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Save over 5 hours per tax return by letting AI identify, rename, and organize your client documents automatically
See How It WorksThree powerful steps to transform your tax document workflow and reclaim hours of your time
Connect your file sharing app or upload documents directly. Legacy Flows automatically identifies, renames, and organizes all client documents within comprehensive workpapers — replacing your existing data storage system.
Advanced OCR technology extracts key data points from all tax documents. Quickly validate extracted data and seamlessly bridge it into your tax software for simplified, accurate tax preparation.
Import client financials, post adjusting journal entries, and generate workpapers — all within Legacy Flows. Seamlessly bridge finalized balances into your tax software for faster, more accurate business return preparation.
Everything you need to streamline your tax preparation workflow
Integrate with your file sharing app of choice or upload documents directly to our application
Automatically classify, rename, and organize documents with intelligent categorization
Effortlessly create comprehensive workpapers for tax return review with automatic organization and tracking
Track open items and team notes automatically across all client workpapers
Create and update clients and work projects in real time with seamless practice management integration
Seamless integration with your tax software for automated tax preparation
Join the beta program and be among the first to experience the future of tax document processing