Connect extracts data from source documents and enters it into your tax software automatically — no rekeying, no bottlenecks.
Every return depends on one thing: getting the data in, accurately.
Your team is pulling numbers from PDFs, typing them into tax software, double-checking entries, and fixing mistakes. It's repetitive, time-consuming work that is prone to error — and it happens on every single return.
Preparers get stuck waiting on data entry. Admins spend hours rekeying information. Small errors turn into rework. Returns that should move forward sit idle.
OCR tools, offshore prep, spreadsheets, more staff during busy season. But none of it fixes the problem. It still relies on manual work, introduces new errors, or creates more steps to manage. And partners pay for bottlenecks — and overtime.
average field-level extraction accuracy across W-2s, 1099s, K-1s, and brokerage statements — first pass, no manual cleanup.
Connect replaces manual data entry with an automated process inputs data directly into your tax software. Instead of rekeying information, your team can rely on Connect to move data where it needs to go — accurately and automatically.
Connect reads and captures data from tax forms and source documents automatically. No more hunting through PDFs or saying numbers out loud until you type them.
Accountant-trained AI maps every extracted value to the right line in the right form — W-2 box 1 to wages, 1099-INT to interest income, K-1 ordinaries to the right schedule.
Validated data is posted into UltraTax, Lacerte, Drake, or CCH Axcess automatically. The return opens already populated — your team starts at review, not at intake.
Two things make data entry painful: extracting numbers from inconsistent documents, and getting them into the right boxes. Connect handles both.
Connect reads every W-2, 1099, K-1, brokerage statement, or operating agreement and pulls each value with the box number, line, and source already tied back to the document. Anything ambiguous is flagged for one-click review.
Connect puts validated data directly into UltraTax, Lacerte, Drake, and CCH Axcess. No CSV imports, no copy-paste, no rekeying. Preparers open the return and start at review.
Most "AI data entry" tools extract values into a spreadsheet you still have to imput into your software. Connect goes all the way — from PDF to populated return — so preparers spend their time on review and judgment, not typing.
Connect doesn't stop at extracting data. It maps and enters it directly into your tax software so you don't have to — the full job, automatically.
Trained on tax forms and real preparer workflows, Connect understands that Box 1 isn't always wages, that K-1 footnotes matter, and that a 1099 corrected mid-season needs a different treatment.
Instead of moving data entry to another tool or team, Connect eliminates it so your team can focus on review and advisory, not rekeying.
Connect automates how data moves from client documents into your tax software so your team can stop rekeying and start focusing on more valuable work. Accurate data, flowing where it needs to go.