Case Study: Leading Accounting Firms accelerate K-1 tax data extraction with Leverton

Leading Accounting Firms - Customer Case Study

Leading Accounting Firms turned to Leverton, an MRI Software company, to tackle the ongoing burden of tax compliance. Their challenge was processing long, complex annual tax reports and partnership documents like K-1 forms, which often contained both structured and unstructured information and required far more than simple RPA.

Leverton’s AI extraction software was used to automate extraction from K-1 partnership tax documents, including notes pages, and support custom reporting and integrations. The solution cut processing time from 1–2 hours per K-1 to just 10–20 minutes including human review, helping the firms move through tax season faster and at a lower total cost of ownership.