Revolutionize your CPA practice Embrace AI Efficiency to Eliminate Manual Tasks and Boost Productivity!

The challenge for accounting & tax professionals is the time-consuming process of sorting through client documents, using separate software for various tasks, leading to inefficiencies and loss of productivity

Your business clients will upload bank statements, credit card statements, invoices and receipts etc. for reconciliation and tax preparation purposes. Individuals will need to submit W2, 1099-INT, 1099-DIV, 1098 etc. for the current year as well as 1040 for the previous year. Dealing with different documents sent by clients is necessary but time-consuming work for a firm of any size.

So how do you fix it ?

AI can automatically recognize documents sent by the client, extract necessary information, so you can import relevant data into your preferred tax software.

What you’ll find in this report are real solutions implemented by other firms to get ahead.

• Automated Document Identification – Automatic tagging client documents for easy access
• Data Extraction from Documents – Faster, supervised solution to tax preparation
• Consolidate Data from Various Documents – Verify client information published in Excel document and make changes if necessary
• Effortlessly import verified information into your Tax and Accounting software - Easy import of into UltraTax CS, CCH Axcess, Lacerte, Drake, ProConnect, ProSeries, GoSystem, etc.