Built for Tax Software Providers

TOP Plugin

Your AI Powered Automated Tax Preparation Backend to Unleash Your Tax Software Potential. 

What is TOP Plugin ?

The TOP Plugin is a standalone, modular extension of the Tax Office Portal (TOP), engineered to seamlessly integrate with existing tax software platforms. It automates the collection, extraction, and formatting of client tax data from uploaded documents, helping tax professionals save time, reduce errors, and boost productivity.

Universal File Intake

Accepts uploads in various formats (PDF, JPEG, PNG, TIFF), and from multiple sources—web portal, mobile apps, or third-party integrations.

AI-Powered Document Extraction

Instantly extract key tax data from W-2s, 1099s, 1040s, K-1s, and other common forms using advanced OCR and machine learning models trained on real-world tax documents

Multi-Format Export

Outputs extracted data into standardized formats like JSON, XML, or CSV for easy import into any tax preparation software or backend system.

Validation & Error Checks

Automatically validates extracted data against IRS schema rules, flagging missing or mismatched information before import.

Bulk Processing Capability

Process hundreds or thousands of documents at once: ideal for large tax offices and software companies managing high volumes during peak season.

Security & Compliance

  • Fully IRS Publication 1345-compliant
  • End-to-end encryption for all data transfers
  • Access control, activity logs, and audit trails
  • Optional white-label API available for seamless back-end deployment

Integration Ready

  • Built with an API-first design for smooth integration with tax software like TaxWise, Drake, CrossLink, UltraTax, and others
  • Compatible with desktop and cloud-based platforms
  • Flexible mapping layer lets developers align extracted data with proprietary software fields

Use Cases

  • Tax Software Companies – Enhance your platform’s capabilities with automated intake and document recognition features without building your own OCR engine.
  • Large Tax Practices & Franchises – Eliminate manual entry across hundreds of returns.
  • White-Label Integration – Offer as part of your branded solution for end-clients or partner firms.

Benefits

Ready to streamline taxes?

Let’s start with our onboarding process and make your tax returns process a breeze.