Problems

What will AGI do for Manual Tax Data Entry?

Tax accounting firms and corporate tax departments manually transcribe data from unstructured financial documents into tax preparation software. Professionals receive mixed batches of physical receipts, inconsistently formatted PDF invoices, and non-standardized schedules from clients. Junior analysts must locate specific line items across hundreds of pages, verify the context of the transaction, and type the exact values into specific tax forms.

The opportunity

What AGI will do for Manual Tax Data Entry

The work itself

Grounded Work Profile

Tools

  • CCH AxcessproblemCurrentSolutions
  • Thomson Reuters UltraTax CSproblemCurrentSolutions
  • SurePrepproblemCurrentSolutions
  • Drake TaxproblemCurrentSolutions
  • Microsoft ExcelproblemCurrentSolutions

Measured by

  • Severity 4/5problemSeverityFrequency
  • dailyproblemSeverityFrequency

Value flow

How Manual Tax Data Entry connects

How AGI delivers it

Four ways AGI delivers

  • Services-as-Software

    Get the professional outcome delivered as software, priced on results, not headcount.

    Services.do
  • Autonomous Agents as digital employees

    Hire a digital employee that does the job under earned, supervised autonomy.

    Agents.do