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Upload, classify, extract, review and update checklists. Outputs here are simulated with synthetic data.

2. Drag & drop a synthetic tax document

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Document checklist

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Maria Gonzalez · Tax year 2025

  • W-2 Wage StatementPending
  • 1098 Mortgage InterestReceived
  • 1099 Income FormReceived
  • Prior-Year Tax ReturnPending