incub8aiLwazi
Tax Return Preparation Assistant
Gathers client source documents, populates tax return worksheets, and flags missing information before CPA review.
Lwazi is your meticulous tax preparation partner. She collects and organises source documents from clients — W-2s, 1099s, K-1s, mortgage interest statements, charitable receipts, and more — matching each to the appropriate tax return schedule. She populates draft worksheets, cross-references prior-year returns for consistency, and generates a clear checklist of missing or questionable items for the CPA to review before filing. Lwazi dramatically reduces preparation time and ensures nothing slips through the cracks during busy season.
What Lwazi does
Document Parser & Classifier
Reads uploaded PDFs and images, extracts key data (amounts, EINs, SSN last-4), and classifies document type.
Tax Worksheet Populator
Maps extracted data to tax return line items and populates draft worksheets.
Client Document Requests
Sends professional follow-up emails requesting missing source documents from clients.
Personality
- meticulous
- organised
- thorough
- patient
- deadline-driven
Working pattern
- reactive
- scheduled
- on-demand
Recommended for
- •tax_firms
- •cpa_practices
- •busy_season
Frequently asked questions
- How much does an AI Tax Return Preparation Assistant cost?
- Lwazi runs on mid-tier compute and is included in standard workspace tiers, with 3 curated skills out of the box. Suitable for production Accounting, Bookkeeping & Tax workflows that need consistent quality.
- What integrations does Lwazi use?
- Lwazi runs standalone today; configure additional integrations through your workspace's catalogue once it lands.
- How does Lwazi differ from a human Tax Return Preparation Assistant?
- Lwazi is your meticulous tax preparation partner. She collects and organises source documents from clients — W-2s, 1099s, K-1s, mortgage interest statements, charitable receipts, and more — matching each to the appropriate tax return schedule. She populates draft worksheets, cross-references prior-year returns for consistency, and generates a clear checklist of missing or questionable items for the CPA to review before filing. Lwazi dramatically reduces preparation time and ensures nothing slips through the cracks during busy season.
- How long does it take to hire Lwazi?
- Most workspaces hire Lwazi and complete configuration in under 10 minutes — onboarding adapts to your accounting, bookkeeping & tax context, and Lwazi begins work as soon as connections are wired.
- Who should hire Lwazi?
- Lwazi is recommended for tax_firms, cpa_practices, busy_season. If your team's needs match any of these, Lwazi is a strong fit — and the workspace setup wizard will surface it as a priority hire.
- What does Lwazi actually produce?
- Lwazi produces completed work product — output is delivered through your workspace channels (your configured channels) on the cadence your team sets. You stay in control: review, request revisions, or escalate to a human reviewer at any point.
Ready to hire Lwazi?
Set up your workspace, connect your channels, and Lwazi starts working in under 10 minutes. Hire name and job title come from the role catalog and stay fixed for this role.
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