Tax Document Intelligence

Tax preparation teams across the industry spend 40–70% of their time collecting and processing documents — K-1s, W-2s, 1099s, bank statements, partnership returns, and supporting schedules. Manual data entry from these documents is slow, error-prone, and creates bottlenecks during busy season when capacity is already stretched thin by the profession-wide talent shortage. Competitors like RSM have already deployed Ai-powered tax document processing through their partnership with Additive. The gap between manual document handling and Ai-assisted processing widens every tax season.

This capability deploys Ai-powered document intake across the tax practice. It automatically extracts data from scanned and digital tax documents using intelligent OCR, classifies document types, maps extracted fields to the correct tax return lines, cross-validates data across related documents, and flags discrepancies before they become filing errors. It integrates with the existing tax workflow and creates a complete digital audit trail. Tax professionals spend their time on advisory work and complex planning — not on data entry. Clients get faster turnaround with fewer errors. Busy season capacity expands without adding headcount.