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
Who is it good for?
- Financial Institutions
- Accounting Firms
- Payroll Service Providers
- Tax Preparation Companies
- Enterprise Finance Departments
Details & Features
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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.
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Supported ecosystemsUnknown
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What does it do?Tax Document Extraction, Tax Document Processing, Payroll Automation, Financial Data Integration, Accounting Automation
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Who is it good for?Financial Institutions, Accounting Firms, Payroll Service Providers, Tax Preparation Companies, Enterprise Finance Departments
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