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Taiki: Universal API for tax documents 💰

We extract tax forms and data to power new tax experiences

TLDR: Taiki is an API that auto-extracts tax forms and data from payroll and financial providers. We pull files like W-2s, 1099s, 1098s, bank and brokerage monthly statements.

Hey 👋 We’re Richard Zhang and Alan Lu. We’re on a mission to enable the next generation of tax technologies and experiences.

We first met building side projects together during college. We began to explore accounting and tax after witnessing Alan’s mom doing her repetitive and tedious accountant work.

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🎬 Taiki in Action

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Problem — Document upload flows are terrible, and valuable tax data is under-utilized

From a user’s perspective, the usual tax form upload process goes:

  1. Go on every payroll platform and financial provider
  2. Somehow find where the tax forms are on every platform 🥵
  3. Download every tax form
  4. Organize these files
  5. Upload files

Through our research, we find this process can take a person more than 25 hours per year. The worst part is that companies know this is a problem but can’t do anything about it unless you’re Intuit and can spend engineering resources to build integrations.

Plus, there is a ton of unexplored tax data that can be used to build new tax, accounting, and fintech experiences. This data is under-utilized because the relevant information is difficult to gather.

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Solution

Use Taiki to integrate with the most popular payroll and financial providers. Get the documents and data that your software needs. Help your users skip the document upload process. Utilize this valuable data to build new experiences!

We support both direct file extraction and targeted data retrieval.

⚡️ Implement in 1 day

🔒 End-to-end encryption

🗂️ Multi-format extraction

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Our Belief & Vision

Tax will be automated! There are 3 possible options for the tax experience when this happens:

  • Government-provided solution
  • Old incumbent solutions
  • New AI-powered startups and software 🚀

We believe newcomers will become the preferred choice, and we’re here to empower them.

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🌹 Ask: How you can get involved

  • Connect us to people who are or want to build tax, accounting, or relevant fintech software: Click here
  • Tell us what new experiences can be built using our API: Click here
  • Brainstorm with us on what to build with Taiki: Click here
  • Contact us for anything else: Click here