extract data from your Tax Return with document ai

Ah, tax returns – they're like an annual financial puzzle that we all have to solve. They give a snapshot of your financial year, but putting all the pieces together correctly can feel like you're trying to complete a Rubik's cube blindfolded.
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A folder full of Tax Returns

Structured Tables

Document AI adapts to your documents to extract, structure & automate Tax Return workflows.
Tax Return May 2023
Tax Return Jun 2023
Tax Return Jul 2023
Tax Return Aug 2023
Tax Return Sep 2023
Tax Return Oct 2023
Tax Return Nov 2023
Tax Return Dec 2023
Tax Return Jan 2024
Untitled Table
Documents
Documents
find
upload
export
run workflow
Document
Portfolio Co
Transactions
Company
Company
Company
01
Tax Return
_Contractor_1
Apple
20403
Document
Document
Document
02
Tax Return
_Contractor_2
Sonos
20403
Document
Document
Document
03
Tax Return
_Contractor_3
Spotify
20403
Document
Document
Document
04
Tax Return
_Contractor_4
Figma
20403
Document
Document
Document
05
Tax Return
_Contractor_5
Figma
20403
Document
Document
Document
06
Tax Return
_Contractor_6
Adobe
20403
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Document
Document
07
Tax Return
_Contractor_7
Adobe
Document
Document
Document
Document

Personalized for your Use Case

Document AI adapts to your documents to extract, structure & automate Tax Return workflows.
industry
Document AI can extract key data from various financial documents to auto-populate tax returns, reducing errors and saving time.
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Use Document AI to analyze tax return data and suggest strategies for tax optimization in the coming year.
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Document AI can flag unusual patterns or discrepancies in tax returns, aiding in audit processes.
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Automatically cross-reference tax return data with other financial records to identify potential cases of tax evasion.

Security-first Infrastructure

The secure and compliant way to enable Tax Return workflows.
General Data Protection Regulation
Compliant
California Consumer Privacy Act
Compliant
ISO 27001
Certification in Progress
Data Processing Agreement (DPA) available on request.
Data stored & processed exclusively in European Union & United States of America.
Anonymized data for reinforcement learning
No customer data used for LLM Training
AES-256 & TLS 1.3 Encrpytion
Annual Internal Security Audits
Role-based Access Control
Continuous monitoring & Incident response
Employee Background Checks
Annual Internal Security Audits

Move your Tax Return data to you Apps

Extract any data from your Tax Returns and send to apps you use at work.