Tax document processing that saves your season.
Classify and extract tax documents, organize the workpaper binder, detect missing items, and prepare reconciled inputs for professional review.
Nothing is finalized until a human approves it.
Where the time and money actually go.
Seasonal teams spend large amounts of time naming files, entering W-2/1099/K-1 data, chasing missing schedules, and reconciling inconsistent taxpayer information.
Tax preparers, reviewers, client service and document teams
Trigger to act: Seasonal capacity is constrained, document turnaround is slow, offshore/onshore handoffs create errors, or a firm wants a standardized intake product.
The result you can model before you sign.
Illustrative only: 15,000 documents/season × 4 minutes removed × $36 loaded hourly cost ÷ 60 = $36,000 seasonal capacity. Tax-position value is outside scope.
The outcome, plainly: Classify and extract tax documents, organize the workpaper binder, detect missing items, and prepare reconciled inputs for professional review.
Inputs in. A cited, review-ready result out. Your expert decides.
A Document AI + workflow agent. Every material fact is grounded in an allowed source and returned with its identifier, with no invented data.
Claude Sonnet 4.6 or GPT-5.6 Terra for evidence-aware extraction and reasoning; Gemini 2.5 Flash-Lite or Claude Haiku 4.5 for high-volume classification and normalization. Amazon Textract or Azure AI Document Intelligence; PostgreSQL + pgvector; Pinecone only when scale/latency requires it.
- W-2
- 1099 series
- K-1
- Brokerage statements
- Mortgage/charitable documents
- Prior return
AI-Native, not autonomous. Judgment stays with your people.
The machine does the work; the human’s role narrows to the one thing that matters, judgment. That constraint is what makes it safe to deploy.
Credentialed tax professionals review all extracted data, positions, estimates, elections, and returns before filing.
A scorecard, not a demo. We baseline what breaks in production.
Every deployment ships with an evaluation suite. These are the numbers we baseline before launch and monitor after.
The category is crowded. Most of it isn’t built for your workflow.
Fixed-scope, tuned to your systems and rules, grounded in your data, with the human gate and audit trail built in from day one. A price you own, not a subscription you rent.
It plugs into the stack you already run.
No rip-and-replace. Access is scoped to the minimum data necessary, isolated per tenant, and fully logged.
Transparent by design. The build price buys the workflow and the proof.
A fixed implementation fee plus a monthly bill that scales with volume and governance. No hidden seats.
- ✓ One process / scope
- ✓ Live workflow on your data
- ✓ Baseline evaluation suite
- ✓ Measured vs. current process
- ✓ Full scope & integration
- ✓ Human-review UI & audit trail
- ✓ Write-back to your systems
- ✓ Production evals & monitoring
- ✓ Multi-facility rollout
- ✓ Advanced security & compliance
- ✓ Custom control & escalation
- ✓ Dedicated evaluation program
10,000–40,000 document pages/month; OCR/form extraction, model verification, storage and workflow compute.
Planning assumptions, not vendor quotations. Your Tax preparation software and other platform licenses are separate and owned by you. Figures confirmed during scoping.
“His vast knowledge of technologies and a natural problem-solving mindset consistently lead us through complex challenges with clarity and confidence.”
Questions serious buyers ask.
Does the AI act on its own?
No. Credentialed tax professionals review all extracted data, positions, estimates, elections, and returns before filing. The system drafts and recommends; a human approves every consequential action. Explicitly excluded: no tax advice, position, estimate, election, or filing without professional review; no cross-taxpayer data leakage; no use of outdated forms or tax-year logic.
How do you stop it inventing facts?
Every material claim is grounded in an allowed source record and returned with its source identifier. The system separates observed facts, model inference, and missing information, and routes to a human whenever confidence is low, evidence conflicts, or an adverse outcome is possible.
What does it cost to run each month?
A usage bill of roughly $800–5,000/month (10,000–40,000 document pages/month; OCR/form extraction, model verification, storage and workflow compute), plus a $2,600/month managed retainer for evaluation, monitoring and maintenance. Your existing platform licenses are separate and already yours. Exact figures are confirmed during scoping.
Do we need a ChatGPT or Claude subscription?
No consumer ChatGPT or Claude subscription is required for the production workflow. The client needs an approved API/cloud billing account. Workspace seats are optional for internal prototyping and administrator access.
How is this different from SurePrep?
Tools like SurePrep, GruntWorx, and Thomson Reuters are broad platforms you adapt to. This is a fixed-scope implementation tuned to your systems and rules, grounded in your data, with the human gate and audit trail built in, and a transparent price instead of a seat subscription.
How long until it is live, and how do we prove it works?
We baseline “Extraction accuracy by form/box” first, then measure against that baseline. You see the scorecard before expanding scope, the evaluation suite ships with the system, not as an afterthought.
Bring your real numbers. Leave with a fixed-scope plan.
A 30-minute engineering-led working session, no slideware. You leave with a sized opportunity estimate, a fixed-scope pilot plan, and the integration & human-review path mapped.
VP of Growth at ViitorCloud · senior delivery owner confirmed before paid work