Tax-Readiness Reports

into Excel Instantly

Tax-Readiness Reports structure the information about your finances in an easy-to-understand way, so you can confidently pay taxes in less time, fewer errors, and in full compliance with all requirements.

Easy Tax Filing Using AI-Powered Financial Summaries

AI-Driven Financial Summaries identify key figures saving time and effort for seamless and accurate compliance with tax filings using reduced stress.

Key Data Extraction

Picks up only best tax relevant numbers.

Automated Report Generation

Generates Convention Ready Tax Report in just seconds.

Error Detection

Catches mishaps before they result in problems submitting.

Tax Compliance Alignment

Formats data to match tax rules perfectly.

Simplifying Tax Season for CPAs with Seamless Workflows

Efficient Tax Season with CPAs Seamless Workflows is time saving, less back and forth with clients, and quicker, stress-free, error-free tax filing.

Centralized Document Editorial/Archive

All client files in one location.

Automated Data Entry

All client files in one location.

Real-time Status Tracking

Real-time status tracking can start and follow up the status of each tax return.

Error-Checking

Tools flags errors or information that is not accurate immediately.

Client Communication Hub

Manages all of the messages and updates in a single area.

Deadline Reminders

Alerts to prevent last-minute deadline submissions.

How Our Tax Form Extraction Works

Transform your tax documents in four simple steps with our AI-powered platform

Upload Tax Forms

Simply drag and drop your PDF tax forms or scan physical documents. We support all major USA tax forms.

Upload Tax Forms

AI Data Extraction

Our advanced AI engine analyzes and extracts all relevant data points with 99.9% accuracy and validation.

AI Data Extraction

Excel Conversion

Data is automatically organized into structured Excel spreadsheets with proper formatting and calculations.

Excel Conversion

Quality Assurance

Every extraction is verified and validated to ensure data integrity and compliance with tax regulations.

Quality Assurance

Downloadable Financial Reports with Key Performance Metrics

Financial Reports with Key Performance Metrics are available as files which you can download so that you have ready to use insight to help track progress, make decisions, and publicize results in real time.

1.

Report Layouts Customization Available

Layout metrics and visuals to suit you.

2.

Real-Time Data Sync

Immediately sync reports on new financial information.

3.

Key Metric Highlights

Presents highly significant performance indicators in tabular form.

4.

Visual Data Charts

Converts figures to charts and pictorials easy to comprehend.

5.

Several File Formats

Reports can be exported as PDF, Excel or CSV.

6.

Automated Report Scheduling

Automatically delivers new reports at a pre-determined frequency.