Stop Building Tax Schemas From Scratch.
35 pre-built extraction schemas for every common U.S. tax source document — W-2, the full 1099 series, K-1, 1098, 5498. Drop in DocumentPro for Tax. Engineering stays focused on your core product.
The Tax Document Library, Done For You
Every common U.S. federal tax source document, with a production-quality extraction schema, available on day one.
Every tax-tech team rebuilds the same schemas. Yours doesn't have to.
Whether you're a tax software platform or a large firm engineering team — this is the work nobody benefits from owning.
The Pain
Your customers send W-2s, 1099s, K-1s, 1098s, and the long tail of retirement and education forms through your portal every filing season. To turn those PDFs into structured data, your engineering team has to build an extraction schema for each one — defining every field, writing every description, and validating against real documents.
It's repetitive work that every tax-tech platform duplicates independently. Every January, when the IRS revises a form, your team rebuilds it. Filing-season volume hits and your review queues overflow because the long tail of less-common forms was never automated. Engineering capacity gets eaten by schema maintenance instead of features your customers actually ask for.
The Solution
DocumentPro for Tax ships 35 production-quality extraction schemas — every common U.S. federal tax source document, pre-built and ready to call from your platform. Pick the template, get an extractor in seconds, wire the API into your document intake pipeline. No schema work required.
Year-over-year form changes become DocumentPro's problem, not yours. Need a firm-specific field on top of the standard schema? Add it in the UI without engineering work. Your team stays focused on the product your customers are paying for — not on rebuilding a 1099-R schema for the third year running.
Every common U.S. tax source document
35 production-quality extraction schemas covering the documents a CPA sees during filing season — all available on day one, all maintained by DocumentPro year-over-year.
Wage & Compensation
Employer-issued statements covering wages, withholding, and gambling winnings.
1099 Series — Income Reporting
The full 1099 family — payments, distributions, dividends, interest, broker proceeds, and the Consolidated 1099 (handled via semantic chunking).
Retirement & Government Benefits
Social Security, Railroad Retirement Board, and federal civil service annuity statements.
1098 Series — Deduction Support
Mortgage interest, tuition, student loan interest, and qualified vehicle contributions.
5498 Series — Contribution Reporting
IRA, HSA/Archer MSA, and Coverdell ESA contribution statements.
Schedule K-1 Variants
Pass-through entity reporting for partnerships, S corporations, and estates/trusts.
From template to production in days
Built for engineers integrating tax extraction into a platform or internal firm tooling — not for practitioners.
Pick a Template
Choose from 35 pre-configured tax templates — W-2, every 1099 variant, K-1s, 1098s, 5498s. Each ships with a production-quality schema and sensible defaults (checkbox detection, semantic chunking for Consolidated 1099).
Create the Extractor
Spin up an extractor in seconds with the template loaded. Add firm-specific fields — client matter number, engagement code, reviewer assignment — without touching code.
Call the API
Wire the extractor ID into your platform. Documents in, structured JSON out — via webhook or API response, in seconds. Your end users never see DocumentPro.
Built for tax-tech platforms and large firm engineering teams
Everything your team needs to ship tax document automation without owning the schema layer.
- 35 documents covering W-2, the 1099 series, K-1, 1098, 5498
- Field descriptions anchored to box numbers on the physical form
- Checkbox detection enabled by default where the form requires it
We have been using DocumentPro to extract data from a large number of vouchers, and it has performed exceptionally well. DocumentPro significantly streamlines the data entry process into financial systems.
Martin H.
Senior IT Project Leader