befree-itr-automation-portal
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Architecture
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Turn client documents into verified tax workpapers
Befree converts client source documents into structured, reviewed Individual Tax Return workpapers using an AI pipeline for OCR, classification, extraction, and categorization — built for tax professionals and firms.
Document to Workpaper Pipeline
Ingest Documents
Client source files uploaded to case
OCR & Classification
Document type recognized automatically
Field Extraction
Structured values pulled from source
Workpaper Output
Verified data mapped to template
Platform Capabilities
Built for high-volume ITR processing
An API-first, multi-tenant SaaS platform with configurable document types, extraction fields, and output templates — so the pipeline adapts to your firm rather than the other way around.
Automated OCR & Classification
AI-native pipeline recognizes and classifies client source documents, from payment summaries to investment statements.
Configurable Extraction Fields
Admins define document types and extraction fields so the platform adapts to each firm’s document set.
AI Confidence Scoring
Every extracted value carries a confidence score, shown in context, so reviewers know where to focus.
Review Workbench
Analysts verify, edit, or reject AI-extracted data with full traceability back to the source document.
Category Taxonomy
A maintained taxonomy for income, deductions, and offsets keeps categorization consistent across cases.
Structured Workpapers
Output templates map extracted data to a final, structured ITR workpaper ready for download.
End-to-End Workflow
From source document to final workpaper
Document processing runs as background jobs, decoupled from the request cycle, so throughput scales independently of the web tier.
Register a case
Analysts create a new case and register the client ITR job in the system.
Ingest documents
Source documents are uploaded and queued for background OCR and classification.
Extract & categorize
The AI pipeline extracts fields and categorizes transactions with confidence scores attached.
Review & verify
Extracted data is checked in the Review Workbench against configured output template mappings.
Generate workpaper
Once verified, the structured ITR workpaper is generated and made available for download.
Audit & oversight
Admins monitor job status, system-wide audit logs, and error alerts throughout processing.
Built For Your Team
Two roles, one platform
Admins configure and oversee the system; Analysts run the day-to-day case workflow. Access is scoped to each role.
Configure & Oversee
- ✓Manage users and account access
- ✓Define document types and extraction fields
- ✓Maintain category taxonomy and output templates
- ✓Oversee cases, jobs, audit log, and alerts
Process & Review
- ✓Create and manage assigned cases
- ✓Ingest and track source documents
- ✓Verify extracted data in the Review Workbench
- ✓Generate and download final workpapers
Sign in to access your workspace
Authenticated, role-scoped access for tax professionals and firms.
Turn client documents into verified tax workpapers
Befree converts client source documents into structured, reviewed Individual Tax Return workpapers using an AI pipeline for OCR, classification, extraction, and categorization — built for tax professionals and firms.
Document to Workpaper Pipeline
Ingest Documents
Client source files uploaded to case
OCR & Classification
Document type recognized automatically
Field Extraction
Structured values pulled from source
Workpaper Output
Verified data mapped to template
Platform Capabilities
Built for high-volume ITR processing
An API-first, multi-tenant SaaS platform with configurable document types, extraction fields, and output templates — so the pipeline adapts to your firm rather than the other way around.
Automated OCR & Classification
AI-native pipeline recognizes and classifies client source documents, from payment summaries to investment statements.
Configurable Extraction Fields
Admins define document types and extraction fields so the platform adapts to each firm’s document set.
AI Confidence Scoring
Every extracted value carries a confidence score, shown in context, so reviewers know where to focus.
Review Workbench
Analysts verify, edit, or reject AI-extracted data with full traceability back to the source document.
Category Taxonomy
A maintained taxonomy for income, deductions, and offsets keeps categorization consistent across cases.
Structured Workpapers
Output templates map extracted data to a final, structured ITR workpaper ready for download.
End-to-End Workflow
From source document to final workpaper
Document processing runs as background jobs, decoupled from the request cycle, so throughput scales independently of the web tier.
Register a case
Analysts create a new case and register the client ITR job in the system.
Ingest documents
Source documents are uploaded and queued for background OCR and classification.
Extract & categorize
The AI pipeline extracts fields and categorizes transactions with confidence scores attached.
Review & verify
Extracted data is checked in the Review Workbench against configured output template mappings.
Generate workpaper
Once verified, the structured ITR workpaper is generated and made available for download.
Audit & oversight
Admins monitor job status, system-wide audit logs, and error alerts throughout processing.
Built For Your Team
Two roles, one platform
Admins configure and oversee the system; Analysts run the day-to-day case workflow. Access is scoped to each role.
Configure & Oversee
- ✓Manage users and account access
- ✓Define document types and extraction fields
- ✓Maintain category taxonomy and output templates
- ✓Oversee cases, jobs, audit log, and alerts
Process & Review
- ✓Create and manage assigned cases
- ✓Ingest and track source documents
- ✓Verify extracted data in the Review Workbench
- ✓Generate and download final workpapers
Sign in to access your workspace
Authenticated, role-scoped access for tax professionals and firms.
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