Built for EAs, tax preparers, and small CPA firms handling busy season volume. Batch-process client envelopes — 1099s, K-1s, W-2s, consolidated brokerage 1099s — into clean Excel files copy-ready into Lacerte, ProSeries, Drake, or UltraTax.
Try it on a client envelope — free
By February you're processing 5–10 returns a day. Each client envelope is a stack of mixed forms — 1099-NEC from contracting clients, 1099-INT from three banks, 1099-DIV and consolidated 1099-B from Schwab or Fidelity, K-1 from a partnership, W-2s for a working couple. Tax software import only works if the issuer provided a clean download URL; client-handed PDFs don't import. So you sit there typing payer EINs, recipient TINs, and box amounts into Drake or Lacerte for hours per return.
A single transposed digit on an EIN triggers an IRS notice three months later. Consolidated brokerage 1099s run 30+ pages with the actual reportable amounts buried in summary tables on different pages. K-1s have footnote pages that hold critical disclosures. The cost of getting this wrong is real, but the cost of doing it carefully is hours per return.
PDFExcel reads every tax form variant. Mix 1099s (NEC, MISC, DIV, INT, B, K, R, S, OID), K-1s (1065 partnership and 1120-S S-corp), W-2s, and brokerage statements in a single client envelope upload. Get back one workbook with each form on its own row — payer name, payer EIN, recipient name, recipient TIN, all box amounts, withholding, and tax year as separate columns.
Consolidated 1099s preserve section structure (DIV / INT / B in their own column blocks). K-1 supplemental statements come through as a separate field for review. Built-in OCR handles client-provided scans automatically. Copy values directly into Drake, Lacerte, ProSeries, UltraTax, or use as a prep-checklist before you start the return.
Trained on real tax forms — including consolidated brokerage 1099s, partnership K-1s with footnotes, and scanned client copies. EIN/TIN extraction is one of the most-tested fields because preparers can't have transposed digits triggering IRS notices.
Most tax-document tools either need an integration with each issuer or charge per-form at busy-season volume. PDFExcel reads any client-provided PDF on the first upload — and you can scale up just for busy season without an annual contract.
Mixed 1099s + K-1 + W-2 in one upload. One row per form, ready for tax software entry.
| # | Form | Year | Payer / Issuer | EIN/SSN | Box 1 | Withholding |
|---|---|---|---|---|---|---|
| 1 | W-2 | 2024 | Acme Corp | 84-1234567 | $132,400.00 | $24,612.00 |
| 2 | W-2 | 2024 | Pacific Health Systems | 47-8877665 | $48,200.00 | $6,124.00 |
| 3 | 1099-INT | 2024 | First Republic Bank | 94-1234567 | $1,842.18 | $0.00 |
| 4 | 1099-DIV | 2024 | Charles Schwab & Co | 94-1737782 | $3,210.44 | $642.09 |
| 5 | 1099-B | 2024 | Charles Schwab & Co | 94-1737782 | $24,810.00 | $0.00 |
| 6 | K-1 1065 | 2024 | Ridgeway Partners L.P. | 47-2233445 | $8,940.00 | $0.00 |
Solo EAs handling 200-300 returns a season, small CPA firms with 3-5 preparers, regional firms doing high-volume individual returns, fractional tax firms supporting startup founders.
300 returns to process by April 15. Each envelope arrives with 6-15 mixed forms. Batch upload per client, copy values directly into Drake. Returns that took 90 minutes of typing now take 30 minutes of review.
Standardizes the team on PDFExcel for first-pass envelope extraction. New seasonal hires onboard faster because there's no software-specific training — just upload PDFs, get spreadsheet, copy values.
Files for 80 startup-founder clients with K-1s from carry distributions, 1099-NEC from consulting income, and brokerage 1099s from RSU sales. PDFExcel handles all three in one upload per founder.
10 documents per month, free, forever. Off-season fits free or Starter ($69, 50 docs). For January-April busy season, scale to Pro ($199, 200 docs) or Business ($699, 1,000 docs). No annual contract — pause Pro/Business and drop back to Starter or Free in May.
Yes — EIN/TIN extraction is one of the model's most-tested fields, because a transposed digit triggers an IRS notice 90 days later. Always spot-check critical IDs before filing, but accuracy is reliably 99%+ on clean PDFs and 97%+ on lower-quality scans.
Yes. Consolidated 1099s preserve the section structure — DIV boxes, INT boxes, and 1099-B sections each get their own columns. The summary page numbers reconcile to the per-section detail.
We export CSVs with the column structure those systems expect. Most preparers copy column-by-column into form-entry screens; some firms have built import macros against the CSV format. We don't have a direct API integration — by design it keeps the tool simple and avoids per-software integration risk.
Yes. Files are encrypted in transit, processed in memory, and permanently deleted as soon as extraction completes. Never stored, never shared with third parties, never used to train AI. SOC 2 controls in progress.