Automate your practice with
AI tax prep
Magnetic is your AI-powered tax preparer. Just upload client documents — we scan them, extract the data, and enter it directly into your existing tax software, just like a human would. No templates, no retraining. Save hours on every return.
How it works
From document organization to form entry, Magnetic handles all of the repetetive manual work so you can focus on your clients.
Cutting-edge OCR
Handles more kinds of documents with world-class accuracy
Automatically scan & enter 80% of client documents.
Magnetic's state-of-the-art technology combines classic OCR with an AI recognition and logic layer. The result is a system that handles over 82 different document types - the vast majority of client forms - with 98% accuracy, including handwritten notes, photos, messy scans, & more.
Seamless integration
Streamline workflows with intelligent automation tools
Client forms are read by OCR and then automatically entered into your existing tax software
We integrate with all major tax software providers including Thompson Reuters, Intuit, Wolters Kluwer, and Drake
Built-in document organization
Export as a single PDF or use our secure cloud file system
Bookmarked, organized workpapers
See what our AI saw - review all entered fields with automatic tick boxes generated for every form, and then bookmarked & combined into a single organized workpapers PDF.
