From Hours of Sorting to Seconds
Three steps to automate your firm's tax document intake.
1
Upload Documents
Drag and drop tax documents (PDF or image) into TaxSort AI. Upload individually or in bulk — up to 50 documents at once. Supports W-2, 1099, K-1, 1098, 1095, and state tax forms.
2
AI Classifies & Extracts
GPT-4o Vision analyzes each document visually, identifying the form type with 95%+ accuracy. Then extracts key fields: payer name, payee name, amounts, TIN, and tax year. Low-confidence results are flagged for human review.
3
Export to Tax Software
Download classified and extracted data in formats compatible with Lacerte, Drake, ProConnect, and UltraTax CS. Import directly into your tax software — no manual data entry required.
The Numbers Speak
95%+
Classification accuracy
<5s
Per document
9
Document types supported
4
Tax software integrations