Tax Document Processing & Return Preparation
Automate tax document collection, extraction, and return preparation at scale.
Solution Overview
Accounting firms process thousands of tax returns annually — collecting W-2s, 1099s, K-1s, and foreign financial statements. Cray automates document intake, data extraction, organizer population, and return review workflows.
The Manual Process Problem
Tax preparers manually receive documents from clients, extract relevant figures, populate tax software, review for completeness, and calculate tax positions.
Cray's Automation Approach
Digital document collection portal. AI extraction from all tax document types. Automated organizer population in tax software (Drake, Lacerte, ProSeries). Completeness validation. Exception queue for non-standard items.
Key Benefits
Automation Coverage
Target Clients
- H&R Block
- Jackson Hewitt
- TurboTax/Intuit
- EY
- Deloitte Tax
- BDO
- RSM
Why Cray for Tax Document Processing?
- 3+ years domain experience
- Deployment in 4–8 weeks
- ROI within 90 days
- 24/7 automated processing
- Enterprise security standards
Related Solutions
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