Feature · what this software actually does

1040 import / tax-return scan

OCR the PDF 1040 (and supporting schedules) into structured tax data the planner can use in models.

automatedRuns unattended; humans handle exceptions.

Vendors that ship this

Leaders

Holistiplan
FP Alpha

Adjacent

Rightcapital
Emoney Advisor

Build vs buy verdict

buy

Holistiplan defined the category; FP Alpha extended it to estate/insurance docs. Building from scratch isn't worth it — the back-catalog of form variants is the moat.

Skills it exercises

Roles that touch it

Where it shows up in the workflow

Data intake & account aggregationannual
Tax returns parsed in minutes, accounts linked via aggregator, statements scanned — not 6 weeks of email back-and-forth.
Tax-overlay analysisannual
Plan-level tax projection identifies Roth conversion windows, TLH opportunities, bracket-fill strategies.

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