CPA Workflow Automation
A custom system that transforms tax preparation through intelligent document processing and multi-agent review. Built for a mid-size CPA firm handling thousands of returns annually.
The Problem
Tax season meant drowning in documents. Staff spent 70% of their time on manual data entry— transcribing W-2s, 1099s, and supporting documents into tax software. Errors were common, reviews were slow, and the firm couldn't scale without proportionally scaling headcount. They needed a system that could handle the volume without sacrificing accuracy.
Our Approach
We didn't just automate data entry—we reimagined the entire document-to-return workflow. Instead of a single AI doing everything, we built a system of specialized agents: one for document classification, one for data extraction, one for validation, and one for anomaly detection. They work together, catching errors before humans ever see them. The result is a system that's not just faster, but more accurate than manual processing.
Key Features
Intelligent Document Processing
Automatically extracts and categorizes data from tax documents, W-2s, 1099s, and supporting materials.
Multi-Agent Review System
AI agents collaborate to cross-reference data, flag discrepancies, and ensure accuracy before human review.
Automated Data Entry
Populates tax software directly, eliminating manual transcription and reducing errors to near-zero.
Compliance Validation
Built-in rules engine validates entries against current tax regulations in real-time.
Technical Architecture
Document Ingestion Pipeline
OCR and document classification using custom-trained models for tax-specific documents.
Entity Extraction Engine
Named entity recognition fine-tuned for financial data, amounts, dates, and taxpayer information.
Multi-Agent Orchestration
Coordinated AI agents for validation, cross-referencing, and anomaly detection.
Integration Layer
Secure APIs connecting to major tax preparation software platforms.