Problems

What will AGI do for Unbillable Tax Data Extraction?

Tax preparation firms absorb the cost of manually transcribing client financial documents into tax software because clients refuse to pay hourly rates for data entry. Accountants and paraprofessionals spend hours hunting through hundreds of pages of unstandardized brokerage statements, K-1s, and scanned receipts to locate specific numeric fields. This manual transcription directly reduces the firm's realization rate on fixed-fee and capped engagements.

The opportunity

What AGI will do for Unbillable Tax Data Extraction

  • Automated K-1 Extraction for CPAs

    Business-as-Code

    Solves:

    Platform.do
  • Brokerage Parsing for Family Offices

    Business-as-Code

    Solves:

    Platform.do
  • Tax Entry for Solo Accountants

    Business-as-Code

    Solves:

    Platform.do
  • Tax Reconciliation for Wealth Managers

    Business-as-Code

    Solves:

    Platform.do

The work itself

Grounded Work Profile

Tools

  • SurePrep 1040SCANproblemCurrentSolutions
  • GruntWorxproblemCurrentSolutions
  • CCH ProSystem fx ScanproblemCurrentSolutions
  • Lacerte Tax ImportproblemCurrentSolutions

Measured by

  • Severity 4/5problemSeverityFrequency
  • dailyproblemSeverityFrequency

Go deeper

Explore Unbillable Tax Data Extraction

Value flow

How Unbillable Tax Data Extraction connects

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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