Upload client tax documents, let AI classify and extract data, automatically group by taxpayer, calculate totals, and export organized packets ready for tax preparation.
From upload to export, TaxPacket Pro handles the entire workflow
Drag and drop PDFs, images, and scanned documents for instant processing
Automatic W-2, 1099, 1098, and other tax form recognition with 95%+ accuracy
Intelligent taxpayer grouping by Social Security Number for household organization
Automatic calculation of wages, withholdings, interest, dividends, and more
Generate organized PDFs by taxpayer or form type, plus JSON data export
Bank-level encryption, masked SSNs, and full audit trail for compliance
Process a full client packet in minutes, not hours
Drag and drop all client documents
AI classifies forms and extracts data
Verify flagged items with low confidence
Download organized PDF or JSON
Join CPAs who are processing client documents faster and more accurately with TaxPacket Pro.
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