Magnetic

Tax and financial reporting · by Magnetic

An agentic AI tax prep platform that scans documents, reasons over client data, and enters information directly into tax software, with every return reviewed by US-based licensed EAs or CPAs.

Ranking recognition

  • Magnetic · #1 for Fill Forms in Professional Services

What it does

An agentic AI tax prep platform that scans documents, reasons over client data, and enters information directly into tax software, with every return reviewed by US-based licensed EAs or CPAs.

  • Automated 1040 tax return preparation
  • Document scanning and data extraction
  • Tax software data entry
  • Return review and quality assurance
Category
Tax and financial reporting
Users
CPA firms, Tax preparation firms
Public API
Not offered

Not yet disclosed: deployment options, platforms, languages and support channels.

Product insights

Evidence for this product in each industry and task.

#7 · draft documentsView ranking →

Adoption

Who uses it?

“Percentage wise, I would say [Magnetic] saved time by over 80%.”

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Customer satisfaction

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Value for money

Are the benefits worth the cost?

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Popularity

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Coming soon

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Pricing

Pricing not available

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Security and compliance

No security details published yet

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