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Automate your practice with AI tax prep
Automate your practice with AI tax prep
Agents automatically scan the entire return right into your existing tax software
See it in action
See it in action
From document organization to form entry, Magnetic handles all of the repetetive manual work so you can focus on your clients.
From document organization to form entry, Magnetic handles all of the repetetive manual work so you can focus on your clients.
Scan all of your client docs
Questionnaires & organizers
Complex K-1s
Brokerage forms
Handwritten notes
Handles any file format
Image
Excel sheet
Prior year 1040
Client pro-forma files
Links to your existing tax software
Links to your existing tax software
Magnetic links to your existing tax software and enters form data directly, just like a human would.
Magnetic links to your existing tax software and enters form data directly, just like a human would.
Magnetic links to your existing tax software and enters form data directly, just like a human would.
Bank level security
Bank level security
Every document is encrypted using robust, 256-bit bank-level encryption and securely stored exclusively on U.S.-based servers. Our data practices strictly follow IRS security rules, ensuring your sensitive client data stays safe and compliant.
Every document is encrypted using robust, 256-bit bank-level encryption and securely stored exclusively on U.S.-based servers. Our data practices strictly follow IRS security rules, ensuring your sensitive client data stays safe and compliant.
Verified by EAs & CPAs
Verified by EAs & CPAs
Every return is reviewed for accuracy and coverage by our team of U.S. based tax professionals. Simply import the finished return and do your final review - no more data entry or prep work.
Every return is reviewed for accuracy and coverage by our team of U.S. based tax professionals. Simply import the finished return and do your final review - no more data entry or prep work.
Automate your practice
End-to-end 1040 prep, powered by Magnetic's proprietary AI form engine
Automate your practice
End-to-end 1040 prep, powered by Magnetic's proprietary AI form engine