Upload tax source documents and receive fully populated tax returns in under 60 seconds. No import files. No manual mapping. No surprise OCR bills.
Return-Ready Tax Document Automation is the next evolution beyond OCR scanning. Instead of outputting import files that require manual mapping and verification, Return-Ready automation delivers a fully populated tax return directly.
Think of it as the difference between getting raw ingredients versus a prepared meal. Traditional OCR gives you extracted data. Return-Ready automation gives you a finished return.
Traditional OCR
Scan → Extract → Export CSV → Import → Map Fields → Fix Errors → Verify → Build Return
Return-Ready Automation
Upload → Review → File
Result: What used to take hours now takes under 60 seconds.
From source documents to populated tax returns in three simple steps.
Upload W-2s, 1099s, K-1s, and other tax documents. Scan, drag-and-drop, or batch upload.
Our AI reads every document, extracts data, calculates figures, and populates the complete tax return.
Get a fully populated tax return in your tax software—not an import file. Ready for review and filing.
OCR was a great first step. But extracting data is only half the job.
| Feature | OCR-Only Tools | Return-Ready Automation |
|---|---|---|
| Output | CSV/Import files that require manual mapping | Fully populated tax return ready for review |
| Pricing | Per-page OCR fees ($1-2/page × 20-50 pages) | Credit-based per-return pricing (from $35) |
| Time to Return | Hours (extract → import → map → verify) | Under 60 seconds |
| Manual Work | Map fields, fix import errors, verify data | Review and file |
| Integration | Requires compatible import format per software | Works with Drake and ProSeries (Lacerte and UltraTax on the roadmap) |
Handle more returns without adding staff
Scale tax season without bottlenecks
Process hundreds of returns efficiently
Return-Ready automation means you upload source documents and receive a fully populated tax return—not an import file that requires additional processing. The AI handles extraction, calculation, and form population automatically.
Traditional OCR tools like GruntWorx output CSV or import files that you must then map and import into your tax software. Return-Ready automation skips that step entirely—you get a completed return ready for review.
We integrate with Drake and ProSeries today; Lacerte and UltraTax CS are on the roadmap. Returns are formatted for direct use in your existing software workflow.
Our AI achieves 99.9% accuracy on standard tax documents. We offer a 100% accuracy guarantee—if there's an error, we fix it free.
We support W-2s, 1099s (all types), K-1s, brokerage statements, rental property documents, and most standard tax source documents.
Simple credit-based pricing: 35 credits (about $35) per return covers up to 10 pages, then +1 credit per additional page. Optional expert review is +20 credits. Credit packages start at 200 returns ($7,000); volume discounts up to 15% on larger packages. No surprises.