Tax Document Preparation Assistant
Tax paperwork collected, sorted and draft-ready.
Business Benefits
- Fewer filing errors
- Faster preparation cycles
- Lower compliance risk
- Smoother tax season
Key Features
- Collects invoices, receipts and financial documents from drives and e-mail
- Sorts documents by tax category
- Fills in draft tax forms
- Flags inconsistencies for manual review
- Prepares review-ready packages
Interaction Channels and Integrations
Connects to
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Google Drive
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MS SharePoint
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SAP
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Playwright Browser
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Pomerado
User Interaction Channels
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Microsoft 365 E-Mail
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Google Workspace E-Mail
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MS Word
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MS Excel
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Google Docs
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Google Sheets
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WebChat (Widget)
At a Glance
Trigger
the tax period opens, or receipts arrive
Human in the loop
reviews the prepared pack before filing
Modelled time saving
74% across 5 core processes
Documents arrive sorted and forms come pre-filled — filing is far calmer.
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