AI-powered document processing, client communication, and workflow automation built specifically for CPA firms and tax preparers.
Hours saved per season
Reduction in manual sorting
Average cost savings
Days to deploy
Every year the same story: overwhelmed staff, drowning in documents, chasing clients for missing forms.
Hundreds of W-2s, 1099s, and receipts manually sorted, classified, and filed. Hours wasted every day.
Staff spending hours calling and emailing clients for missing documents and status updates.
Copying numbers from documents into tax software. Tedious, slow, and error-prone.
80-hour weeks from January to April. Good employees leave. Client service suffers.
See our AI process a W-2 form in seconds, classify it, extract data, and notify your team — all automatically.
Not generic automation. Purpose-built for tax season workflows.
AI classifies and extracts data from every document type instantly.
Your clients get the right message at the right time, without staff effort.
Real-time visibility into every client, every document, every deadline.
Based on a typical 200-client CPA firm during tax season.
| Task | Manual | With AI | Saved |
|---|---|---|---|
| Document sorting | 100 hrs | 10 hrs | 90 hrs |
| Data entry | 200 hrs | 50 hrs | 150 hrs |
| Client follow-ups | 80 hrs | 10 hrs | 70 hrs |
| Status inquiries | 60 hrs | 5 hrs | 55 hrs |
Total Hours Saved
At $50/hr staff cost
Net savings after subscription
per tax season
Start with a free 2-week pilot. No credit card required.
See the difference AI makes in your tax season workflow. No commitment, no credit card. We'll process up to 50 documents during your pilot.
We'll reach out within 24 hours to schedule your personalized demo.
Thank you! We'll contact you within 24 hours to schedule your personalized demo.