Reduced operational overhead

Centralize document handling and data extraction to reduce manual coordination across the 1040 workflow.

Enhanced workflow visibility and governance

Gain clear insight into workflow status, data, and system activity with built-in transparency and oversight.

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Teams retain control and oversight

AI accelerates preparation while a human-in-the-loop design ensures your team retains control.

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Built to scale for peak-season demand

Support peak-season demand and growing return volume without added operational complexity or risk.

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Workflow Friction

Why traditional 1040 workflows break at scale

Much of the 1040 process is spent collecting documents, managing follow-ups, reviewing changes, and coordinating information, which pulls time and resources away from higher-value, expert work.

Manual document intake and repeated follow-ups

Ongoing collection, chasing, and reconciliation across multiple sources creates delays and coordination strain.

Administrative coordination overhead

Managing intake, tracking status, and aligning information across tools and teams increases complexity and slows throughput.

Manual review and correction cycles

Significant time is spent validating, correcting, and reconciling data instead of advancing the return.

Limited time for higher-value, strategic work

As volume increases, inefficiencies compound - creating bottlenecks, operational risk, and burnout during peak season.

Production-Ready Capabilities

Unifying fragmented tax preparation through automated workflow visibility

The system enables a unified workflow powered by AI agents for tax preparation that reduces handoffs and coordination across the 1040 process, while fitting into existing workflows and systems.

Automated document intake for tax workflows

Documents are securely collected and standardized through a controlled intake process built for high-volume workflows.

AI-driven tax data extraction and validation

AI extracts and structures relevant tax data with full traceability to the original source documents.

Human-in-the-loop review for tax workflows

Extracted data is presented in a clear, editable format, enabling professional review and approval.

Structured organizer export for 1040 systems

Structured data is compiled into a complete organizer ready for downstream preparation and review.

Seamless integration with existing tax systems

Finalized outputs are prepared for seamless ingestion into existing tax preparation systems.

Built-in workflow tracking and visibility

Built-in tracking and governance provide clear oversight across every stage of the workflow.

Operational Impact

AI agents for tax preparation powering real CPA operations.

A preparation process that scales with volume while remaining transparent, reviewable, and controlled.

Reduced operational overhead

Cut time spent managing documents and handoffs, enabling teams to concentrate on higher-impact work.

Improved visibility across returns

Improved real-time visibility into preparation status, review progress, and workflow changes across the firm.

Enabled more effective use of professional time

Shifted team effort from process management to review, analysis, and professional judgment.

Strengthened control and auditability

Ensured data, changes, and outputs remained traceable, reviewable, and attributable at every stage.

50%+

FASTER

Return completion time

<10

MINUTES

Data review per return

10+

RETURNS

Processed in parallel

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Roadmap

What we’re building next

Building on the existing system, we’re expanding automation, completeness, and integration across the full 1040 workflow.

Complete 1040 data readiness

All information required to file a 1040 is prepared within the system.

Automated document collection from taxpayers

Streamlined, taxpayer-facing collection with reduced manual follow-ups.

Integrated data flow into the Tellix system

Data flows directly into the tool through integrations, minimizing manual handling.

Expanded data extraction and completion

Automated identification and completion of missing information beyond the organizer.

Review and validation at scale

Continued human oversight with improved efficiency as volumes grow.

Integration with tax preparation systems

Prepared data flows into existing tax preparation systems, without disrupting established workflows.

Operates within client-defined environments

Designed to integrate with existing systems

Human oversight and auditability

Clear data ownership and isolation

Features

Security by design

Security and data boundaries are built into how the 1040 workflow automation tool is designed and operated.

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Features

Built in partnership with CPA firms

Designed through hands-on operational collaboration across the full lifecycle, ensuring the system reflects how firms actually operate, not how workflows look on paper.

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