Overview
1 · Analyze
2 · Review
3 · Audit
Executive proof of concept
Turn a stack of K-1s into reviewed, filed-ready data — in seconds.
Your team keys Schedule K-1 boxes from CCH into AccessTax by hand — minutes per box, hours per return. This reads Federal & California K-1s in seconds, extracts every value with a confidence score, and keeps a tax professional in control of every number.
Documents processed
0
this workspace
Avg field confidence
0%
across extractions
Return on investment
What this saves your firm
Pick a practice group or enter your own numbers — it updates live.
Hours saved / year
0
Preparer-weeks freed
0
Estimated annual savings
$0
How it works
Human-in-the-loop, fully auditable1
Ingest
Upload a K-1 package or pick a sample. Federal & California, 1065 / 1120-S / 1041.
2
AI reads it
Our AI reads every box, statement, and Box 20 code — grounded in tax rules.
3
You review
Split-screen PDF and editable fields with confidence scores and anomaly flags.
4
Approve & audit
Export a clean payload. Every action is timestamped for a complete audit trail.