Purpose-built extraction for tax operations
Fast, precise, and audit‑ready from day one
Rapid intake from any source
Ingest PDFs, scans, and images via API or dashboard. Auto‑classifies common tax forms and routes them to the right flow. Scales to large batches with low latency.
Form‑aware accuracy and checks
Extracts box‑level fields, line items, and entities with confidence scores. Built‑in checks validate IDs, totals, and dates before delivery. Every value is traceable back to the source for audits.
Automation from extract to destination
Map fields to your schema once and reuse across flows. Deliver structured JSON/CSV to your destinations with webhooks and retries. Human‑in‑the‑loop review only when confidence falls below your threshold.
Simple Pricing
Flexible pricing to match any budget or team size.
Starting at
14-day free trial. No credit card required.
What you get
- Prebuilt extraction for W-2, 1099 series, 1040 + schedules, K-1, receipts, and invoices
- OCR + LLM hybrid with confidence scores (up to 99.5% field-level accuracy on supported forms)
- Custom field mappings and validation rules aligned to IRS formats
- API, SDKs, dashboard uploader, and webhooks
- Export to CSV/Excel and direct sync to QuickBooks/Xero
- PII-first security: SOC 2 Type II, encryption in transit/at rest, GDPR-ready
- US/EU data residency and configurable retention windows
- Human-in-the-loop review queue and exception handling
- Audit trails with full change history
- 99.9% uptime SLA and priority email support (24h response)
- Bulk processing and batch jobs for peak season
- Role-based access control and SSO (SAML/OIDC)
Frequently asked questions
Extract tax data in seconds.
Parse PDFs and scans, auto-capture line items, and export JSON/CSV into your tax stack. Start free or talk to our team.