ScribeTax reads tax returns so you don't have to. Upload W-2s, 1099s, and 1040s — get extraction, analysis, and strategy recommendations in seconds.
The problem
A complete tax return has 40+ data fields across multiple forms. Most advisors catch the headline numbers and miss the rest.
Box 12 of a W-2. Line 17 of Form 8606. Schedule D carryforwards. Each one a potential strategy — buried in plain sight.
Your clients expect a strategy memo after every meeting. Writing one from scratch pulls you out of the work that actually grows your practice.
How it works
Drag and drop any combination of W-2s, 1099s, 1040s, 1098s, and Schedules. ScribeTax accepts PDF, image, and scan formats.
Encrypted at rest. SOC 2 aligned. Your client data never trains our models.
AI reads every form field — not just the summary numbers. Every box, every schedule, every line that most advisors scroll past.
Powered by Azure Document Intelligence + Claude AI. Field-level confidence scoring on every extraction.
ScribeTax surfaces tax opportunities your client's documents reveal: Roth conversion windows, loss harvesting, credit optimization, RMD planning.
Each strategy comes with an IRS compliance confidence level and the exact form fields that triggered the recommendation.
Document intelligence
ScribeTax reads the tax documents your clients bring to every meeting — and finds the strategies hiding inside each one.
Pricing
White-labeled for your brand. Your clients see your name, not ours.
Founding Member
Locked in for life — price never increases
Agency
For multi-advisor practices and enterprises
Free live training
A free live training for financial advisors. See exactly what ScribeTax finds — and how it changes every client conversation you have after.
Claim Your SeatLimited seats. Founding member pricing available at the training only.