Feature · what this software actually does
1040 OCR & parse
OCR the PDF return into structured line items, schedules, and K-1s — the foundation every downstream tax move sits on.
automatedRuns unattended; humans handle exceptions.
Vendors that ship this
Leaders
- Holistiplan
- FP Alpha
Adjacent
- Corvee
- Taxplaniq
Build vs buy verdict
buy
Holistiplan defined the category. Form variants across years are the moat — building from scratch is not worth it.
Skills it exercises
Roles that touch it
Where it shows up in the workflow
- 1040 scan & entity extractionannualDrop the PDF return in; parsed lines, schedules, K-1s, and flagged opportunities come back in under a minute.
Most relevant for
- Mass-affluent
- HNW
- UHNW
- Family Office
Test yourself · topic quizTuned · Financial Planning
Multiple-choice — different from any drill above.
Or play and read