Turn a Folder of Tax Documents into a Summary Sheet

AI-powered document analysis designed for CPAs. Drop W2s, receipts, and 1099s into one folder—Nuvio Extract handles the rest.

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Starting from $100 one-time license. Mac version coming soon.

Document Analysis

Why Choose Nuvio Extract for Your Tax Document Workflow?

  • Save hours on manual data entry and document sorting.
  • Reduce errors with AI-powered extraction and classification.
  • Generate comprehensive summaries aligned with tax filing requirements.
  • Maintain data privacy with local processing—no cloud uploads.
  • Easy integration into existing CPA workflows.

Built for Easier Tax Workflows

Automated Batch Document Processing

Extract processes entire folders in a single run—scanning documents, extracting fields, and organizing outputs into structured files. Multi-document summaries are supported for tax scenarios, including consolidated wage, income, and expense reporting.

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Intelligent Auto-Classification

Extract uses trained AI models to accurately classify W-2s, 1099s, and expense receipts at ingestion. Manual overrides are supported, with immediate reprocessing to maintain accuracy and auditability.

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Custom AI, Built Around Your Process

Configure Extract to generate summaries that align with your organization’s internal schemas and documentation standards. We use custom AI fine-tuning and modeling to ensure consistency, accuracy, and compliance with your existing processes.

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Ready to simplify and enhance your document workflow?

Join other CPA firms using Nuvio Technologies to save hours per filing.

Contact us for a Custom Demo

Frequently Asked Questions

No, the data is not stored anywhere. We use AI to read your data and convert it, and summarize it. It won't keep the data after processing.

No, the data is not used for training or anything beyond conversion and summarization.

We use latest industry encryption methodologies to transfer and process the data.

Only the AI processing system has temporary access during the operation. No humans access your data, and it's not retained after processing.

If processing fails, you can retry the operation or contact our support team. No data is retained in case of failure.