Now in early access

Turn Tax Documents
Into Tax Strategy.

ScribeTax reads tax returns so you don't have to. Upload W-2s, 1099s, and 1040s — get extraction, analysis, and strategy recommendations in seconds.

SOC 2 aligned · Your client data never trains our models
scribetax.app · processing
w2_2024_smith_jane.pdf
Page 1 / 12.1 MB

Extracted fields

  • Wages (Box 1)$248,300
  • Federal income tax withheld$58,712
  • 401(k) contribution (Box 12, code D)$22,500
  • HSA employer contribution$3,200
  • Dependent care FSA (Box 10)$5,000

Strategies surfaced

  • Backdoor Roth conversion window+$8,400
  • Mega-backdoor Roth via after-tax 401(k)+$12,200
  • HSA triple-tax-advantaged max-out+$1,150
40+

fields extracted per return

every box, every schedule

< 60 sec

from upload to strategy

including OCR + analysis

6 forms

recognized natively

W-2, 1099, 1040, 1098, 8606, Sched D

The problem

Most advisors see a tax return.
ScribeTax sees a strategy roadmap.

01

You're reading them manually

A complete tax return has 40+ data fields across multiple forms. Most advisors catch the headline numbers and miss the rest.

02

The opportunities hide in the details

Box 12 of a W-2. Line 17 of Form 8606. Schedule D carryforwards. Each one a potential strategy — buried in plain sight.

03

Memos take hours

Your clients expect a strategy memo after every meeting. Writing one from scratch pulls you out of the work that actually grows your practice.

How it works

From upload to strategy in under a minute

01

Upload

Drag and drop any combination of W-2s, 1099s, 1040s, 1098s, and Schedules. ScribeTax accepts PDF, image, and scan formats.

Encrypted at rest. SOC 2 aligned. Your client data never trains our models.

02

Extract

AI reads every form field — not just the summary numbers. Every box, every schedule, every line that most advisors scroll past.

Powered by Azure Document Intelligence + Claude AI. Field-level confidence scoring on every extraction.

03

Strategize

ScribeTax surfaces tax opportunities your client's documents reveal: Roth conversion windows, loss harvesting, credit optimization, RMD planning.

Each strategy comes with an IRS compliance confidence level and the exact form fields that triggered the recommendation.

Document intelligence

Every form. Every field. Every opportunity.

ScribeTax reads the tax documents your clients bring to every meeting — and finds the strategies hiding inside each one.

Form W-2Wages & Employment
  • Wages & salaries
  • Retirement plan contributions
  • Employer HSA
  • Dependent care FSA
Form 1099Investment Income
  • Dividends & distributions
  • Interest income
  • Retirement distributions
  • Broker proceeds
Form 1040Full Return Analysis
  • Adjusted gross income
  • Itemized deductions
  • Tax credits claimed
  • AMT exposure
Form 8606IRA Tracking
  • Nondeductible contributions
  • Roth conversion basis
  • Inherited IRA rules
  • Pro-rata calculation
Schedule DCapital Gains
  • Short vs. long-term gains
  • Loss harvesting windows
  • Carryforward losses
  • Qualified dividend rates
Form 1098Mortgage & Property
  • Mortgage interest paid
  • Property taxes
  • PMI deductibility
  • Points paid

What advisors say

Built with advisors, not for them

I used to schedule three meetings to get through a client's tax picture. Now I run their docs through ScribeTax beforehand and we spend the meeting on strategy, not typing.

Maria Chen, CFP®

Founder, Northbridge Wealth Advisors

Manages $180M for 84 households

The thing that surprised me was the strategy engine. It flagged a Mega-Backdoor Roth opportunity I'd missed for two years on a $1.4M household. Recovered the cost of the tool in one client review.

Devon Patel, CPA

Tax Director, Patel Capital

Specializes in HNW business owners

I'm not a tech person. I drag, I drop, the report shows up. My clients see my logo, not ScribeTax. That was non-negotiable for me.

Linda Reyes

Solo advisor, RIA

12 years independent, 50 clients

Pricing

See what your clients qualify for. Earn when they act.

Upload a tax return. ScribeTax surfaces every strategy opportunity hiding in it — entity structures, depreciation strategies, charitable planning, retirement income optimization. Refer the client, earn $5K–$15K per closed strategy. From $97/mo. 14-day trial.

Pro

For active practitioners

$97/mo

or $970/year (save $194)

  • Unlimited document uploads
  • All form types (W-2, 1099, 1040, 8606, Schedule D, 1098+)
  • Auto-generated qualification profiles
  • ScribeTax-branded client reports
  • Strategy marketplace access
  • Email support
Start 14-day trial
Most popular

Founding Strategy Advisor

For elite tax strategists

$297/mo

or $2,970/year (save $594)

  • Everything in Pro
  • Private strategy advisor community
  • Quarterly calls with Excel Empire
  • Priority qualification queue
  • Dedicated success manager
  • Exclusive monthly strategy webinars
Become a Founding Advisor

One tax plan referral covers your annual subscription

White-Label

For RIAs & practices

$4,970/yr

Annual billing only

  • Everything in Founding
  • Custom domain (yourcompany.scribetax.app)
  • Full white-label branding
  • Branded client portal
  • Up to 15 staff seats
  • Annual billing only
Talk to us

All plans include unlimited extractions and access to the strategy marketplace. No long-term contracts. Cancel anytime.

Free live training

The Hidden Tax Strategies Inside Your Clients' Documents

A free live training for financial advisors. See exactly what ScribeTax finds — and how it changes every client conversation you have after.

Claim your seat

Limited seats. Founding member pricing available at the training only.