TaxSort AI for CPA Firms
Firm size: 5-200 employees
TaxSort AI helps CPA firms process hundreds of tax documents during busy season. Reduce document intake from hours to minutes with AI classification.
The Pain
- ✕Manually sorting hundreds of W-2s, 1099s, and K-1s during tax season
- ✕Staff overtime costs spike January through April
- ✕Document misclassification leads to filing errors and amended returns
- ✕Clients submit documents in random order across email, mail, and portals
The Solution
- ✓Classify 500+ documents per month automatically
- ✓Reduce document intake time by 80%
- ✓AI accuracy above 95% — fewer filing errors
- ✓Organized client folders with missing document alerts