ClearPrep Console
AR

ABC, HSI & BWSJHBD_1123

Under review
9:01Tax year 2023· 22 documents· owner Unassigned· 0/22 reviewed blocking findings open
  1. Document Intake69ms
  2. Document Inspection258ms
  3. Form Identification5ms
  4. Document Extraction9m 1s
  5. Anonymization88ms
  6. Ready for Reviewawaiting reviewer
  7. 7
    Approval & Sign-off–

How this packet was processed

9m 2s total· longest document: 1099-div.pdf (119ms)
  1. Document Intake69ms

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

  2. Document Inspection258ms

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

  3. Form Identification5ms

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

  4. Document Extraction9m 1s

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

  5. Anonymization88ms

    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

22 documents, longest first
1099-div.pdf
1099-DIV · 1 page(s) · read from PDF data
119ms
  1. Inspected17ms

    filled_acroform · 1 page(s)

  2. Routed100ms

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

  3. Form identified

    1099_div · matched the form's own printed label

  4. Pages grouped2ms

    1 form · 1 page(s)

  5. Values captured

    35 fields · 1 record(s) · read directly

  6. Quality checks

    6 consistency checks · every expected field found · passed

1099-b-2.pdf
1099-B · 1 page(s) · read from PDF data
110ms
  1. Inspected16ms

    filled_acroform · 1 page(s)

  2. Routed92ms

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

  3. Form identified

    1099_b · matched the form's own printed label

  4. Pages grouped2ms

    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-b-7.pdf
1099-B · 1 page(s) · read from PDF data
59ms
  1. Inspected40ms

    filled_acroform · 1 page(s)

  2. Routed16ms

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

  3. Form identified

    1099_b · matched the form's own printed label

  4. Pages grouped2ms

    1 form · 1 page(s)

  5. Values captured1ms

    37 fields · 1 record(s) · read directly

  6. Quality checks

    1 consistency checks · every expected field found · passed

1099-b-3.pdf
1099-B · 1 page(s) · read from PDF data
38ms
  1. Inspected20ms

    filled_acroform · 1 page(s)

  2. Routed16ms

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

  3. Form identified

    1099_b · matched the form's own printed label

  4. Pages grouped2ms

    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-b-4.pdf
1099-B · 1 page(s) · read from PDF data
35ms
  1. Inspected17ms

    filled_acroform · 1 page(s)

  2. Routed16ms

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

  3. Form identified

    1099_b · matched the form's own printed label

  4. Pages grouped2ms

    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-b-6.pdf
1099-B · 1 page(s) · read from PDF data
34ms
  1. Inspected16ms

    filled_acroform · 1 page(s)

  2. Routed16ms

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

  3. Form identified

    1099_b · matched the form's own printed label

  4. Pages grouped2ms

    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-b-5.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 identified

    1099_b · matched the form's own printed label

  4. Pages grouped2ms

    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

w2.pdf
W-2 · 1 page(s) · read from PDF data
31ms
  1. Inspected14ms

    filled_acroform · 1 page(s)

  2. Routed14ms

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

  3. Form identified

    w_2 · matched the form's own printed label

  4. Pages grouped2ms

    1 form · 1 page(s)

  5. Values captured1ms

    46 fields · 1 record(s) · read directly

  6. Quality checks

    5 consistency checks · every expected field found · needs review

1099-int.pdf
1099-INT · 1 page(s) · read from PDF data
27ms
  1. Inspected14ms

    filled_acroform · 1 page(s)

  2. Routed12ms

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

  3. Form identified

    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

1099-g.pdf
1099-G · 1 page(s) · read from PDF data
24ms
  1. Inspected12ms

    filled_acroform · 1 page(s)

  2. Routed11ms

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

  3. Form identified

    1099_g · matched the form's own printed label

  4. Pages grouped1ms

    1 form · 1 page(s)

  5. Values captured

    25 fields · 1 record(s) · read directly

  6. Quality checks

    0 consistency checks · every expected field found · passed

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.

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.

2025-tax-doc copy.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-w2-01-sp copy 2.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-w2-01-sp copy 3.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.

1040_form_8949.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.