From messy documents to mapped, audit-ready data
What you get with TaxFlow Extract
Auto-extraction that understands tax docs
Ingest PDFs, scans, and data feeds; Extract parses W‑2, 1099, K‑1, invoices, and brokerage statements into clean, line‑item data mapped to your schema—deduped, normalized, and entity‑aware.
Audit‑grade accuracy and traceability
Field‑level confidence scores, validation rules, and clickable source‑to‑field links. Includes review queues, PII redaction, and a versioned audit trail so every figure is provable.
Faster time‑to‑file, zero busywork
Batch pipelines, webhooks, and prebuilt mappings accelerate workflows. Export to CSV/JSON or sync to your ERP/ledger with predictable throughput and SLA‑friendly performance.
Simple Pricing
Flexible pricing to match any budget or team size.
Starting at
Free tier + 14‑day Growth trial. No credit card required.
What’s included
- Support for 50+ IRS and state forms (W‑2, 1099 series, K‑1, 1040 schedules, 941, 1065, 1120S, and more)
- High-accuracy extraction with field-level confidence scores and validation rules (TIN/SSN/EIN formats, amounts, dates)
- Structured JSON/CSV exports, webhooks, API + web app, and bulk uploads
- PII redaction, encryption in transit and at rest, SOC 2 Type II controls
- Role-based access, audit logs, and environment separation (dev/prod)
- 99.9% uptime SLA and standard support (next-business-day)
- Quick-start templates and sample datasets for rapid go-live
- Add-ons: human-in-the-loop review credits, SSO/SAML, dedicated support SLAs
Frequently asked questions
Start extracting in minutes
Reduce manual entry, cut prep time, and improve accuracy. Secure by design with encryption in transit and at rest, role‑based access, and audit logs—integrated via API, webhooks, or the dashboard.