Cut tax prep time by 40–50% by automating data extraction and deduction flagging.
Every CPA knows the breakdown. The actual tax expertise — the planning, the deduction analysis, the client advisory — is maybe 30% of the hours on an average return. The other 70%? Pulling numbers from W-2s, transcribing 1099s, categorizing business expenses, double-checking prior-year comparisons.
The work is important. It has to be accurate. And it's being done by people you're paying $50–120/hour to do data entry.
An AI agent can extract, categorize, and validate source documents — and your CPAs spend their billable hours doing CPA work.
of tax return time is data extraction
avg rate for CPAs doing manual transcription
reduction in total prep time with automation
Each step shows what the agent does autonomously and what your team sees on their end. Human approval gates are marked.
W-2s, 1099s, K-1s, brokerage statements, receipts, bank statements — extracted line-by-line with document provenance.
Extraction shows in the prep workspace with confidence scores.
Compares current-year data to prior-year. Flags missing forms, unusual variances, and potential deduction categories.
Flags appear in the CPA review queue with context and suggested follow-ups.
Scans expenses for business deduction categories. Cross-references life events and income changes with credit eligibility.
Ranked list of deduction opportunities for CPA judgment.
Reviews flagged items, validates deductions, makes judgment calls on grey areas. Agent updates the return in real-time as decisions are made.
What used to take 3–4 hours now takes 45 minutes of focused review.
For any missing info, the agent drafts a specific question email. CPA reviews and sends.
Clients get one clean email, not five back-and-forths.
All schedules assembled, supporting docs linked, review memo drafted.
CPA does final review and e-files. Audit trail logged.
cut in total prep time per return
returns per CPA per week during peak season
fewer client follow-up emails
audit trail for every extraction and decision
Tell us where your team is losing time. We'll tell you honestly — whether AI can help, and if so, what we'd build first.
Book your strategy call