AI Parsing
AI tax preparation software that starts before the return.
Paloma is AI tax preparation software for the half of tax season nobody automates: document parsing. Every W-2, 1099, and K-1 is parsed, checked, and organized before a preparer ever opens the file.
Your best people are typing numbers off PDFs.
Data entry at CPA rates
Reading a 1099 and keying five boxes isn't judgment work - but it consumes the hours you'd rather spend reviewing returns.
The multi-form PDF
One scan with a W-2, two 1099s, and a K-1 inside. Someone has to find them, split them, and file them - every single time.
Numbers without receipts
A spreadsheet cell with no trail to its source page means every review starts from scratch.
What the AI actually does
Extracts the data, keeps the receipts.
Every box, extracted
Wages, withholding, interest, distributions, K-1 coded boxes: every field extracted automatically, box by box.
Multi-form PDFs split automatically
A single scan containing four forms becomes four documents, each categorized, renamed, and parsed automatically.
Provenance on every value
Each extracted number links back to the exact spot on the source page. Reviewers verify with one click instead of a page hunt.
Validation and second passes
Extractions are checked against form rules; low-confidence fields automatically get a targeted second read before a human sees them.
Categorized and renamed
Documents are automatically named and filed - 'Sarah Chen W-2 2024' under W-2s - instead of IMG_4923.HEIC in an inbox.
Human review, always
AI extracts the data; your team approves it. Nothing flows into workpapers without a place for staff sign-off.
Parsing feeds the next step: tax workpaper software that compiles the binder for you, all running on documents collected through one client link.
Common Questions
Book time with Abby
15 minutes. Upload a messy multi-form PDF and watch it split, parse, and organize automatically.
Pick a timePrefer to write first? Contact us about Data Extraction.