Tax & Accounting pack · Live
Tax & Accounting documents, read and checked.
Schedules K-1, Forms 1099 and W-2, and engagement letters. Every field comes back with a confidence score, checked against the page by a second, independent pass.
Documents it reads
- ›Schedules K-1 (1065 and 1120-S)
- ›Forms 1099
- ›Forms W-2
- ›Engagement letters
Checks it runs
- ›Box amounts and state allocations are present
- ›Cost basis is included on 1099-B
- ›Engagement letters are signed
- ›Every value verified against the document by a second, independent pass
Choose the document type when you upload, or let it be detected. Digital PDFs are where it reads best, and every field on a scan or a photo carries the same confidence score, so anything doubtful comes back marked for a look rather than guessed.
What's missing
Gaps go to the right person, with your approval.
Missing or doubtful fields are listed with why they matter and who owns the answer: the client, or the partnership or fund that issued the form. Requests outside your company go only to an address from the document or a contact you've saved, never a guessed one, and only after someone on your team approves them.