Breeze Tax is an AI-powered workflow layer that helps tax professionals process more 1040 returns by using AI to extract data from source documents, prepare draft workpapers, and surface review items while integrating with existing tax software.

• AI-driven data extraction across 40+ tax documents (including W‑2s, 1099s, K‑1s, T4s, and T3s).
• “Intake simplified” workflow: upload last year’s return to prep draft workpapers, flag missing items, and auto‑ping clients for follow-up docs.
• Review-ready checks (including anomaly detection and flagged items) to focus reviewer time on exceptions.
• Workflow integration positioning to work with existing tax software (including CCH Axcess, Drake, UltraTax CS, and Intuit ProConnect).