upload Documents
Drag and drop tax documents — PDFs or photos. AI accepts W-2s, 1099s, K-1s, 1098s, 1095s, and state forms.
AI Classifies & Extracts
Vision AI identifies the document type with 95%+ accuracy, then extracts payer, payee, amounts, and TIN data.
Export to Tax Software
Download classified data in Lacerte, Drake, or ProConnect format. Import directly — zero manual data entry.
Everything Your CPA Firm Needs
AI Document Classifier
Upload any tax document — W-2, 1099, K-1, 1098 — and AI identifies the form type in seconds with 95%+ accuracy.
Data Extraction
AI extracts payer names, amounts, TINs, and tax year from classified documents. Ready for import into your tax software.
Client Management
Organize documents by client. Track which clients have submitted all required docs and which are missing forms.
Bulk Upload
Process 50+ documents at once. AI classifies them all in parallel — perfect for busy season batch processing.
Tax Software Export
Export classified data in formats compatible with Lacerte, Drake, ProConnect, and UltraTax CS.
Summary Reports
Generate per-client tax summary reports showing all documents, extracted data, and missing items.
Tax Season ROI Calculator
Saved per tax season (200 clients)
Saved in staff time at $50/hr
More clients with same team
Frequently Asked Questions
What is TaxSort AI?
TaxSort AI is an AI-powered tax document intake and classification system built for CPA firms. Upload W-2s, 1099s, K-1s, and other tax documents — AI classifies them instantly and extracts key data like payer names, amounts, and TINs.
How accurate is the AI classification?
TaxSort AI uses GPT-4o Vision and Claude Vision to classify documents with 95%+ accuracy. Documents with confidence below 90% are automatically flagged for human review.
Is TaxSort AI free?
Yes! The Starter plan includes 25 documents per month and 5 clients at no cost. Pro ($49/mo) adds 500 documents, bulk upload, and reports. Business ($89/mo) adds unlimited documents, API access, and team members.
How is sensitive tax data protected?
TIN/SSN fields are encrypted with AES-256-GCM at the application level before database storage. Documents are stored with time-limited signed URLs. We follow SOC2-ready security practices with full audit logging.
Stop Sorting Documents Manually
Join CPA firms that process tax documents 5x faster. Start free — no credit card required.
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