Keya Acounting: IntelliExtract Streamlines Tax Document Processing for KEYA Accounting

Case Study: IntelliExtract Streamlines Tax Document Processing for KEYA Accounting 

Introduction: 

KEYA Accounting, a rapidly growing firm with over 52,000 clients, faced significant challenges in managing their clients' tax documents. Their manual processes for data entry from various tax forms (W-2s, 1099s, etc.) were slow, error-prone, and resource-intensive. This inefficiency led to delays in tax preparation, increased costs, and potential errors impacting client returns. 

The Challenge: 

KEYA Accounting needed a solution to automate data extraction from their clients' tax documents, aiming to: 

The IntelliExtract Advantage: Pre-Trained for IRS Tax Forms 

A crucial factor in selecting IntelliExtract was its pre-trained AI models specifically designed for processing IRS tax documents. This pre-modeling offered several advantages: 

The Results: 

Since adopting IntelliExtract, KEYA Accounting has experienced significant improvements in their tax document processing: 

Client Quote: 

"IntelliExtract has been a game-changer for our firm," says Sarah Miller, Tax Manager at KEYA Accounting. "The pre-trained models for IRS tax forms saved us significant time and resources during implementation. Now, the time saved on data entry allows us to focus on providing more strategic tax advice to our clients. The increased accuracy of data extraction also gives us peace of mind knowing our clients' returns are error-free." 

Conclusion: 

IntelliExtract's AI-powered document intelligence solution, with its pre-trained models for IRS tax forms, empowered KEYA Accounting to streamline their tax document processing tasks. By automating data extraction, reducing errors, and improving efficiency, IntelliExtract has demonstrably enhanced KEYA Accounting's ability to serve their clients effectively and scale their business. 

Contact Intellisoft today to learn more about how IntelliExtract can unlock the hidden value within your documents and propel your business forward!