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.
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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.
Combine automation with explicit review and source-document checks. Test representative inputs, use confidence signals, and define quality checks before you automate higher-volume work.
Convert supported 1099s into consistently named data for review and export.
Route uncertain fields to a person instead of treating every extracted value as equally reliable.
Evaluate the workflow with your own layouts and image-quality range before scaling.
Move from manual uploads to an integrated workflow after review rules are established.
Verify sensitive tax, legal, medical, and financial fields before downstream use.
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.
9 practical chapters covering evaluation, review, integration, and operations.
Identify where 1099 data enters, who reviews it, and where the approved result goes.
Build a test set covering common layouts, scans, photos, and known edge cases.
Upload a supported file and inspect the returned fields, structure, and confidence signals.
Set thresholds and source-document checks for fields that matter to the decision or filing.
Map reviewed JSON, CSV, or Excel fields to the destination system.
Introduce higher-volume processing only after the single-file workflow is reliable for your inputs.
Use authentication, retries, validation, and exception handling in an integrated workflow.
Confirm access, retention, deletion, and audit requirements for the data you process.
Track review outcomes, add edge cases to the test set, and revisit thresholds as layouts change.
Intake forms, processing checklists, and quality-control templates.
A consistent checklist for comparing document-parsing tools and workflow fit.
Authentication, structured output, validation, and error-handling patterns.
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, and 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.
No. It focuses on document intake, representative testing, confidence-based review, structured exports, API integration, and exception handling.
The early chapters use the browser-based workflow. The API section is optional and intended for teams that want a programmatic integration.
The core workflow is tool-agnostic and emphasizes evaluation criteria you can apply to document-extraction products, including this one.
Check this page for the current version as the product and recommended review practices evolve.