ClearPrep Console
AR

ABC, HSI & BWSJHBD_1123

Under review
12:01Tax year 2024· 15 documents· owner Unassigned· 0/15 reviewed blocking findings open
  1. Document Intake567ms
  2. Document Inspection87ms
  3. Form Identification6ms
  4. Document Extraction12m 0s
  5. Anonymization69ms
  6. Ready for Reviewawaiting reviewer
  7. 7
    Approval & Sign-off–

How this packet was processed

12m 1s total· longest document: 1099-b-1.pdf (34ms)
  1. Document Intake567ms

    The upload arrived, was verified, and joined the processing queue.

  2. Document Inspection87ms

    Every file was opened, typed, and screened for duplicate uploads.

  3. Form Identification6ms

    Each document was assigned its reading method and the Basic Details sheet was read.

  4. Document Extraction12m 0s

    All documents were identified, read, and quality-checked, side by side.

  5. Anonymization69ms

    Names and SSNs were replaced with consistent stand-ins; the reversal key was sealed.

  6. Ready for Review

    Results went on the review shelf and the review clock started.

Every document's own story

15 documents, longest first
1099-b-1.pdf
1099-B · 1 page(s) · read from PDF data
34ms
  1. Inspected17ms

    filled_acroform · 1 page(s)

  2. Routed15ms

    read from the PDF's own data · nothing retyped, no OCR

  3. Form identified1ms

    1099_b · matched the form's own printed label

  4. Pages grouped1ms

    1 form · 1 page(s)

  5. Values captured

    37 fields · 1 record(s) · read directly

  6. Quality checks

    1 consistency checks · every expected field found · passed

1099-int.pdf
1099-INT · 1 page(s) · read from PDF data
31ms
  1. Inspected18ms

    filled_acroform · 1 page(s)

  2. Routed11ms

    read from the PDF's own data · nothing retyped, no OCR

  3. Form identified1ms

    1099_int · matched the form's own printed label

  4. Pages grouped1ms

    1 form · 1 page(s)

  5. Values captured

    32 fields · 1 record(s) · read directly

  6. Quality checks

    1 consistency checks · every expected field found · passed

02_multi-line-1099-div.jpeg
Unrecognized document · 1 page(s) · read from PDF data

No processing steps recorded: this document was skipped as a duplicate upload or archived without extraction.

01_1099-div-sample-02.jpeg
Unrecognized document · 1 page(s) · read from PDF data

No processing steps recorded: this document was skipped as a duplicate upload or archived without extraction.

2025-w2-01-sp.pdf
Unrecognized document · 1 page(s) · read from PDF data

No processing steps recorded: this document was skipped as a duplicate upload or archived without extraction.

2025-tax-doc.pdf
Unrecognized document · 1 page(s) · read from PDF data

No processing steps recorded: this document was skipped as a duplicate upload or archived without extraction.

ssa-1099.pdf
Unrecognized document · 1 page(s) · read from PDF data

No processing steps recorded: this document was skipped as a duplicate upload or archived without extraction.

Shreya-w2.pdf
Unrecognized document · 1 page(s) · read from PDF data

No processing steps recorded: this document was skipped as a duplicate upload or archived without extraction.

1040_Schedule_01.pdf
Unrecognized document · 1 page(s) · read from PDF data

No processing steps recorded: this document was skipped as a duplicate upload or archived without extraction.

1040_Schedule_D.pdf
Unrecognized document · 1 page(s) · read from PDF data

No processing steps recorded: this document was skipped as a duplicate upload or archived without extraction.

1040_Schedule_02.pdf
Unrecognized document · 1 page(s) · read from PDF data

No processing steps recorded: this document was skipped as a duplicate upload or archived without extraction.

1040_Schedule_03.pdf
Unrecognized document · 1 page(s) · read from PDF data

No processing steps recorded: this document was skipped as a duplicate upload or archived without extraction.

1040_Schedule_B.pdf
Unrecognized document · 1 page(s) · read from PDF data

No processing steps recorded: this document was skipped as a duplicate upload or archived without extraction.

1040_Schedule_C.pdf
Unrecognized document · 1 page(s) · read from PDF data

No processing steps recorded: this document was skipped as a duplicate upload or archived without extraction.

2025-1040-01.pdf
Unrecognized document · 1 page(s) · read from PDF data

No processing steps recorded: this document was skipped as a duplicate upload or archived without extraction.