Tax documents in.
Clean data out.
No retyping.
NiniTaxBot is AI document intake for CPA firms. Clients upload W-2s, 1099s and K-1s to a secure portal; AI reads and extracts the data; your team reviews and approves it. Designed to work with Canopy (in pilot testing). Lacerte, UltraTax CS and Drake exports are coming soon.
Illustration with synthetic sample data.
Tax season shouldn't mean retyping every box.
Every spring, skilled preparers spend hours keying numbers off client documents, from crooked phone photos to 40-page brokerage PDFs. It's slow, it's tedious, and it's where transcription errors creep in.
Documents arrive every which way
Email attachments, phone photos, scans, ZIP files: all sorted and renamed by hand.
Data entry eats senior time
Your most experienced people end up copying numbers instead of reviewing returns and advising clients.
Chasing what's missing
Figuring out which client still owes which form is another spreadsheet to maintain.
Every format in. One structured record out.
PDFs, phone photos and ZIP files go into one secure portal. Each document is classified by type and its values are pulled into fields your team can check.
Upload anything
Clients send what they have: PDFs, phone photos, scans or a ZIP of everything.
Classified on arrival
Each file is identified as a W-2, 1099, K-1 or other document, so nobody sorts by hand.
Fields, not files
Box-level values are extracted into a structured record that sits beside the source.
From client upload to software import in four steps
NiniTaxBot handles intake. Your team keeps full control of the return.
- 01
Clients upload
Clients drop PDFs, phone photos or ZIPs into your firm's secure portal.
- 02
AI reads & classifies
Each document is identified, whether W-2, 1099 or K-1, and its data is extracted into structured fields.
- 03
Your team reviews
Extracted values appear beside the source document in a review queue. Correct, approve, move on.
- 04
Back to your practice
Approved work stays linked to the client, and an approved status note can be posted back to Canopy. Lacerte, UltraTax CS and Drake exports are coming soon.
See who still owes you what, without the spreadsheet.
As documents arrive and are classified, each client's list updates. Your team can see what has come in and what is still outstanding, in the same place they review.
Designed to work with Canopy
The first version in testing is designed to work with Canopy: sync your client list and bring client files from Canopy into review, then post an approved status note back. Lacerte, UltraTax CS and Drake exports are coming soon.
Canopy
Sync clients and bring their files from Canopy into review, then post an approved status note back.
Coming soonLacerte
Export for Lacerte workflows is planned. Not available yet.
Coming soonUltraTax CS
Export for UltraTax CS workflows is planned. Not available yet.
Coming soonDrake
Export for Drake workflows is planned. Not available yet.
Canopy, Lacerte, UltraTax CS and Drake are trademarks of their respective owners. NiniTaxBot is not affiliated with or endorsed by any of them.
Built for the way firms actually do intake
Secure client portal
One place for clients to upload everything, instead of email attachments.
Automatic classification
Documents are identified by type so nobody has to sort and rename files.
Structured extraction
Box-level values pulled into fields, ready for review instead of retyping.
Review queue
Side-by-side review with approval before anything leaves the system.
Outstanding-document view
See what each client has sent and what's still outstanding.
Designed to work with Canopy
Client list sync, files from Canopy into review, and approved status notes back. Tax-software exports coming soon.
Designed around your clients' most sensitive documents
Security is part of the architecture from day one, not bolted on afterward.
Encrypted storage
Uploaded documents and extracted data are stored encrypted.
Firm-level isolation
Built for multiple firms, with each firm's data separated at the database level.
Human review before anything leaves
Nothing is sent outside NiniTaxBot until someone at your firm approves it.
Pilot firms receive detailed security documentation. Read the security overview →
Help shape NiniTaxBot with us this season
We're preparing a pilot with a small group of CPA firms beginning February 2027. Pilot firms work directly with the founder and influence what gets built next.
- Hands-on onboarding for your firm and your client portal
- Designed to work with Canopy (in pilot testing); Lacerte, UltraTax CS and Drake exports coming soon
- A direct line to the team for feedback during the season
- Pilot terms shared directly with participating firms
Pilot begins February 2027.
Spots are limited so every firm gets real attention.
Thank you. One last step.
Your email app should have opened with your pilot request addressed to [email protected]. Press send, and we'll reach out personally with pilot details ahead of February 2027.
Nothing opened? Email [email protected] directly.
“My dad was a CPA. Our family called him Nini. I built this for him.”
NiniTaxBot carries his name in his honor. It's built for the people who do the work he did, so they can spend tax season on the judgment and care their clients count on, not on retyping numbers.
Kyle Winther · Founder, Winthco
Questions CPAs ask us
Spend this tax season reviewing, not retyping.
Join the CPA firms piloting NiniTaxBot in February 2027.