Know what every client still owes you.
SchemaCPA collects every document your clients send, reads it, checks it against last year, and tells you what’s missing before you open the return.
Clients this season
Alvarez household
7 of 9 expected documents in
| Document | From | Status | Extracted |
|---|---|---|---|
| W-2 | Northwind Health | Received | 96,410.00 |
| W-2 | Pacific Unified School District | Received | 61,288.14 |
| 1099-INT | Harbor Federal Credit Union | Received | 842.10 |
| 1099-DIV | Ridgeline Brokerage | Received | 2,118.77 |
| 1099-B | Ridgeline Brokerage | Missing | On last year’s return |
| 1098 | Summit Home Loans | Received | 14,906.32 |
| Schedule K-1 | Alvarez Rentals LP | Missing | On last year’s return |
| Property tax bill | Alameda County | Received | 6,120.00 |
| Childcare receipt | IMG_2214.jpg | Duplicate | Same as IMG_2213.jpg |
Extraction is the easy part. Chasing paper isn’t.
Most document tools stop once the numbers are read. SchemaCPA covers the work around it: getting the documents in, knowing which ones are still out, and making sure nothing is counted twice.
- Collect
- Each client gets one upload link. Email attachments, phone photos and portal downloads all land in the same file.
- Classify
- Every page is sorted by document type, issuer and period, so a 40-page PDF dump becomes a tidy list.
- Compare with last year
- Last year’s return sets the checklist. If a 1099-B came in last year and hasn’t this year, you’ll know.
- Catch duplicates
- The same invoice forwarded twice or the same W-2 scanned twice is flagged, not double-counted.
- Reconcile
- Statement balances are tied out month to month, and gaps in a run of statements are called out.
- Export
- Send clean data to Excel or CSV today. QuickBooks Online and Xero connections are on the roadmap.
One engine for the whole client folder.
Tax forms are only part of what lands on your desk. SchemaCPA reads the bookkeeping and payroll paper too, each with its own schema and its own checks.
| Category | What it reads |
|---|---|
| Tax | W-2, 1099 series, K-1, 1098 |
| Banking | Checking, savings and loan statements |
| Bookkeeping | Credit card statements |
| Expenses | Receipts and vendor invoices |
| Payroll | Pay stubs and payroll provider reports |
| Accounting | General ledgers and trial balances |
| Business | Balance sheets and income statements |
| Compliance | W-9s with TIN pattern checks |
Priced per firm, not per client.
Monthly plans sized by page volume. Pilot firms get founding pricing and a direct line to the people building it.
Solo
One preparer
$99/month
- 1,000 pages a month
- Unlimited clients
- Missing-document checklists
Firm
Up to 5 staff
$199/month
- 3,000 pages a month
- Client upload links
- Reminder drafts
- Duplicate detection
Practice
Up to 20 staff
$499/month
- 10,000 pages a month
- Statement reconciliation
- Review queues by preparer
- API access
More than 20 staff or a custom integration? Tell us about your firm
We’re building this with a small group of firms.
Tell us where documents slow your season down. Pilot firms shape what we build next and keep founding pricing.