What is SmartTaxEntry?
An AI agent for CPA (Certified Public Accountant) firms and tax preparers. It collects your clients' tax documents, reads every box and enters the figures into Intuit ProSeries — ready for your review.
For CPA firms that file with ProSeries
Stop typing your clients' tax documents.
SmartTaxEntry is an AI agent for CPA firms. It collects your clients' documents, reads every box and enters the figures into Intuit ProSeries — you review the return instead of building it.
Works with your existing ProSeries installation. No change to how you file. What is ProSeries?
Right client · Right year
Form W-2 · Example
Wage and Tax Statement
Employee SSN •••-••-4821Jordan Rivera
1 Wages, tips, other comp.
68,420.00
2 Federal income tax withheld
7,912.50
3 Social security wages
68,420.00
4 Social security tax withheld
4,242.04
5 Medicare wages and tips
68,420.00
6 Medicare tax withheld
992.09
ProSeries · W-2
Entering figures- Box 168,420.00
- Box 27,912.50
- Box 368,420.00
- Box 44,242.04
Ready for your review — nothing is filed for you
- Built for firms running ProSeries
- Reads W-2, 1099, 1098, 1095-A, K-1 and more
- Your data stays in your firm's account
At a glance
SmartTaxEntry in one minute.
What it is, what it fixes, and how its AI agent takes the manual work off your desk.
What problem does it solve?
Tax season is spent chasing documents and retyping every W-2, 1099 and 1098 box by hand — hours of skilled time per return, and errors nobody can trace.
See the problems it fixesHow does AI remove the manual work?
- 1Clients upload to a checklist
- 2AI reads and checks every box
- 3The agent enters it into ProSeries
Key benefits
- Minutes, not hours, per return in its first deployment
- No re-keying — figures go straight into ProSeries
- Every figure traceable to its source document
- You approve before anything is entered
What's new
- Enters the data inside your own ProSeries — not just collects it
- Screenshot proof of every field it fills
- Answers due-diligence worksheets with written reasons
- Catches wrong-person and wrong-year documents at upload
How does agentic AI do the work?
It doesn't just suggest — it acts. The AI agent works through each return on its own, then stops for your approval.
- Reads
- Checks
- Enters
- Proves
Built with a real firm
Deployed with a US tax & payroll firm that files every return through Intuit ProSeries.
The goal: hours spent on advice and review, not on retyping boxes — every number traceable to its document.
Why it matters
The problems of manual tax prep — and how SmartTaxEntry solves them.
Traditional preparation is manual from end to end. Here is what changes.
Problem
Typing every box by hand
Every W-2, 1099 and 1098 is keyed into ProSeries box by box — hours per return.
SmartTaxEntry
Entered for you
The AI agent places each figure in ProSeries itself. You open a return that's already filled in.
Problem
Chasing documents
Statements arrive one email at a time; a missing 1099 shows up only once work has started.
SmartTaxEntry
A checklist that knows each client
Built from last year's return, with a reason for every form — so clients send the right things.
Problem
Errors nobody can trace
A misread amount or a document from the wrong person is invisible once typed.
SmartTaxEntry
Proof behind every figure
Each value sits beside its source and is screenshotted after entry; wrong-person and wrong-year documents are caught at upload.
Problem
Questions answered from memory
Form 8867, Schedule B, identity and e-file questions get ticked with no reason written down.
SmartTaxEntry
Answers with written reasons
Worksheets are answered from the client's facts, each with a reason — or flagged if something is missing.
Problem
Keeping client data safe
Social Security numbers, ID documents and bank details all need strict separation.
SmartTaxEntry
Separate and verified
Each firm's and each client's data is kept apart, and sign-in details go straight to the client.
How it works
Four steps, from a new client to a return waiting in ProSeries.
Tap any step to see what happens.
Steps 1 to 3 happen while you are doing something else. Step 4 is the one that used to be your afternoon.
Step 1 of 4
Add the client — or let last year's return do it
Enter a name and email — or upload last year's 1040 and the profile fills itself.
For CPAs
Everything your firm needs, from first upload to ProSeries.
No re-keying. Clients who know what to send. Every figure traceable to its source.
New to the term? A CPA (Certified Public Accountant) is a state-licensed accountant in the US. CPA firms prepare and file tax returns for individuals and businesses and advise them on tax. SmartTaxEntry is built for CPA firms and other tax preparers.
Onboarding that does its own typing
Upload last year's 1040 and the client profile fills itself.
Review beside the source
Every figure sits beside the scan it came from, with a confidence score and last year's figure. Approve, correct or send it back — anything unsure is flagged.
Checks across the whole file
Documents are checked against each other before they reach the return.
A file, not an inbox
Documents, answers and what's missing — all in one place per client.
Ask for what is missing
Request a document and it appears on the client's checklist.
Intake for what has no form
Fifty intake sheets for rentals, gambling, foreign accounts and more.
The ProSeries queue
Finished files line up in one queue — send them across and watch each go in.
Worksheet answers with reasons
The Info Worksheet, Form 8867, Schedule B Part III, identity verification, e-file authentication and student worksheets — answered from the client's facts, each with a written reason.
Run report and audit trail
Live progress for every form, the finished 1040 compared line by line with last year, and one record of every document, figure and answer — ready to audit.
Reads any format
Text is read straight from PDFs; scans and phone photos go through OCR — every form read box by box.
For your clients
Your clients already know what to send you.
Clients see exactly what to send — and why.
A list that already knows them
Each form comes with a reason from last year's return.
Upload from anywhere
Phone photo, scanner, PDF or spreadsheet.
Something else this year
Clients can add any form the list didn't expect.
Clear status
Uploaded, being read, with the CPA, filed.
Questions, not paperwork
A few simple questions cover what no document can — like foreign bank accounts.
Secure sign-in
Sign-in details arrive directly; each client sees only their own documents.
Your 2025 documents
Hi Maria
Your CPA has asked for one more document.
Forms W-2Read
One from each employer. Your 2024 return reported $155,100 of wages from Form W-2.
Form 1099-DIVIf it applies
If any of those investments paid dividends.
Something else this year?
Status
- Uploaded
- Being read
- With your CPA
- Filed
Example client screen
The ProSeries hand-off
The part nobody else does: putting it in.
Most portals stop at collecting documents. SmartTaxEntry enters the figures into your own ProSeries.
New to ProSeries?
What is Intuit ProSeries?
Professional tax software from Intuit, the company behind TurboTax and QuickBooks. SmartTaxEntry works inside it — it doesn't replace it.
For tax professionals
Used by CPA firms and tax preparers — not by taxpayers.
Installed on Windows
On the firm's own computers or Windows server.
Prepares and e-files
Federal and state returns for individuals and businesses.
Your own ProSeries
On your machine, under your licence.
Watch it happen
See which return is being entered.
You review first
It never signs, files or decides.
Arithmetic stays put
Calculated lines are left to ProSeries.
Agentic AI
Not just AI that answers — AI that does the work.
AI agents that read, check and enter the data for you — while you stay in control.
Step 1
Reads
Every document, box by box — text from PDFs, OCR for scans and phone photos.
Step 2
Reasons
Checks each value against the client, the tax year and last year — and answers worksheet questions with a written reason.
Step 3
Acts
Enters the figures inside Intuit ProSeries.
Step 4
Proves
Saves a screenshot of every field it fills, flags anything skipped and compares the 1040 line by line with last year.
You approve first
Only approved data is entered.
Every action is recorded
Every number traces back to its source.
Not tied to one AI model
Uses the best AI models as they improve.
Results
What changed in the first deployment.
Outcomes from SmartTaxEntry's first deployment with a US tax and payroll firm.
Speed
- A return's documents read, reviewed and entered into ProSeries in minutes rather than hours
- Document collection cut from weeks of email to one checklist
Accuracy
- Every entered figure backed by a screenshot of the field — nothing goes in unrecorded
- Wrong-person and wrong-year documents caught at upload, before a preparer touches them
Coverage
- Eleven form types read box by box, plus intake sheets for income with no form
- Worksheet questions answered with a stated reason, or flagged when unanswered
Security
- Verified sign-in and separate data for every client
- Signed robot updates, rolled out by the firm's admin
Supported forms
Works with the forms your clients send.
Anything else is kept on the client's file for you to read.
Read box by box
- W-2
- 1099-INT
- 1099-DIV
- 1099-B
- 1099-NEC
- 1099-R
- SSA-1099
- 1098
- 1098-T
- 1095-A
- K-1 (1065)
Client setup
- Prior-year 1040
No form? Intake sheets
- Rental properties
- Gambling
- Foreign income & accounts
- Household employees
- Mileage
- Business assets
- Education costs
- And more
Security
Built for the data you're trusted with.
We'll send your compliance reviewer our security documentation before you sign. Ask for it
- Each firm's clients are kept separate
- Clients see only their own documents
- Wrong-taxpayer documents are refused
- Sign-in details go straight to the client
- The ProSeries hand-off runs on your own machine
- Robot updates are signed and rolled out by your admin
FAQ
Questions firms ask us.
What is Intuit ProSeries?
Professional tax-preparation software from Intuit, the company behind TurboTax and QuickBooks. CPA firms and tax preparers install it on Windows computers to prepare and e-file their clients' federal and state returns. SmartTaxEntry works inside it — it doesn't replace it.
What is a CPA?
A Certified Public Accountant — a state-licensed accountant in the US. CPA firms prepare and file tax returns for individuals and businesses and advise them on tax. SmartTaxEntry is built for CPA firms and other tax preparers who file with Intuit ProSeries.
Do we have to change how we file?
No. You keep ProSeries and keep filing the way you do now. SmartTaxEntry fills the return in before you open it.
Which forms can it read?
W-2, 1099-INT, 1099-DIV, 1099-B, 1099-NEC, 1099-R, SSA-1099, 1098, 1098-T, 1095-A and K-1 (1065) today. Anything else is stored on the client's file for you to read, and we add form types as firms ask for them.
What about income with no form at all — rentals, foreign accounts, a nanny?
There are structured intake sheets for those: rental properties and their expenses, gambling, foreign income and accounts, household employees, mileage, business assets, education costs and more. The client fills one in and the figures are routed to the right lines.
What happens if it reads something wrong?
You see every figure beside the document it came from, and anything uncertain is flagged rather than entered quietly. Nothing is filed without you.
Do our clients have to use the portal?
No. You can upload on their behalf, and many firms will — some clients will always bring a folder of paper.
Can we try it on a return we have already filed?
Yes, and it's the best way to evaluate it. Run a completed return through and compare.
Roadmap
What's coming next.
- More forms1099-G, W-2G, 1099-MISC, S-corp & trust K-1s
- State returnsIncluding part-year and nonresident
- Foreign-account filingsFBAR (FinCEN 114) and Form 3520
- Smarter AI agentsMoving to Anthropic's Claude models
- E-signature & deliveryForm 8879 e-sign and client delivery
- Multi-office firmsRole-based access and workspaces
About SST
Built by SST — together we can make it possible.
SmartTaxEntry is a product of Shri Sai Tech LLC DBA SST, which designs and deploys production-ready AI platforms across many industries.
Why firms choose SST
- AI document reading and vision models
- Automation of desktop software like ProSeries
- Secure, per-client application development
- Audit-ready data design
- Agile delivery methodology