For accounting & CPA firms
Busy season,without the busywork.
Your team spends hours keying numbers off PDFs and chasing clients for missing documents. We build private AI that reads, extracts, checks and follows up — so your people do the work only accountants can do.
Text or call us at any time.
Form W-2 · Form 1099-INT · Bank stmt
3 documents · client upload
$128,450.00
↳ W-2 · Box 1
$21,870.12
↳ W-2 · Box 2
$1,204.33
↳ 1099-INT · Box 1
••-•••4471
↳ W-2 · Box b
1099-B expected, not received
↳ Prior-year return
What gets in the way
We know the problems you’re solving.
Manual data entry
W-2s, 1099s, K-1s and bank statements still get typed in by hand.
Chasing clients
Half of tax season is waiting on documents that should have arrived weeks ago.
Client data on the line
Financial records can’t go through tools that weren’t built for them.
What we build
Three ways we move the needle.
Document extraction
Pull fields from tax forms, statements and invoices into structured data your team reviews.
- ✓Confidence scores on every field
- ✓Exceptions flagged for review
- ✓Exports to the tools you use
Client assistant
Answers routine questions, requests missing documents and keeps engagements moving.
- ✓Missing-document follow-ups
- ✓Status updates without a phone call
- ✓Secure upload links
Private by default
Managed, private-cloud, on-premises or air-gapped deployment to match your risk posture.
- ✓Access controls by client and engagement
- ✓Tamper-evident audit trail
- ✓No training on client data
Deployment
Your data lives where you say.
Same capabilities, four ways to run them. Your security team picks the boundary; we build inside it.
Synnc Labs cloud
Fastest to launch. Requests leave our servers, so providers never see your users’ IP, device or account.
data leaving: Provider APIs via Synnc
Your AWS · Azure · GCP
Runs inside your own cloud account and network, under your keys and logging.
data leaving: Your approved providers
Your data center
Models, retrieval and memory on your hardware. Data stays in your building.
data leaving: None by default
Disconnected network
No internet, no third-party APIs. Offline updates and model refreshes.
data leaving: Zero
- ✓Client data is never used to train public models
- ✓Deploy in your environment if policy requires it
- ✓Every extraction is reviewable with its source
- ✓Audit trail for every AI action
Questions
Straight answers.
Does a human still review the numbers?+
Yes. The AI extracts and flags; your team approves.
Can it work with our tax and practice software?+
We integrate with common platforms or deliver clean exports for import.
Can it run completely inside our office?+
Yes — on-premises and offline deployments are a specialty of ours.
Give your team back busy season.
Engagements are confidential by default, and we’re glad to sign an NDA before discovery.
Other industries