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Thursday · June 4, 2026 · Issue No. 885

What does it do?

  • Tax Document Extraction
  • Tax Document Processing
  • Payroll Automation
  • Financial Data Integration
  • Accounting Automation

How is it used?

  • Integrate the API
  • automate tax document extraction.
  • 1. Connect w/ financial providers
  • 2. Extract tax documents
  • 3. Process data fields
See more

Who is it good for?

  • Financial Institutions
  • Accounting Firms
  • Payroll Service Providers
  • Tax Preparation Companies
  • Enterprise Finance Departments

Details & Features

  • Made By

    Taiki
  • Released On

    2024-10-24

Taiki is a comprehensive API solution that automates the extraction and processing of tax documents from various financial providers. This software streamlines the retrieval and handling of tax-related data, eliminating the need for manual document uploads and simplifying tax information management for businesses and financial institutions.

Key features:
- Document Retrieval: Securely connects to multiple financial providers to access and retrieve tax information.
- Data Extraction: Utilizes the API to extract necessary tax forms and data fields in real-time, ensuring only required data is processed.
- Customizable Data Fields: Allows users to specify exact data fields needed, ensuring efficient and targeted data extraction.
- Quick Implementation: Enables API setup in just one day, facilitating easy integration into existing systems.

Supported Documents:
- W-2: Employer-reported wages and tax withholdings
- 1099-NEC: Non-employee compensation for independent contractors
- 1099-INT: Interest income from financial institutions
- 1099-DIV: Dividends from financial institutions
- 1099-B: Capital gains and losses through brokerages and exchanges
- 1099-K: Payments from online platforms, apps, marketplaces, or payment card processors
- 1099-R: Distribution of retirement benefits such as pensions, annuities, and retirement plans
- 1098: Mortgage interest paid
- 1098-E: Interest paid on student loans
- 1098-T: Qualified education expenses
- Bank Statements: Monthly statements from banks
- Brokerage Statements: Monthly statements from brokerages

How it works:
1. Connect to financial providers securely to access tax documents
2. Use the API to extract necessary forms such as 1099s, W-2s, and various statements in real-time
3. Leverage built-in document processing to specify and retrieve only the needed data fields

Integrations:
Taiki supports integrations with various financial providers, though specific names are not detailed in the provided information.

Use of AI:
Taiki leverages advanced document processing techniques to automate the extraction and handling of tax documents.

Target users:
- Payroll Service Providers
- Financial Institutions
- Accounting Firms
- Enterprises

How to access:
Taiki is available as an API for integration into various software systems. It offers various pricing plans, including pay-as-you-go, per-user, and custom enterprise options.

  • Supported ecosystems
    Unknown
  • What does it do?
    Tax Document Extraction, Tax Document Processing, Payroll Automation, Financial Data Integration, Accounting Automation
  • Who is it good for?
    Financial Institutions, Accounting Firms, Payroll Service Providers, Tax Preparation Companies, Enterprise Finance Departments

Alternatives

Blue Dot automates global tax compliance for employee spending in hybrid work environments.
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