New 2026 Filing Season Ready See how AI OCR cuts document processing time by 80% →
Accelerate business growth with intelligent automation and streamlined workflows.
Reduction in document processing time
Measured across 500+ CPA firm deployments
OCR Extraction Accuracy
Across all common tax document types
Type II certified
End-to-end encrypted
CPA & Accounting Firms Served
Solo practitioners to Top 100 firms
Built around the real pain points CPA firms face
We interviewed 500+ CPAs and accountants. These are the document processing and workflow problems they told us about and how Tax Velocity solves each one.
Your best people spend 40% of their week on research that could be automated. Staff churn is accelerating and replacing senior staff costs $80K+.
Let each staff member handle 2.5× the client load. AI handles first-draft research so your CPAs focus on high-value advisory work they love.
An S-Corp election analysis can take 4 hours. Multi-state nexus questions derail your whole day. Research backlog extends client delivery timelines.
Get cited, defensible answers in under 60 seconds IRC sections, Rev. Rulings, PLRs, and CCAs with full audit trail. Even covers complex cases.
Missing a nexus trigger, an R&D credit eligibility check, or a penalty abatement opportunity costs clients thousands — and costs you the relationship.
Automatically flag every entity for compliance gaps, triggers, and opportunities — before filing. Catch what human review misses at 3am in busy season.
ChatGPT hallucinates IRC sections. Generic AI trains on your data. Your clients expect accuracy you can stake your license on — not a chatbot disclaimer.
Every answer cites the source. We never train on client data. Built by CPAs for CPAs with a malpractice-aware accuracy standard from day one.
Your best people spend 40% of their week on research that could be automated. Staff churn is accelerating and replacing senior staff costs $80K+.
Let each staff member handle 2.5× the client load. AI handles first-draft research so your CPAs focus on high-value advisory work they love.
An S-Corp election analysis can take 4 hours. Multi-state nexus questions derail your whole day. Research backlog extends client delivery timelines.
Get cited, defensible answers in under 60 seconds IRC sections, Rev. Rulings, PLRs, and CCAs with full audit trail. Even covers complex cases.
Missing a nexus trigger, an R&D credit eligibility check, or a penalty abatement opportunity costs clients thousands — and costs you the relationship.
Automatically flag every entity for compliance gaps, triggers, and opportunities — before filing. Catch what human review misses at 3am in busy season.
ChatGPT hallucinates IRC sections. Generic AI trains on your data. Your clients expect accuracy you can stake your license on — not a chatbot disclaimer.
Every answer cites the source. We never train on client data. Built by CPAs for CPAs with a malpractice-aware accuracy standard from day one.
Platform capabilities
Tax Velocity is purpose-built for CPA firms that handle high-volume document workloads. Every module on this page has been designed around how tax professionals actually work.
Extract structured data from W-2s, 1099-INT/DIV/B/R, K-1s, brokerage statements and over 80 source-document types in one click.
Route documents to the right preparer, set review queues, and let Tax Velocity nudge clients automatically when source docs are missing.
Field-level checks against IRS form schemas and prior-year returns flag suspicious values before they hit your tax software.
Push clean, structured data directly into Lacerte, ProConnect, UltraTax CS, Drake and CCH Axcess — no CSV gymnastics.
Partners see real-time return status, preparer load, and SLA risk across the entire firm — without chasing weekly status reports.
SOC 2 Type II, AES-256 encryption at rest and in transit, SSO/SAML, and granular role-based access tuned for CPA firm hierarchies.
Streamline your CPA firm's workflow with AI-powered document processing. Automatically extract, validate, and convert financial documents into accurate, tax-ready data in minutes — eliminating manual entry and reducing errors so your team can handle more work efficiently.
See a live document scanOCR Extraction
W-2s, 1099s, K-1s scanned & digitized
Data Classification
Income, deductions & credits mapped automatically
Validation & Cross-Check
2 discrepancies flagged · K-1 vs. return mismatch
Tax-Ready File Export
Structured data pushed to Drake, Lacerte & CCH
Documents processed — 47 fields extracted, 2 anomalies flagged
Zero manual re-keying. Full audit trail saved.
80% faster
vs. manual document entry
End-to-end document workflow
From client document upload to tax-ready file delivery, Tax Velocity automates every stage of the document lifecycle — with CPA oversight built in at every checkpoint.
Secure document collection from any source
AI reads and extracts every data field
Cross-check and anomaly detection
Data mapped to tax software fields
Tax-ready files pushed to your software
Seamless integration with your existing stack
Tax Velocity connects natively with every major tax preparation platform. Extracted data flows straight into the right fields no re-keying, no exports, no manual mapping.
QuickBooks Online
Xero
Drake Tax
Lacerte
ProConnect
CCH Axcess
UltraTax CS
Custom API
Don't see your platform?
We add new native connectors every month. REST API available for custom integrations.
Scales with your practice
Whether you process 200 returns or 20,000, Tax Velocity's document automation adapts to match your volume without adding headcount or infrastructure.
You do not have a dedicated document processing team. Tax Velocity becomes your AI assistant — handling extraction, classification, and validation so you can spend client time on advisory work, not data entry.
Research time per client
Clients handled (avg.)
Malpractice flags caught
Why Tax Velocity
Generic OCR doesn't know W-2 from 1099 — and definitely doesn't know what to do with a K-1 footnote. Tax Velocity is built for the documents, schemas, and compliance reality CPAs deal with every day.
Unlike generic OCR tools, Tax Velocity understands the structure of W-2s, 1099s, K-1s, Schedule C, 1065s, and 1120-Ss. Field extraction is accurate because the model knows what it's reading — not just where text appears on a page.
Every document your firm processes stays yours. We use zero-retention infrastructure and our Data Processing Agreement contractually prohibits any use of your client data to train or improve any AI model ours or anyone else's.
We achieved SOC 2 Type II certification before opening to paid customers. The entire document processing infrastructure was architected around the controls framework — security is not a layer on top, it's the foundation.
Our founding team includes former Big 4 tax managers who lived the document processing problem firsthand. We know the difference between a K-1 Box 1 and Box 2 — and why it matters to get it right every time.
We benchmark field-level extraction accuracy on a standardized set of real tax documents and publish results quarterly. Our numbers beat every generic OCR tool we've tested against — and we'll show you the data.
Every extraction, validation, and export is logged with timestamp, user identity, document version, and model version. If a document ever comes into question — in a review, an audit, or a client dispute.
Simple, transparent pricing
No hidden fees, no per-page charges buried in fine print. Every plan includes onboarding support, SOC 2 documentation, and unlimited access to our CPA support team.
$119
per month, billed annually
For solo practitioners and small offices who need accurate, automated document processing without enterprise overhead or IT complexity.
14-day free trial · No credit card required
$399
per month, billed annually · up to 10 users
For growing firms ready to automate document processing across the entire team and integrate with their primary tax preparation platform.
14-day free trial · No credit card required
Custom
Per-seat pricing · Volume discounts
For large and multi-office firms with high document volume, complex workflows, or requirements for custom extraction models, SSO, or dedicated infrastructure.
Usually responds within 1 business hour
All plans include SOC 2 documentation, audit trail, and zero AI training on client data. Compare all features →
Trusted by CPA & accounting firms nationwide
Real outcomes from real firms — measured in hours saved, errors eliminated, and capacity recovered.
We cut document processing time by 75% and now handle 30% more returns with the same staff. I look back at manual data entry as almost unthinkable now — Tax Velocity changed how our entire practice operates.
Sarah Chen, CPA
Managing Partner · Chen & Associates, Austin TX · 250 returns/year
I evaluated four OCR tools before Tax Velocity. The others choked on K-1s and brokerage statements. Tax Velocity nails them on the first try — and the audit trail alone is worth the subscription.
Michael Rodriguez, EA
Senior Tax Partner · Rodriguez & Associates · 410 returns/year
Read: How Rodriguez Tax Group reduced audit exposure by 40% in 90 days
Built on a foundation of security
CPA firms handle some of the most sensitive financial data in existence. Tax Velocity was architected from the ground up to protect it.
Annual independent third-party audit covering security, availability, processing integrity, and confidentiality. Full SOC 2 report available on request under NDA before you sign anything.
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AES-256 encryption at rest, TLS 1.3 in transit. Every client document is encrypted from the moment it enters Tax Velocity before it leaves your browser. Encryption keys are managed per-firm, never shared.
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Granular permissions scoped by role, client, engagement, and document type. Every user action upload, extraction, review, export is logged, timestamped, and exportable for engagement documentation and IRS defense.
CPA firm resources
Practical content written by former Big 4 tax managers who understand the document processing challenges CPA firms face — not marketing copy from people who've never prepared a return.
The 52-item checklist our team uses to optimize document intake and processing for the January-April sprint. Covers OCR setup, validation workflows, integration configuration, and staff training.
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A detailed breakdown of how a 12-person firm automated their document processing pipeline, eliminated K-1 entry errors, and reduced per-staff review time by 40 hours per month — in the first 60 days.
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What the AICPA says about AI-assisted document handling, how to document automated extraction in client files, and which accuracy thresholds meet the defensibility standard required by CPAs and enrolled agents.
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Join 500+ CPA and accounting firms that have automated their document workflows with Tax Velocity. Full setup takes under 30 minutes — and the first 14 days are completely free.
No credit card required · SOC 2 certified · Cancel anytime