Free Guide for Tax Preparers, CPAs & Bookkeepers
The complete playbook for automating 1099 processing with AI.
Cut 1099 processing time by 90%. Handle 3x more clients. Start this week.
Free. No credit card. Just your email so we can send updates.
You're manually keying in data from 1099-NEC, 1099-INT, 1099-DIV forms. Again.
Tax season means 80-hour weeks and your team is burning out on data entry.
One typo in a TIN means an IRS notice and an angry client call.
You turned away clients last year because you couldn't process more 1099s fast enough.
You know AI could help but every 'solution' feels like a science project.
This is what teams using AI automation actually experience:
Upload a 1099. Every box extracted, structured, and ready for your tax software. Automatically.
Process what used to take a week in a single afternoon. Same team, same tools.
AI reads 1099s more accurately than tired humans at 2am during tax season.
Take on every client that walks through the door. 1099 processing is no longer the bottleneck.
Tax season without the burnout. Your team will thank you.
9 chapters of actionable, no-fluff content. 80+ pages.
Why tax preparers waste 40% of their time on manual data entry — and how the best firms are eliminating it entirely.
How modern AI reads 1099 forms with 95%+ accuracy. No PhD required.
Step-by-step: go from manual 1099 processing to automated extraction in under 30 minutes.
Batch processing NEC, INT, DIV, MISC, R, S, B, G — all variants. 500+ forms in a single afternoon.
Extend your automation to every document type. One workflow to rule them all.
Build email-to-parse pipelines. Clients upload 1099s, you get structured data. Zero manual steps.
TIN verification, audit trails, and error handling that keeps you compliant.
Handle triple the clients with the same team. Real numbers from firms that made the switch.
Day-by-day roadmap with ROI calculator. Pays for itself in week 1.
Intake forms, processing checklists, QC templates. Copy-paste ready.
Honest breakdown of every AI document parsing tool. We tested them all.
For tech-savvy teams: build custom integrations in an afternoon.
“We processed 1,200 1099s in two days. Last year that took us three weeks.”
Sarah M.
CPA, 15-person firm
“98% accuracy on our first batch of 1099-NECs. Better than our manual process.”
Jennifer K.
Tax Director
“Took on 40 more clients this season without hiring anyone.”
Michael T.
Solo Practitioner
“The ROI section sold my partners. We had it running in a week.”
David R.
Managing Partner
Tax season waits for nobody. Every day without automation is another day of manual 1099 entry.
Free download. Start implementing today.