For CPA firms · Individuals to S-corps

The tax workspace for firms that move fast.

Clients drop their documents into a secure portal. BotdoTax reads every W-2, 1099 and K-1, pins each figure to the page it came from, and hands your team a clean ledger to review — then builds the lead sheet.

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AI reads the form, a preparer signs off No client logins to manage Tax IDs encrypted at rest

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All clients

TY2025 · FILING SEASON · 48 DAYS LEFT

Search clients, forms…⌘K

00Firm dashboard

M.KHAN · ALL CLIENTS · TUE MAR 3

Import documents New client

In progress

+6 this week

Awaiting client

5 overdue docs

Ready to file

reviewed & signed

Active clients

214

this firm

01Active returns — 214 CLIENTS

Open a client to focus ›

Client	Form	Status	Lead	Progress
MC Meridian Capital LLC EIN •••••4417	1065	Needs review	AK	82%
NH Northfield Holdings EIN •••••0932	1120-S	Processing	JM	56%
RC Rivera Consulting SSN •••••6120	1040	Verified	MK	100%
OT Olmstead Family Trust EIN •••••7781	1041	Awaiting client	AK	24%

02Deadlines

Calendar

Mar

Olmstead Family Trust

1041 · EXTENSION

Mar

Meridian Capital LLC

1065 · PARTNERSHIP

Mar

Northfield Holdings

1120-S · S-CORP

13D

Copilotknows your book of business

>Which partnerships are still missing K-1s?Ask

Reads the forms your clients send

W-21099-NEC1099-INT1099-DIV1098K-1 1040106511201120-S1041

One workspace, every return

From shoebox to lead sheet, without the re-keying

BotdoTax keeps each client's documents, extracted figures and review status in one place — so your preparers spend the season checking numbers, not typing them.

AI document extraction

Every upload is read automatically: BotdoTax detects the form type, the tax year and each labeled field, with a confidence score per value.

Review against the page

Click a field and its box lights up on the scan. Preparers verify what the model read in seconds, and nothing is final until a person says so.

Bundles split themselves

A 40-page scan of “everything from the bank” is carved into its separate forms. Wrong cut? Undo it, or re-split by page range.

Secure client portal

Send each client a private link. They upload from their phone or laptop — no account, no password reset emails, no attachments in your inbox.

Lead sheets in one click

Export a client's year as an Excel workbook, grouped by form type, with live subtotals and every extracted field and its page behind it.

One client per tab

Each client opens in its own color-coded workspace pinned to that browser tab — work three returns side by side with no risk of filing to the wrong one.

The document lifecycle

Every document, on the record

Each upload moves through the same visible stages, updating live on your screen — so the whole team knows what's in, what's read, and what still needs a preparer's eyes.

Uploaded

Dropped in by your staff or by the client through their portal link.

Processing

AI identifies the form and tax year and pulls out every labeled field.

Needs review

A preparer checks each value against the highlighted box on the page.

Verified

Signed off and ready to flow into the client's lead sheet.

Linked

Attached to the return it supports, filed under the right tax year.

If a file can't be read it's flagged Failed instead of silently disappearing.

Human review, built in

The model reads it. Your preparer signs it.

Extraction is a head start, not a black box. Every value carries the page it came from and how sure the model was, so reviewers go straight to the figures that need attention.

Field-level boxes drawn over the original scan
Confidence on every value, low scores flagged
Re-file to another tax year by hand — your call wins

W-2Rivera, Daniel · TY2025

Needs review

Form W-2 Wage and Tax Statement2025

a Employee's SSN•••••6120

1 Wages, tips84,250.00

b Employer EIN•••••2210

2 Federal tax withheld11,904.18

c EmployerCoastline Media Group

3 Social security wages84,250.00

16 State wages84,250.00

17 State income tax3,962.40

Wages, tips, other comp.BOX 1 · P.1

84,250.000.99

Federal income tax withheldBOX 2 · P.1

11,904.180.98

Social security wagesBOX 3 · P.1

84,250.000.97

Social security tax withheldBOX 4 · P.1

5,223.500.96

State income taxBOX 17 · P.1

3,962.400.71

Client portal

A link your clients will actually use

Every client gets a private, firm-branded upload page. They see what you still need, snap a photo or drop a PDF, and it lands straight in their workspace — already being read.

Your firm's name up front, not ours
PDF, photo, Excel and CSV uploads
New-client intake that fills itself from a document

Hale & Lund CPAs

Secure portal by BotdoTax

Encrypted

Drop your 2025 tax documents

PDF · JPG · PNG · XLSX · CSV

W-2 · Coastline Media GroupRECEIVED

1099-INT · Harbor SavingsRECEIVED

1098 · Mortgage interestNEEDED

K-1 · Meridian Capital LLCNEEDED

Lead sheets

A workpaper you'd sign, not a guess

Download any client's year as an Excel lead sheet. Documents are grouped by form type with live subtotals, and every extracted field — with its confidence and page — sits on a detail sheet behind it. Amounts stay yours to key: a CPA's number, not a model's.

Live SUM() subtotals and a grand total
One detail sheet per form type
SSNs and EINs masked by shape, wherever they appear

XLSXLead sheet · Rivera, Daniel · TY2025

Download

Document	Payer	Amount
W-2
W-2 · p.1	Coastline Media Group
Subtotal		=SUM(C4:C4)
1099-INT
1099-INT · p.1	Harbor Savings Bank
1099-INT · p.1	Northline Credit Union
Subtotal		=SUM(C7:C8)
Grand total		=C5+C9

Built for client data

Security your clients would ask for

Tax documents are some of the most sensitive files a person owns. BotdoTax is designed so they stay with the firm they were sent to — and nowhere else.

Encrypted at rest

Client SSNs and EINs, and every figure extracted from their documents, are encrypted in the database — not just on the disk.

Firm-level isolation

Every lookup runs through your own firm's records, so another firm's clients and documents simply don't exist from where you sit.

Private portal links

Each client's upload page is reached only by its own long, unguessable link, scoped to that one client and nothing more.

Masked by default

Tax IDs show as their last four digits across the app and in exports, recognized by their shape so new labels can't slip through.

The right client, every time

The client you're working on lives in the page address, so a second tab can never quietly switch which return you're editing.

Team access you control

Invite staff by email, resend or revoke invitations, and keep firm settings in the hands of the people who run the firm.

Entity types

Individuals to estates

Client logins

One private link each

Lead sheet

1-click

Per client, per tax year

Encryption

AES-256

Tax IDs & extracted data

New to BotdoTax

Bring this season's returns into one workspace

Set up your firm, invite your team, and send your first client a portal link today.

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SET UP IN MINUTES · NO CLIENT LOGINS · ENCRYPTED BY DEFAULT