Automate Tax Return Assembly for Tax Preparers
The Problem
Gathering all source documents for each return — W-2s, 1099s, K-1s, deduction receipts — and organizing them for preparation takes longer than the actual tax work.
What We Build
AI organizes uploaded documents by type, extracts key figures, flags missing forms based on prior-year returns, and presents a prepared workspace for the tax preparer.
Tools & Integrations
How It Works
Discovery Call
We map your current tax return assembly process and identify exactly where AI saves the most time.
Build & Integrate
We build the AI workflow and connect it to the tools you already use — no software changes required.
Review & Refine
You review the results, we fine-tune until the workflow matches your standards — then it runs on autopilot.
Ready to automate tax return assembly?
Book a free 30-minute call. We'll walk through your current process and show you exactly how this workflow would work for your team.