New: TaxFlow Extract

TaxFlow Extract

Turn PDFs, scans, and portals into clean, structured tax data. Automate capture for W‑2s, 1099s, K‑1s, invoices, and receipts—then validate, map, and export to your tax stack. Faster prep, fewer errors, full audit trail.

Precision extraction at operational scale

Features that power your document‑to‑ledger pipeline

Multi‑source ingestion

Automatically pull documents from email inboxes, S3, shared drives, and tax portals. Handles PDFs, scans, and images with auto‑classification and line‑item table capture.

Schema mapping & normalization

Map extracted fields to your ERP/GL schema and standardized tax models. Supports custom fields, currency normalization, and versioned mappings for audit‑ready consistency.

Smart validation & exceptions

Built‑in VAT/GST math checks, duplicate detection, and rate lookups. Confidence scores route low‑certainty items to an exceptions queue with SLA timers and approvals.

Real‑time delivery

Stream results via API and webhooks with idempotent retries, or export in CSV/JSON/Parquet. Push directly into your accounting, ERP, or data warehouse.

Audit trail & compliance

Field‑level provenance with source snippets, full change history, and immutable logs. PII redaction, role‑based access, and regional data residency for SOC 2–ready operations.

Simple Pricing

Flexible pricing to match any budget or team size.

Starting at

$0per month

Start free. Includes 300 page credits.

Includes

  • AI extraction for IRS forms (1040, W‑2, 1099, K‑1, 1065, 1120‑S)
  • Auto‑classification and key‑value parsing
  • CSV, JSON, and Excel export
  • API and SDKs (JavaScript, Python)
  • 2 API keys, 1 environment
  • Rate limit: 2 req/sec
  • Usage: $0.12/page after trial credits
  • Community support

Frequently asked questions

Stop manual entry. Start extracting.

Launch in hours with an API or no‑code uploader. Enterprise‑grade security, audit trails, and seamless exports to the tools your tax team already uses.