Client documents in. Billable work out.
Document Processing reads client tax documents, engagement letters and data rooms. Drex routes requests and reviews time, the decisions that quietly eat your margin.
Trusted by
- Big Fouraccounting firm
- on grounding in Nace's Perception evaluation
- #1
- per routing or review decision
- <200 ms
- client file types, scanned or digital
- 36
Sources: Perception evaluationDrex benchmarks
Senior staff spend busy season sorting, not advising.
Client uploads arrive incomplete and in every format, and requests land in shared inboxes. Nace reads, checks and routes the work, so your people start where their expertise is needed.
Where Nace fits
Each workflow names the model that does the work.
- Document Processingreads
- Drexdecides
Tax document intake
W-2s, 1099s and K-1s turned into prep-ready data, each value cited.
Document ProcessingCompleteness check
A score for whether a client's upload has everything the return needs.
Document ProcessingDrexClient request routing
Each client email sent to the right team and priority.
DrexTime entry review
A billable score and suggested matter code for each time entry.
DrexEngagement abstraction
Scope, fees and terms extracted from engagement letters and statements of work.
Document ProcessingClient data rooms
Every file a client shares for advisory work, read and indexed.
Document Processing
Tax season intake, end to end
- 01
Client upload
W-2s, 1099s, K-1s and statements
- 02
Document Processing reads
Every value, cited
- 03
Drex decides
Complete? Which preparer?
- 04
Your preparer
Starts with a complete file
- 05
Drex for Search finds
Any client document, by question
What it reads
- W-2s
- 1099s
- K-1s
- Payroll registers
- Timesheets
- Engagement letters
- Statements of work
- Client data rooms
Runs where your data already lives.
Same models and the same API at every tier. Only the boundary around your data changes.
SOC 2 Type II audited. Visit the Trust Center
- Managed CloudOur GPUs, our API, a key from Console.
- Dedicated CloudYour own cluster in our cloud, reached over private links.
- Your CloudInstalls in your AWS or Azure account. Data stays inside.
- On-Prem & Air-GappedYour datacenter, your hardware, zero outbound.
See it on your own files.
Send us a file and the decision you make on it. We'll show you the result on your own documents.