Yes. An AI system reads PDFs and photos of tax documents — W-2, 1099, K-1, T4, RL-1, receipts — automatically extracts the key data, files each item in the right client folder and flags what's missing to complete the return.
No more hours spent opening PDFs, renaming files and retyping amounts by hand. The AI does the sorting and the data entry; your staff validate and analyze a file that's already complete and structured.
The system also detects missing items and can trigger an automatic client follow-up, at the right time and in your tone, until the file is ready to process.
- Reads W-2, 1099, K-1, T4 and receipts
- Automatic data extraction and PDF filing
- Missing-item detection per file
- Automatic follow-up for the clients concerned
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