Document Extraction

From paper to return in seconds.

Upload any tax document — W-2, 1099, K-1, receipts — and watch as AI reads every field and maps it to the correct IRS form line.

FORM W-2 · 20251. Wages, tips$87,450.002. Federal tax withheld$14,208.333. Social security wages$87,450.004. Social security tax$5,421.905. Medicare wages$87,450.0012a. Code DD$6,240.00FORM 1040 · LINE MAPPINGLine 1a — Wages$87,450.0099.8%Line 25a — W/H$14,208.3399.6%Sch SE — SS Wages$87,450.0099.9%Line 25b — SS Tax$5,421.9099.4%Sch A — Medical Ins.$6,240.0097.2%✓ 6 fields extracted · 5 mappedPROCESSING TIME1.2s● CompleteACCURACY SCORE99.2%High Conf.

HOW IT WORKS

Three steps from document to data

Upload, extract, verify. The AI handles the tedious work so you can focus on advising clients.

1

Upload Any Format

Drag and drop PDFs, photos, or scanned images. Batch upload dozens of documents at once.

  • PDF, JPG, PNG, TIFF, HEIC supported
  • Multi-page document splitting
  • Auto-rotation and skew correction
  • Mobile camera capture with auto-crop
2

AI Reads Every Field

Advanced OCR plus AI understanding recognizes form types and extracts every data point with confidence scores.

  • Recognizes 50+ tax form types automatically
  • 99.2% accuracy on standard tax forms
  • Per-field confidence scoring
  • Handwriting and low-quality image support
3

Auto-Map to IRS Forms

Extracted data flows directly into the correct IRS form lines. Review, approve, and move to filing.

  • Maps to Form 1040, 1065, 1120, 1120-S, and more
  • Cross-validation between documents
  • Duplicate detection across uploads
  • One-click approval or manual override

SUPPORTED DOCUMENTS

Every tax document, handled

W-2
1099-NEC
1099-INT
1099-DIV
1099-B
1099-R
1099-MISC
1099-K
K-1 (1065)
K-1 (1120-S)
1098 Mortgage
1098-T Tuition
1095-A ACA
Receipts
Bank Statements
Invoices

USE CASES

Who uses document extraction?

From solo preparers to large accounting firms — everyone saves time with AI extraction.

📋

Tax Preparers

Process client documents 10x faster. Upload stacks of W-2s and 1099s and get auto-mapped data ready for return preparation.

🏛️

Accounting Firms

Handle high-volume document intake during tax season without adding temp staff. AI reads and categorizes every document.

👤

Individual Filers

Snap photos of your tax documents and watch fields populate automatically. No manual data entry required.

💰

Payroll Departments

Bulk process W-2 corrections, verify employer copies, and reconcile payroll data with extracted document fields.

📚

Bookkeepers

Extract receipt data, categorize expenses, and map totals to Schedule C or business return line items automatically.

🔍

Auditors

Verify document accuracy by cross-referencing extracted data against filed returns. Catch discrepancies instantly.

COMPARISON

Manual entry vs. AI extraction

Metric
Manual Entry
AI Extraction
Time per W-2
3-5 minutes
1.2 seconds
Error rate
2-5%
< 0.8%
Batch 50 documents
2-3 hours
Under 2 minutes
Form recognition
Manual sorting
Auto-detected
Cross-validation
Separate step
Built-in
SSN handling
Visible in UI
Auto-masked

Frequently asked questions

Stop typing. Start extracting.

Upload your first document and see AI extraction in action. Free trial — no credit card required.