Product

ScribeTax

2026Early access

AI reads W-2, 1099 and 1040 forms and returns strategy recommendations for advisors.

Visit scribetax.com
// The problem

The problem

A tax return has dozens of data fields across several forms. Advisors read them by hand and write strategy memos from scratch.

ScribeTax reads the documents and surfaces strategy recommendations for the advisor to use.

// What was built

What was built

A platform for financial advisors, in early access.

  • AI classification and field extraction from W-2, 1099 and 1040 documents.
  • A rule-based strategy engine that produces recommendations.
  • A magic-link client portal for document upload.
  • CPA-ready packages and recurring reports as PDF and DOCX.
  • Multi-tenant white-label for advisory firms.
// Stack

Stack

  • Next.js
  • TypeScript
  • Supabase
  • Cloudflare R2
  • Inngest
  • Azure Document Intelligence
  • Vercel AI SDK
  • Vercel
// Screenshots

Screenshots

// Related projects

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