Otto reads your clients' W-2s, 1099s, and bank statements and pushes the data straight into the tax and bookkeeping software you already use. No new platform to learn, no migration.
But that's where the hours go, and you can't hire your way out of it.
62% of firms name manual data entry as their single biggest inefficiency. Client onboarding drags 18 to 30 days while you chase documents. And with 300,000+ accountants gone since 2020, hiring isn't on the table. The work doesn't shrink, so the typing has to go.
Otto builds and connects one thing, and builds it well: the path from "client sends a document" to "clean data sitting in your tax software," with a human review step you control.
Clients drop documents in. Automated reminders chase the stragglers so you don't.
OCR plus an LLM reads W-2s, 1099s, K-1s, bank statements and invoices, with field-level confidence flags for review.
Extracted data lands in UltraTax, Lacerte, Drake, QuickBooks or Xero, whatever you already run.
Ask questions against your own workpapers and internal guidance, not the open internet.
We map one high-volume workflow, usually intake or document data entry, and show you where the hours leak and what's automatable.
We connect your stack and ship the intake and extraction pipeline as a defined project. You know the price and timeline before we start.
Staff approve AI-extracted data with confidence flags instead of keying it. Errors get caught up front, not in review.
We stay on through busy season, tuning accuracy, adding document types and handling volume. It isn't build-and-leave.
TaxDome, Canopy and QuickBooks store and organize documents well. Getting the data out of them and into your tax software is still manual. That's the part Otto builds away.
| Off-the-shelf SaaS | Otto | |
|---|---|---|
| The data entry itself | Stores the file, you still type | AI extracts and pushes the data |
| Your existing stack | Migrate to their platform | Built on what you already run |
| The workflow | Their template | Your actual process |
| Pricing | $800 to $1,200 per user/year, forever | Project plus season retainer, no per-seat tax |
| Your workpapers | Not searchable | Optional knowledge layer over your own files |
A new name doesn't mean unproven delivery. You get an AI-first build backed by a software company that has shipped production systems for clients around the world for over a decade.
AI makes us faster. Experience makes us right.
Yes. Data is encrypted in transit and at rest, processed in your environment or a private cloud you approve, and never used to train public models. We build to your firm's confidentiality and retention requirements.
Those tools collect and store documents. They don't extract the data and drop it into your tax software, so that step stays manual. Otto automates exactly that gap and connects it to the platform you already use.
No. Otto is built on top of your current stack. No migration, and no replacing tools your team already knows.
High, and every field carries a confidence flag, so your team reviews and approves rather than re-keys. You keep the judgment; Otto removes the typing.
Most first builds ship in weeks, not months, and are scoped as a fixed-price project plus an optional season retainer. We don't quote blind: the free audit gives you the real number for your firm before you commit to anything.
One workflow, mapped. We'll show you what's worth automating and what isn't. No pitch, no commitment.