Key Features of ROBO1040
Automated Data Capture (OCR)
Say goodbye to manual data entry. Capture and process documents instantly.
Effortless Document Retrieval
Retrieve taxpayer data with auto-retrieval and integration with leading tax systems.
Seamless Integration
Works smoothly with GoSystem Tax RS, ProConnect, Lacerte, ProSeries, Drake, and UltraTax.
Secure & Compliant
Your data stays protected in a secure cloud environment, fully SOC 2 compliant and industry-ready.
Why firms use ROBO1040
Because every minute counts during tax season. ROBO1040 eliminates grunt work, accelerates prep by 40%, and turns your team into a high-speed review machine.
Less time per return. Zero compromise on accuracy. That’s how firms win tax season.
Overwhelmed. Slow. Inefficient.
Automated. Fast. Seamless.
Seamless Integration with Your Favorite Tax Software
Plug in. Power up. Let ROBO1040 do the heavy lifting with all your go-to tools.
How ROBO1040 Works
Getting started with us is easy. Follow three simple steps to get the best quote for your payroll outsourcing requirements.
- document_scanner
Capture
Upload tax documents using OCR
- article
Retrieve
Automatically pull taxpayer data
- settings_b_roll
Automate
Automate tax prep and workpaper flow
FAQs
Have questions? Get clear answers on how ROBO1040 can help firms automate smarter, scale faster, and take the stress out of tax season.
Absolutely! You will always be in control, as your firm maintains the original copies of your client’s records. You can also access the electronic files on ROBO1040 to see the status of each return. Since ROBO1040 is working on the electronic files, original copies of your client’s records are not altered. Once the return is complete, this updated copy of the electronic file will be available on ROBO1040.
Yes, ROBO1040 is designed to integrate seamlessly with several major tax software solutions, including GoSystem Tax RS, Lacerte, Proconnect, Pro series, and Drake. This integration facilitates a fully digital workflow ideal for remote tax preparation.
ROBO1040 ensures the highest levels of security for storing long-term tax data. It complies with all necessary regulations to prevent data leakage and protect sensitive client information.
By using ROBO1040, you can reduce the time spent on manual data entry and other routine tasks by up to 40%. This significant time saving allows you to focus more on strategic aspects of tax planning and client service.
ROBO1040 automates various tasks such as data entry, document categorization, and initial document review. Eliminating these manual tasks leads to more efficient daily operations, reduced errors, and a smoother workflow.
Ready to Prep Smarter,
This Tax Season?
