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Use case

Tax Prep,Prepped for You.

Busy season shouldn't mean late nights chasing receipts and re-keying bank statements. The Tax Prep Agent gathers the numbers, chases the gaps and drafts the organizer and workpapers, then waits for your review.

Tax Prep Agent

QuickBooksconnectedXeroconnectedGmailconnected
  1. Pulled P&L and balance sheet from QuickBooks
  2. Matched 1099s to bank depositsMatched
  3. 3 missing receiptsNeeds review
  4. Client document request drafted in GmailNot sent
  5. Tax organizer and workpapers drafted
Ready for your review

Sample run · fictional data

How Do You Automate Tax Prep with AI?

Connect the client's ledger (QuickBooks or Xero), inbox and document folders, then let an agent pull the P&L and balance sheet, match 1099s to deposits, flag missing receipts and draft the document request and workpapers. Keep a preparer in the loop: nothing is filed or sent without review.

Short answer · Updated
Documents in, finished prep out

Every PDF, Chart and Spreadsheet, Read, Matched and Cited.

Depositions, patient intake forms, payer policies, bank statements and 1099s arrive from Drive, OneDrive and the inbox. Agents read every page, match it to the right system and hand back structured prep, with a source on every line.

  1. 01IngestFiles sync from Google Drive, OneDrive and email attachments. No uploads, no re-keying.
  2. 02ReadScans, PDFs and spreadsheets are read page by page, tables and handwriting included.
  3. 03MatchFacts are matched to the ledger, the matter or the payer's criteria, and gaps are flagged.
  4. 04Hand backYou get cited summaries, packets and workpapers, with "Needs review" items first.

This morning, across the firm: Alvarez · exhibit list Cited; Patient ••4471 · prior auth Packet ready; Harbor & Pine · 1099s 14 / 14 matched; Gaps across all three 3 · Needs review; Client and payer drafts Waiting for OK.

The payoff

From Busywork to Finished Prep.

Before

  • Hunting receipts across three inboxes at 11pm
  • Re-keying bank statements into workpapers
  • Writing the same document-request email for every client

With MetaWurks

  • Missing receipts flagged and the client request drafted, waiting for your OK
  • 1099s matched to deposits, with mismatches flagged
  • Organizer and workpapers drafted for review
Step by step

How to Automate Tax Prep in Five Steps.

  1. Connect the Ledger

    Sign in to QuickBooks or Xero on the app's own screen. MetaWurks receives an encrypted token, never your password.

  2. Connect Where Documents Arrive

    Connect Gmail or Outlook and the client's Drive or OneDrive folder.

  3. Run the Tax Prep Agent

    Choose the client and tax year. The agent pulls the books, matches 1099s to deposits and lists what's missing.

  4. Review the Flags

    Check every item marked "Needs review" against its cited source.

  5. Approve the Client Request

    Edit and approve the drafted document request. It is sent from your inbox only after you approve it.

FAQ

Tax Prep with AI: Your Questions.

Can AI prepare a tax return?

AI can do much of the preparation: gathering numbers, matching documents and drafting workpapers. A qualified preparer should review the work and sign the return. MetaWurks prepares; it does not file.

What does "Needs review" mean?

It marks anything the agent could not confirm, such as a 1099 with no matching deposit or a missing receipt. Each flag links to its source so you can resolve it quickly.

Which documents can it read?

PDF statements, 1099s, receipts and spreadsheets in the folders you connect, plus attachments from the emails you bring into the task.

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Works with your current tools · Every answer cited · Drafts wait for your OK · Data never sold