AI Service · #09
Tax Document Prep Assistant
K-1s, 1099s, and tax documents without the manual chase.
Veridel collects tax documents, extracts structured fields, organizes them by entity and tax year, flags missing documents, and prepares clean data packages for CPAs.
The problem
Tax season becomes harder when K-1s, 1099s, and fund tax packages arrive late, inconsistently, and across multiple entities.
What it does
- Captures K-1s, 1099s, tax packages, and related supporting documents.
- Organizes documents by entity, investor, tax year, asset, fund, and preparer.
- Extracts structured fields for review and CPA handoff.
- Flags missing, duplicate, incomplete, and late documents.
Best for
Family offices coordinating tax packages across multiple entities, advisors, and fund managers.
Pricing
Tax Season Setup
$3,500 one-time
Tax Prep Core
$750/month
or $4,500/season
Tax Prep Pro
$1,750/month
or $9,500/season
Tax Prep Enterprise
$4,000+/month