Document classification
Sort W-2s, 1099s, K-1s, 1098s, receipts, invoices, and statements into a reviewer-ready client packet.
CPA tax prep workspace
CPA tax prep: 60-90% less data entry.
Client uploads W-2/1099/K-1/receipts. AI classifies + extracts. Reviewer reviews with source viewer. R&D credit substantiation w/ audit-ready cites.
Built for CPA firms, preparers, tax managers, CAS teams, and R&D credit specialists that need faster prep without losing source control.
60-90% less data entry
Classify client documents and extract prep fields for reviewer approval.
W-2 / 1099 / K-1 intake
Sort organizers, receipts, 1098s, brokerage statements, and pass-through docs.
Reviewer source viewer
Open the source page and excerpt before accepting an extracted field.
R&D credit support
Attach project notes, payroll, time tracking, invoices, and engineering
evidence.
10 MCP clients / registered tools
Use the AI client already in the firm with local-first source-grounded tools.
The prep-season backlog
The organizer is never the whole source file.
Clients upload a mix of PDFs, photos, scanned receipts, K-1 packages, brokerage statements, organizer notes, and prior-year workpapers. Re-keying is slow. Accepting AI output without a source viewer is audit risk. Leapable keeps each extracted field tied to the source page and excerpt a reviewer can inspect.
60-second tax demo
Client packet in. Forms classified. Source opened.
Demo flow: add a client tax folder, classify W-2s, 1099s, K-1s, receipts, and brokerage statements, inspect source-backed extracted fields, then export a reviewer-ready checklist.
Input
Organizers, W-2s, 1099s, K-1s, 1098s, receipts, PDFs, and photos.
Ask
Which fields, missing forms, and R&D support items need review?
Output
Cited prep checklist with source file, page, paragraph, and excerpt.
Transcript pending until the CPA tax prep walkthrough is uploaded.
Capabilities
Four jobs for source-cited tax prep.
Source-cited extraction
Extract candidate fields while preserving the source page, paragraph, excerpt, and transformation history behind each value.
Reviewer exception queue
Surface missing forms, inconsistent organizer answers, unsupported deductions, and source gaps for human review.
R&D credit substantiation
Connect project records, payroll, time tracking, vendor invoices, and engineering notes to audit-ready source citations.
Typical workflows
Tax tasks that need source discipline.
01
1040 organizer review
Add a client organizer and source folder, classify forms, extract candidate fields, and route exceptions to the reviewer.
02
Pass-through package review
Review K-1s, state schedules, footnotes, and partner statements while keeping each extracted item tied to its source.
03
R&D support file
Ingest project docs, time records, payroll support, and invoices, then cite the evidence behind each qualifying activity claim.
Competitor context
Tax prep AI extracts fields. Leapable keeps the evidence checkable.
| Capability | TaxHance | Soraban | Filed | Grove | Neural Roots | Leapable |
|---|---|---|---|---|---|---|
| Primary fit | AI tax document collection and classification portal for CPA firms. | AI-assisted tax workflow automation and leadsheet prep. | AI prep that extracts source docs into professional tax software. | Modern firm workflow for source docs, prep, review, and delivery. | AI automation services for accounting and tax operations. | Local-first cited AI workspace for client tax packets and support files. |
| Review surface | Client intake, classification, reminders, and CPA collaboration. | Workflow automation and leadsheet generation for preparers. | Source-document extraction and direct entry into tax software. | Firm workflow from client source collection through review delivery. | Custom automation and AI implementation for CPA firms. | Source file, page, paragraph, excerpt, and provenance chain. |
| MCP-native / BYO LLM | No public MCP-native claim found. | No public MCP-native claim found. | No public MCP-native claim found. | No public MCP-native claim found. | No public MCP-native claim found. | Yes: BYO LLM, 10 MCP client configurations, and the registered MCP tool surface. |
| Local-first client vault | No public local-first claim found. | No public local-first claim found. | No public local-first claim found. | No public local-first claim found. | No public local-first claim found. | Yes: client packets stay local unless the team opts into specific cloud workflows. |
| Public pricing checked May 30, 2026 | No public seat price found. | Pricing page present; public plan amounts require page interaction. | No public tax-prep AI seat price found. | Pricing page present; public plan amounts require page interaction. | No public CPA-firm AI seat price found. | Builder $49, Pro $99, Elite $2,000. |
Sources checked: TaxHance AI tax document management, Soraban tax workflow automation, Filed AI tax preparation, Grove firm workflow, and Neural Roots accounting automation. Competitor claims and pricing are public-page readbacks as of May 30, 2026.
Pricing
Pricing for preparers, reviewers, and firm rollout planning.
Builder fits an individual preparer or reviewer testing client packets. Pro adds credits and API access for repeat-season workflows. Elite supports firm rollouts that need governance, onboarding, and white-glove support.
Trust and FAQ
Tax answers need plain evidence boundaries.
Does Leapable replace Drake, ProConnect, UltraTax, CCH, or Lacerte?
No. Leapable prepares source-cited evidence and reviewer checklists. The firm's tax prep software remains the system of record for filing, e-signature, and return delivery.
Can it cite W-2s, 1099s, K-1s, receipts, and brokerage statements?
Yes. Ask from the client vault and inspect the cited source file, page, paragraph, and excerpt before accepting an extracted field.
Can it substantiate an R&D credit file?
It can organize and cite project notes, time records, payroll support, vendor invoices, and engineering artifacts. The CPA still makes the tax judgment.
What files can the firm add?
Leapable supports 21 file types, including organizers, W-2s, 1099s, K-1s, 1098s, receipts, brokerage statements, invoices, Office docs, spreadsheets, images, CSV, HTML, Markdown, and text.
Final CTA
Turn the client packet into a cited prep workspace.
Install Leapable, add one anonymized client source folder, and review the extracted field that needs proof before it reaches the return.