Tax & Accounting pack · Coming soon

Tax & Accounting documents, read and checked.

Schedules K-1, Forms 1099 and W-2, and engagement letters. The same engine as our live Logistics pack: every field scored and checked, and what's missing routed to the client, or the partnership or fund that issued the form.

Get an email when it's ready

Need it sooner? Tell us about your documents.

Documents it will read

  • ›Schedules K-1 (1065 and 1120-S)
  • ›Forms 1099
  • ›Forms W-2
  • ›Engagement letters

Checks it will run

  • ›Box amounts and state allocations are present
  • ›Cost basis is included on 1099-B
  • ›Engagement letters are signed