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Example engagement · Accounting & Tax Firms

AI Tax Document Intake for a Tax Practice

An intake flow that collects client documents, identifies and extracts each form, checks against last year's return and lists what is still missing.

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-40%
Preparer time per return
-60%
Staff time chasing missing documents
+25%
Returns completed with the same team
Profile — Tax practice, about 2,500 individual and small-business returns a seasonTimeline — 7 weeks, ready before tax seasonTeam — 3 engineers
Representative engagement: a composite of the AI work we deliver in this industry, not a named client's project. Figures are the outcomes this kind of build typically delivers, and they are the targets we agree and measure in a pilot before scaling.
The problem

Staff spent the first weeks of every season sorting uploads and emailing clients for missing forms, and preparers re-keyed figures from PDFs.

What we build

The approach.

  • 01Built a secure client portal for uploads.
  • 02Identified each document type and extracted the figures preparers need.
  • 03Compared with last year's return to spot missing forms.
  • 04Sent clients automatic, specific reminders for missing items.
Where the AI works

Claude classifies each upload, extracts the fields and writes the missing-document list by comparing with the prior year.

Claude APIPythonSecure client portalTax software importAWS
Proof, not promises

How we measure it.

Time per return is logged in the practice's workflow tool. Chasing time is measured from emails and calls. Capacity compares returns completed with the previous season.

Questions

Before you ask.

Beyond Technologies encrypts documents at rest and in transit, keeps them in the practice's cloud and limits access by role.

No. It organises and extracts. Preparers prepare and review every return in their own software.

Next step

Want this measured on your own data? Start with a pilot.

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AI for Accounting & Tax Firms →AI Integration →Security & Compliance →Next example: AI Month-End Close Assistant for an Accounting Firm →Named client case studies →

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