Backed by Y Combinator
Agents automatically scan the entire return right into your existing tax software
Scan all of your client docs
Questionnaires & organizers
Complex K-1s
Brokerage forms
Handwritten notes
Handles any file format
Image
Excel sheet
Prior year 1040
Client pro-forma files
Links to your existing tax software
Magnetic links to your existing tax software and enters form data directly, just like a human would.
Bank level security
Every document is encrypted using robust, 256-bit bank-level encryption and securely stored exclusively on U.S.-based servers. Our data practices strictly follow IRS security rules, ensuring your sensitive client data stays safe and compliant.
Verified by EAs & CPAs
Every returned is reviewed for accuracy and coverage by our team of U.S. based tax professionals. Simply import the finished return and do your final review - no more data entry or prep work.
