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 prior and present tax documents such as 1040s, W-2s, 1099s, statements, and more.

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

1040

Prior-year tax returns

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 # of extractions

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Per User

/year

Unlimited extractions per user

Unlimited # per user

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Custom

For enterprises

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* with an one-time Onboarding Fee

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