Draft tax and accounting deliverables faster
Use ZeroTwo to extract data from source documents, generate draft tax returns, financial statements, and management letters, apply built-in compliance checklists, and educate clients with conversational AI—all in one place.
Draft tax return is 94% complete. I've flagged 2 deduction items needing documentation and a required FBAR disclosure. Shall I generate a client summary letter explaining these items?
AI built for every accounting deliverable
Source document extraction
ZeroTwo reads source documents—W-2s, 1099s, trial balances, and schedules—and maps data to the correct forms automatically, eliminating manual re-keying and transcription errors.
Built-in compliance checks
Jurisdiction-specific checklists run against every draft automatically, flagging missing information and regulatory requirements so nothing slips through before client delivery.
Client education AI
Conversational AI answers client questions and explains complex tax concepts, deductions, and accounting treatments in plain language—reducing back-and-forth and building client trust.
How to draft deliverables with ZeroTwo
Upload W-2s, 1099s, trial balances, bank statements, and supporting schedules. ZeroTwo reads every document and maps the extracted data to the correct forms, schedules, and line items automatically.
ZeroTwo produces draft tax returns, financial statements, and management letters populated with the extracted data. Review AI-generated narratives and adjust before finalizing—saving hours of manual entry.
Built-in jurisdiction-specific compliance checklists run automatically against every draft. Any missing information, inconsistency, or regulatory requirement is flagged before the deliverable reaches the client.
Conversational AI answers client questions about their returns and financial statements in plain language. Explain complex deductions, accounting treatments, or regulatory requirements without scheduling another call.
Upload W-2s, 1099s, trial balances, bank statements, and supporting schedules. ZeroTwo reads every document and maps the extracted data to the correct forms, schedules, and line items automatically.
More ways to use ZeroTwo for tax and accounting
More ways to use ZeroTwo
- AI for accountants
From bookkeeping to financial analysis, ZeroTwo helps accounting professionals work faster and more accurately with AI-powered tools.
- Chat with spreadsheets
Use ZeroTwo to chat with your spreadsheets to understand data faster, fix formulas confidently, and turn raw numbers into clear insights.
- Chat with PDFs
Upload any PDF to ZeroTwo and get help analyzing and summarizing big documents, so you can get the information you need quickly.
Deliver polished work in less time
Start your next tax or accounting engagement with ZeroTwo and let AI handle the heavy lifting on data extraction and draft generation.