Automatic Return Preparation That Thinks Like a Pro
Transform your tax practice with powerful extraction technology that reads, interprets, and populates tax documents with 99% accuracy. Eliminate manual data entry and deliver returns faster than ever.
IRS Compliant
60% Faster
Personal & Business Returns
Streamlined tax filing for both personal and business returns with intelligent document recognition and guided submission processes.
Integration with Taxwise and Drake is done independently, without modifying their software or code. The company has no affiliation or partnership with them.Personal Tax Returns
Filing personal tax returns has never been easier. Our automated system streamlines the entire process from data collection and validation to form preparation and
submission. With built-in checks for accuracy, secure document handling, and real-time status tracking, you can ensure faster turnaround times and reduced errors. Currently, the system is capable of automatically entering data into Taxwise and Drake, helping tax preparers save significant time and effort during the busy tax season.
Business Tax Returns
Filing business tax returns doesn’t have to be complicated. Our automated system streamlines the process by collecting financial data, preparing forms, and running
accuracy checks to reduce errors. With secure handling and faster processing, businesses can save time and ensure compliance with confidence. Currently, business returns including Form 1065, 1120S, 1120C, and many more are supported in Taxwise, making the filing process more efficient and reliable for tax offices.
Supported Documents
Our automation system is designed to handle a wide range of tax documents for both data extraction and data entry, ensuring speed, accuracy, and efficiency. By supporting the most commonly used IRS forms and financial statements, we make it easier for tax offices to process client information with minimal manual effort.
Currently supported documents include:
- W-2 – Wages and salary
- W-2G – Gambling winnings
- 1099-G – Unemployment compensation, state/local refunds
- 1099-R – Retirement distributions (IRA, pension, etc.)
- 1099-K – Payment card and third-party network transactions
- 1099-C – Cancellation of debt (taxable income)
- SSA-1099 (1099 SSA) – Social Security benefits
- Schedule K-1 (Form 1065/1120S/1041) – Income from partnerships, S corps, trusts
- PNL (Profit and Loss Statement) – Income summary (for self-employed)
- 1099-INT – Interest income
- 1099-DIV – Dividend income
- 1099-MISC – Miscellaneous income (rents, prizes, etc.)
- 1099-NEC – Nonemployee compensation (contractor income)
- 1099-B (Stocks) – Proceeds from broker and barter exchanges (capital gains/losses)
- 1099-OID – Original issue discount (interest income)
- 1099-MSA – Distributions from medical savings accounts
Our system continues to expand support for additional forms, ensuring comprehensive coverage for both personal and business tax returns.
Administrative Tasks Automation
Streamline your tax office operations with intelligent backend automation that handles critical processes, reduces manual work, and enables seamless collaboration across your team.
Automated Backup
Instead of manually backing up finalized returns, preparers can initiate an automated process that securely saves all finalized returns to a centralized location.
One-Click Restore
With a single click, all backed-up returns can be restored from the centralized location to the server for submission to the IRS and state authorities.
eFile Creation
Restored returns are automatically processed by running diagnostics, generating eFiles, and saving a final PDF copy of the return. During the busy tax season, this automation saves significant time and effort.
Seamless Submission
With just one click, all generated eFiles can be submitted directly to the IRS and the required state authorities.
Status Tracking
The automated system continuously checks the status of each return and instantly reports whether it has been accepted or rejected, allowing prompt action when needed.
Collaborative Preparation
Returns can be prepared by any authorized team member in the office, enabling efficient teamwork and load balancing during busy seasons.
✓ Real-time collaboration tracking
✓ Load balancing automation
✓ Version control and audit trails
Complete Office Synchronization
By automating these essential tasks, you save time, minimize errors, and keep your entire office synchronized, no matter where the work is being done.
