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ROBO1040: The New Standard in Tax Automation

Transform Tax Filing Efficiency by 40%

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Automate Tax Prep with
ROBO1040

ROBO1040 brings automation to tax preparation, eliminating manual processes and streamlining your workflow. Your team can get more done, faster, without adding extra headcount.

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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.

Seamless Integration

  • 40% Faster Tax Prep
  • Easy Data Retrieval & Management
  • Error-Free, Automated Workflows

How ROBO1040 Works

STEP1

Capture

Upload tax documents
using OCR

STEP2

Retrieve

Automatically pull
taxpayer data

STEP3

Automate

Automate tax prep and
workpaper flow

Ready to streamline your tax process? Contact us for a demo today and see ROBO1040 in action!

FAQs

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 ROBO 1040 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 ROBO.

Yes, ROBO 1040 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.

ROBO 1040 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 ROBO 1040, 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.

ROBO 1040 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.