Automate document handling, data extraction, and preparation workflows—so your team can focus on accuracy and review.
Teams spend hours chasing, sorting, and renaming documents that should arrive ready to process.
Missing data triggers endless email threads—breaking focus and delaying every return in the queue.
Without a standard layer, every preparer follows their own process—creating quality variance at scale.
Senior staff get pulled into prep work, reducing throughput where it matters most: final review.
Taxscio sits between your clients and your filing software—standardizing every step in between. Not a replacement. A system that makes your existing tools work better.
A clear, repeatable path from first document to final export—handled by Taxscio, not your team.
Clients submit through a structured portal. Missing items are flagged and tracked automatically.
OCR classifies each file, extracts relevant fields, and surfaces completeness gaps in real time.
Templates and CSV exports format everything to match your filing software's exact input requirements.
AI summaries and error flags give reviewers everything they need before the final export.
Five integrated capability areas working as one unified preparation layer.
Auto-classifies every incoming file by type and tax year, then extracts structured data fields via OCR—eliminating manual sorting entirely.
Structured document requests replace email chains. Clients see what's needed; preparers see real-time submission status at a glance.
Standardized templates ensure every return is prepared the same way, regardless of who touches it. Outputs export directly to filing software.
Automated error detection and AI-generated return summaries help reviewers catch issues before they reach the filing stage.
Task tracking and role-based flows keep every return moving. Owners, preparers, and reviewers each see exactly what needs their attention.
Taxscio connects to the tools your firm already uses. No replacement required—just a cleaner handoff to Drake, UltraTax, or ProSeries.
Add capacity to your workflow without adding staff. Taxscio gives your existing team the infrastructure to handle more returns at the same quality.
Stop sorting, chasing, and reformatting. Taxscio delivers structured, complete data packages so you can move directly to preparation work.
Every return arrives with an AI summary, completeness status, and flagged exceptions—so review means review, not re-preparation.
Taxscio doesn't replace your filing software—it makes the handoff seamless. Export filing-ready data directly into the tools your team already knows.
All integrations use secure, read-only export formats. No filing software credentials required.
Choose the plan that fits your firm. All plans include a 14-day free trial — no credit card required.
For small CPA firms ready to move beyond manual intake and get their first workflows standardized.
For growing firms that need advanced automation, AI-assisted review, and deeper workflow control.
For large firms and networks that need unlimited scale, dedicated support, and tailored integrations.
See how Taxscio fits into your firm's existing process in a 30-minute live walkthrough.