Manual tax preparation requires your team to manually extract data from client documents, input figures into forms, and meticulously cross reference for accuracy. Automated tax preparation, conversely, leverages AI to instantly ingest diverse financial documents, extract relevant data points, and pre-populate tax forms, drastically cutting down preparation time and enhancing precision.
We integrate your existing client document portals and accounting software, then map all relevant data fields (e.g., income sources, deductions, asset depreciation) to our AI's extraction models and your tax preparation software. This ensures accurate data capture from diverse sources like W-2s, 1099s, and expense reports.
Our team customizes the AI to your firm's specific tax rules, client segments, and review processes. We design automated workflows for document classification, data validation against prior year returns, and initial form population, tailoring the system to your preferred review checkpoints.
Your tax professionals receive hands on training on utilizing the automated system, focusing on reviewing AI generated outputs, handling exceptions, and leveraging freed up time for higher value client advisory. We provide ongoing support to ensure a smooth transition and continuous optimization of your tax preparation cycle.
Book a free systems audit. We will map your current workflow and show you exactly what can be automated.
Book a Systems Audit