ScribeTax reads tax returns so you don't have to. Upload W-2s, 1099s, and 1040s — get extraction, analysis, and strategy recommendations in seconds.
Extracted fields
Strategies surfaced
fields extracted per return
every box, every schedule
from upload to strategy
including OCR + analysis
recognized natively
W-2, 1099, 1040, 1098, 8606, Sched D
The problem
A complete tax return has 40+ data fields across multiple forms. Most advisors catch the headline numbers and miss the rest.
Box 12 of a W-2. Line 17 of Form 8606. Schedule D carryforwards. Each one a potential strategy — buried in plain sight.
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
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.
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.
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
ScribeTax reads the tax documents your clients bring to every meeting — and finds the strategies hiding inside each one.
What advisors say
“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
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.
For active practitioners
or $970/year (save $194)
For elite tax strategists
or $2,970/year (save $594)
One tax plan referral covers your annual subscription
For RIAs & practices
Annual billing only
All plans include unlimited extractions and access to the strategy marketplace.
No long-term contracts. Cancel anytime.
Free live training
A free live training for financial advisors. See exactly what ScribeTax finds — and how it changes every client conversation you have after.
Claim your seatLimited seats. Founding member pricing available at the training only.