AI-powered tax document collection for modern accounting firms

Collect W-2s, 1099s, and other tax documents from clients. AI extracts field values. Clients verify. You review and export — all in one place.

Automated AI field extraction with confidence scoring

Role-based portals for preparers, admins, and clients

Full audit trail on every document and action

FormLedge

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Demo Accounts

Platform Admin

admin@formledge.dev

Firm Admin

firmadmin@demo-tax-firm.dev

Preparer

preparer@demo-tax-firm.dev

Client

client@demo-tax-firm.dev