Extract data from W-2s, 1099s, and tax documents instantly

DocuClipper recognizes more than 20 IRS form types: W-2; 1099-NEC, 1099-MISC, 1099-INT, 1099-DIV, 1099-B, 1099-K, 1099-R, 1099-G, 1099-Q, 1099-C, 1099-S; 1098, 1098-T; 5498; 1040, 1041, 1065, 1120, 1120-S; and Schedule K-1 (Form 1065) and Schedule K-1 (Form 1120-S). Each form is identified by its OMB control number and routed through extraction logic built for that layout.

Yes, for 17 brokers and clearing firms: Schwab, Fidelity, Merrill, Morgan Stanley and E*TRADE, Vanguard, Robinhood, Raymond James, Ameriprise, LPL Financial, UBS, Altruist, Betterment, Apex Clearing (Webull, Stash), Pershing, Edward Jones, J.P. Morgan, and Coinbase's Form 1099-DA. Every Form 1099-B sale comes back lot by lot (dates, proceeds, cost basis, gain or loss, wash sale), and every box of Forms 1099-DIV, 1099-INT and 1099-MISC comes back with its IRS box number. Both are checked against the totals the 1099 prints, so the result carries a Reconciled badge. Edward Jones, J.P. Morgan and Coinbase 1099s give the realized lots.

No. Upload it on the Tax Forms page or the bank statement page and DocuClipper recognizes a supported broker's package and reads it with its brokerage extractor automatically. This applies to a digital PDF from the broker that contains only that package. A PDF that also holds a W-2, a 1099-R, an SSA-1099 or scanned pages is read as forms, page by page, so none of the other forms are lost. The page count, and so the cost, is the same either way.

Generic OCR returns raw text from a page. Form-aware extraction first identifies which IRS form is on the page (using the OMB control number printed in the upper-right corner) and then maps the extracted text into the named boxes for that specific form. The output is structured (Box 1, Box 2, payer EIN, recipient TIN) rather than a wall of text, and a 1099-R mixed into a W-2 batch will not contaminate the output.

Yes. DocuClipper handles scanned PDFs, phone photos, and faxed copies. The OCR engine accepts rotated, low-resolution, and partial scans, and falls back to title-line and layout-density matching when the OMB control number is unreadable.

Yes. Lenders and underwriters use DocuClipper to extract borrower income directly from W-2s, 1099s, and 1040s during mortgage and consumer-loan underwriting. Structured field-level output (wages, federal tax withheld, total income) standardizes income verification across applications and feeds directly into loan-origination systems via API or CSV export.

No. DocuClipper recognizes IRS forms by their OMB control number and includes built-in extraction logic for each form type, so no per-form template setup is required. Custom extraction prompts are available for non-standard internal forms or supporting schedules.

Yes. Bulk uploads of hundreds of forms can be submitted via the web app, the API, or a watched Google Drive folder, and processed in parallel. This is the typical workflow for tax preparers during filing season and lenders running W-2/1099 batches against loan applications.

Tax forms contain SSNs, EINs, and wage data. DocuClipper holds a SOC 2 Type II report, encrypts files in transit (TLS), and keeps files for as long as your paid subscription is active (30 days on a trial, 90 days after you cancel). Customer documents are never used to train AI models. Audit logs are included on Business and Enterprise plans, and SAML single sign-on (SSO) is available on Enterprise.

Excel (.xlsx), CSV, and QBO files, plus JSON via the API and webhooks. In Excel, W-2s and 1099-NEC, MISC, INT, DIV and R come out one row per form and one column per IRS box, with one sheet per form type. A broker's consolidated 1099 downloads as a workbook with its 1099-B lots and a 1099 Income sheet.