Case Study

TaxFlow

AI-powered document processing for CPA firms

TaxFlow automates the intake pipeline for CPA firms during tax season. Clients upload W-2s, 1099s, and receipts; the platform runs OCR extraction, validates fields, flags anomalies, and exports clean CSV data ready for tax software import.

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TaxFlow product preview

Key Features

  • OCR extraction
  • Secure uploads
  • Validation workflow
  • CSV export

Product Screenshots

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TaxFlow OCR review queue with extracted fields and validation

Review queue — OCR results with confidence scores and corrections