Built for CPA Firms

Every feature designed to eliminate the manual work of tax document intake.

AI Classification

GPT-4o Vision identifies W-2s, 1099s, K-1s, and 8 other form types with 95%+ accuracy.

Automatic fallback from OpenAI to Claude Vision ensures classification never fails.

Each classification includes a confidence score. Low-confidence documents are flagged for human review.

Enterprise tier: train custom classifiers for state-specific forms and firm-specific documents.

AI extracts payer names, payee names, amounts, TINs, and tax year from every document.

Extraction adapts to document type: W-2 boxes, 1099 fields, K-1 schedule items.

TIN/SSN data is encrypted with AES-256-GCM before storage. Never stored in plain text.

Review extracted data in a clean interface. Correct any fields before export.

Create client profiles and assign documents. Track which clients have complete submissions.

AI compares uploaded documents against expected types and alerts you to missing forms.

Generate per-client PDF reports with all documents, extracted data, and income totals.

Business tier: invite team members with role-based access (owner, accountant, viewer).

Upload 50+ documents at once. AI processes them in parallel for maximum throughput.

Export to Lacerte, Drake, ProConnect, and UltraTax CS compatible formats.

Business tier: programmatic access to classification and extraction via documented API.

Get notified when documents are classified, flagged, or when clients complete uploads.