How TaxReady AI
Transforms Tax Prep
From secure intake to draft export, our 6-step process turns scattered documents into a fully pre-filled, review-ready return.
Intake Link
A secure, branded intake link is sent to the user. For tax professionals, this is generated from your dashboard and sent to clients. For individuals, you receive this link to begin your tax preparation.
- Unique encrypted link for each return
- Branded with your firm's identity
- Mobile-friendly access
- Expires after completion for security
Guided Questions
The user answers a short, structured questionnaire that captures filing situation, income sources, deductions, and state residency. Dynamic fields appear based on previous answers.
- Personal & residency information
- Income type selection (W-2, 1099, etc.)
- Dependent information
- Self-employment and business details
- State work and residency situations
Document Upload
The user uploads tax documents through categorized drop zones. Each document is automatically classified and validated.
- Income documents (W-2, 1099s, etc.)
- Deductions & credits (1098s, receipts)
- Business documents (bank statements)
- Real-time upload status and validation
AI Processing
Our AI analyzes every uploaded document, extracts key data points, classifies document types, and identifies filing situations across federal and state returns.
- Document type classification
- Data field extraction with confidence scores
- Multi-state detection and allocation
- Schedule and form requirement identification
Draft Return Generated
A comprehensive draft tax return is created with all applicable forms and schedules. Each line item is linked to its source document for easy verification.
- Federal Form 1040 with all schedules
- Schedule C, A, D, and others as needed
- State return forms
- Line-by-line source document mapping
Review & Export
The return is reviewed, notes can be added, values can be edited, and the final draft is exported for filing. Professional review is always required before filing.
- Interactive form viewer with editing
- Add notes and flags for review items
- Download draft return as PDF
- Export data package for filing software
Same Engine, Tailored Entry
Whether you're managing hundreds of clients or preparing your own return, the workflow seamlessly adapts to you.