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UNIVERSAL API FOR TAX DOCUMENTS

Auto-extract tax forms and data from payroll and financial providers. Help your
users skip manual document uploads.



RETRIEVE DOCUMENTS

EXTRACT DATA

IMPLEMENT IN 1 DAY


CONNECT TO FINANCIAL PROVIDERS

Securely link with multiple financial providers to access and retrieve tax
information.

See Integrations




EXTRACT TAX DOCUMENTS

Utilize our API to extract necessary tax forms such as 1099s, W-2s, statements,
and more in real-time.

See Supported Documents


RETRIEVE & PROCESS DATA

Leverage built-in document processing to specify needed data fields. Get only
the data that you need.




SUPPORTED DOCUMENTS


W-2

Employer-reported wages & tax withholdings


1099-NEC

Non-employee compensation, i.e. independent contractors


1099-INT

Interest income from financial instituions


1099-DIV

Dividends from financial institutions


1099-B

Capital gains & losses through brokerages and exchanges


1099-K

Payments from online platforms, apps, marketplaces, or payment card processors


1099-R

Distribution of retirement benefits such as pensions, annuities, and retirement
plans


1098

Mortgage interest paid


1098-E

Interest paid on student loans


1098-T

Qualified education expenses


BANK STATEMENTS

Monthly statements from banks


BROKERAGE STATEMENTS

Monthly statements from brokerages


… AND MORE


PRICING

Pay as You Go

Based on number of extrations

Get Started

Per User

/year

Unlimited extractions per user

Get Started

Custom

For enterprises

Get Started

* Cost shown does not include the one-time Onboarding Fee of $1000


GET STARTED TODAY.

Book a demo