Tax Prep Automation
Spend 80% Less Time Preparing Each Tax Return
TAX AUTOMATION
Extract data from source documents, review tax returns, and sync to tax software – in minutes, not hours.
TruePrep AI reviews key income data, including carryovers, and identifies potential tax advisory opportunities. Validate key parts of the tax return to speed up review.
Then, download delivery letters, workpapers, and bookmarked PDFs of all source documents for each client.
AUTOMATED TAX REVIEW
Review Tax Returns Using AI
SOURCE DATA
Extract and Import Data Automatically
Auto-extract data off forms W2, 1098, 1099 INT, DIV, MISC, NEC, consolidated brokerage statements from hundreds of banks, and K-1s.
Then, push that data into your tax software in seconds.
Eliminate the back and forth that kills your productivity. Automatically pull a list of necessary documents and check them off as they come in.
CLIENT DOCUMENTS
Automate Client Document Checklists
Ready to get started?
Book a demo to get pricing and an onboarding plan on a 30-minute call.