EasyTax
Year:
2024
Service:
Intelligent Document Processing
Industry:
Fintech
Size:
25–40 employees
Client Website:
EasyTax was buried in paperwork during tax season. Source deployed AI-powered document processing that eliminated 75% of manual data entry — turning a compliance nightmare into a competitive advantage.
Introduction
Tax season at EasyTax used to be a war of attrition.
Thousands of clients uploading W-2s, 1099s, receipts, mortgage statements — sometimes as PDFs, sometimes as photos taken on phones in bad lighting, sometimes as faxes (yes, people still fax things). Every document needed to be reviewed, categorized, verified, and entered into their system.
The support team worked overtime. Errors crept in. Response times ballooned. And despite everyone working harder, the backlog just kept growing.
EasyTax's software was modern. Their marketing was slick. But behind the scenes, their operation looked like an accounting firm from 1987 — just with more screens.
Challenge
Processing tax documents at scale isn't just tedious — it's actively hostile to efficiency.
The typical document journey:
Client uploads form (sometimes the wrong form)
Support agent manually opens it
Agent visually scans for required fields
Agent manually types information into system
Agent cross-references against IRS requirements
If something's missing or wrong, agent emails client
Wait for client response
Repeat
Multiply that by thousands of clients during peak filing season. Add in the fact that documents come in wildly inconsistent formats — scanned PDFs with coffee stains, sideways photos, multi-page forms where only page 3 matters — and you've got a recipe for burnout.
The real problems:
Manual data entry eating 70% of support team capacity
High error rates from transcription mistakes and fatigue
Slow response times during peak periods tanking customer satisfaction
Compliance anxiety — manual processes meant higher audit risk
Hiring more people wasn't the answer. They needed the system to be smarter.
Solution
Source built an AI-powered document intelligence platform that could read, understand, and process tax documents like a human — but 100x faster.
The new workflow:
Smart classification — system instantly identifies document type (W-2, 1099-MISC, Schedule C, etc.)
AI-powered extraction — pulls all relevant fields regardless of format, handling scans, photos, even handwritten forms
Automated validation — cross-checks extracted data against IRS requirements and flags issues immediately
Exception routing — only documents with genuine problems go to humans; everything else processes automatically
Client communication — system auto-generates requests for missing info with clear instructions
The platform integrated directly into EasyTax's existing CRM and compliance systems. Every action was logged and auditable. And because it learned from corrections, accuracy improved over time.
Most importantly: clients got instant feedback. Upload a document, get confirmation within seconds — not days.
Result
First tax season with the new system:
75% reduction in processing time per document
60% fewer errors in data entry
Automated 85% of routine document handling
Record-high customer satisfaction scores — people loved the instant feedback
Compliance reporting went from days to automatic
The support team's role fundamentally changed. Instead of typing numbers into forms all day, they became tax advisors — helping clients with complex situations, answering strategic questions, building relationships.
EasyTax didn't just get more efficient. They became a better service.
As one long-time employee put it: "I finally have time to actually help people instead of just processing their paperwork."
