TAX TECHNOLOGY PLATFORM
AI-driven document ingestion for tax returns
The challenges our client faced
Tax teams need complete documentation to meet tight filing deadlines. But as volume grew, coordinating documents across clients and reviewers became unpredictable, especially during peak periods. Our client needed a workflow that stayed compliant and reliable without slowing everything down.
Manual document-heavy workflows
Collecting large volumes of documents, extracting key data, and validating completeness was largely manual.
Slow turnaround and inconsistent quality
Returns stalled until documents were reviewed, causing delays, rework, and uneven outcomes during busy seasons.
Limited scalability
Manual review didn’t scale with demand, creating bottlenecks and limiting the impact of automation.AI-powered document ingestion
An AI-driven ingestion platform that automates document collection, extraction, and validation, enabling faster, more predictable tax preparation at scale.
How we solved it
We focused on reducing manual review while keeping accuracy and compliance at the center of the workflow.Frontend
A fast interface for uploading documents and tracking readiness across returns.
Backend & AI
Document classification, structured data extraction, and completeness validation using rule-based logic and LLMs, built for accuracy and scale.
The results
The new workflow significantly improved speed, quality, and scalability across tax preparation operations.
Near real-time readiness, cutting preparation cycle times
Standardized, validated inputs that reduce rework
AI-driven checks that catch errors earlier in the process
