TaxRecon handles the 1040 tie-out so you can focus on the work that actually needs your brain. Upload your return and workpapers, get a clean reconciliation table in seconds. $20/month.
We know you have professional obligations around client confidentiality. TaxRecon was built with that in mind from day one.
Documents you upload are processed to generate your reconciliation results — and that's it. Your client data is never used to train any AI model. Ever.
Your firm's data is completely separate from every other firm on the platform. No other user can ever see your clients' documents or results.
Source documents are automatically deleted from our servers the moment analysis completes. We never retain your clients' tax returns or workpapers — only the reconciliation numbers.
Questions about data handling? Email us or read our Privacy Policy
Click analyze and watch TaxRecon reconcile a 1040 against three workpapers in seconds.
A simple 3-step workflow your staff can use immediately.
Upload a 1040 and supporting workpapers (W-2, 1099s, 1098, K-1, etc.).
AI classifies files by content, extracts key totals, sums multiple workpapers, and flags problems.
See match/mismatch/missing statuses with clear notes so staff can fix issues fast.
Every minute spent manually matching W-2s and 1099s is a minute you could spend on higher-value work.
Firm-level access controls, encrypted transport, and private storage. Your client data never trains AI models.
Pulls key 1040 fields plus common workpapers — W-2, 1099-INT, 1099-DIV, 1099-R, 1098, and K-1.
Match, mismatch, and missing statuses with actionable notes. No more hunting through documents manually.
Reviewers focus on judgment calls instead of clerical work. Catch transcription errors before they become IRS notices.
Filenames are untrusted. TaxRecon reads document content to classify — a W-2 named "pdf1.pdf" is still recognized correctly.
No enterprise contract. No onboarding call. Sign up, upload, and get your first recon in under 2 minutes.
One plan. Unlimited reconciliations. No per-return fees.