Tailored workflows optimized for your specific use case.
Upload completed tax returns (1040, 1120, 1065, etc.) in PDF or scanned format. Cortex processes individual returns or batch reviews multiple returns.
AI extracts all key information—income, deductions, credits, and calculations. Verifies math accuracy and cross-references data across schedules and forms.
Reviews returns for completeness, identifies missing schedules, flags potential errors, and generates review reports with recommendations before filing.
See how Cortex handles complexity in real-world scenarios.
Manually reviewing individual tax returns for accuracy requires checking every line item, verifying calculations, and cross-referencing schedules—a 30-45 minute process per return that's prone to human error.
Cortex automatically extracts all tax return data, verifies mathematical calculations, cross-references information across schedules, and flags discrepancies or potential errors for review before filing.
Verifying that all eligible deductions are claimed and properly documented requires manually checking receipts, invoices, and supporting documents against the tax return.
Cortex extracts all deduction claims from tax returns, identifies missing supporting documentation, verifies deduction amounts against source documents, and generates documentation checklists.
Reviewing complex tax returns with multiple entities (S-Corps, partnerships, trusts) requires tracking income and deductions across multiple forms and schedules, ensuring consistency and accuracy.
Cortex processes all related tax forms together, extracts data from each entity, verifies pass-through income and deductions are correctly reported, and identifies inconsistencies across related returns.