Free Guide for Tax Preparers, CPAs & Bookkeepers
A practical guide to automating 1099 data extraction — NEC, MISC, INT, DIV, R, K and more.
How CPAs, bookkeepers, and tax preparers replace manual 1099 data entry with an upload-review-export workflow.
Free. No credit card. Just your email so we can send updates.
You're manually keying in data from 1099-NEC, 1099-INT, and 1099-DIV forms — again.
Tax season means long weeks, and much of that time is pure data entry rather than tax work.
One typo in a TIN or box amount means an IRS notice and an unhappy client call.
Client volume is capped by how fast your team can re-type forms, not by your expertise.
You know AI could help, but every 'solution' you've evaluated felt like a science project.
Four steps, from document to structured data:
Drag in a PDF, scan, or phone photo. All common variants are supported — NEC, MISC, INT, DIV, B, K, R, G, S — with no template setup.
Payer and recipient details, TINs, box amounts, and state withholding come back as structured data with a per-field confidence score.
Low-confidence fields are surfaced so a human checks only what needs checking instead of re-reading the whole form.
Download JSON, CSV, or Excel — or wire the REST API and batch upload into your intake process so forms flow straight through.
Every extraction returns these fields as structured data with per-field confidence scores:
Extracted 1099 data exports as CSV or Excel for import into tax software and general ledgers, or as JSON via the REST API for custom intake pipelines. Batch upload handles stacks of forms in one pass during filing season.
The Tax Preparer’s AI Automation Playbook
A free PDF playbook covering AI extraction workflows, quality control, batch processing, and API integration for tax-document operations.
Form type (NEC, MISC, INT, DIV…); Payer name & TIN; Recipient name & TIN; Box amounts; Federal & state withholding; Tax year. Each field comes back with a confidence score, and results export to JSON, CSV, or Excel.
No. The core workflow is upload, review, export — all in the browser. Developers can additionally use the REST API and batch upload, but nothing requires code.
PDF (including scanned), PNG, JPG, and WEBP. Native PDFs, scans, and phone photos all work, with confidence scores flagging anything hard to read.
Your first 3 documents are free with no credit card. Paid plans start at $9/month, and every plan includes API access and all export formats.