OCR tax document extraction reads uploaded tax documents, pulls structured fields from them, and routes each client into the right review workflow. In AI360 CPA, OCR runs the moment a client uploads a W-2, 1099, K-1, prior return, or ID document — so data flows toward the return workspace instead of sitting in an inbox.
Documents it handles
- W-2 wage statements
- 1099 forms (NEC, MISC, INT, DIV, and more)
- K-1 partnership and S-corp statements
- Prior-year returns
- Government ID documents
Why it matters for a CPA firm
Manual data entry and document sorting eat staff hours every tax season. When OCR reads documents on arrival, the firm spends less time keying numbers and chasing files, and more time on billable return work. Combined with automated follow-up, the firm absorbs more return volume without adding administrative headcount.
How it fits the workflow
| Step | What happens |
|---|---|
| 1. Upload | Client adds documents through the branded portal |
| 2. Read | OCR extracts structured fields from supported files |
| 3. Route | Client moves into the correct return workflow and pipeline stage |
| 4. Follow up | Automated sequences chase anything still missing |