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Welcome to TidalForms

TidalForms automates tax document processing for accounting firms and tax preparers. Upload your forms, let AI-powered OCR extract the data, review the results in a structured interface, and export clean data in your preferred format.

Who this is for​

This documentation is written for:

  • Tax preparers and accountants who need to process W-2s, 1099s, 1098s, and other tax forms efficiently
  • Firm administrators setting up team accounts and configuring workspace defaults
  • Review staff verifying extracted data and handling exceptions in the Review Hub
  • Operations managers tracking processing metrics and managing document workflows

If you work with tax documents and want to reduce manual data entry, TidalForms is built for you.

Before you begin​

You'll get the most out of TidalForms if you have:

  • A verified account created at /auth/sign-up; select Create Firm Account during signup only if you need to create a firm workspace
  • Tax documents ready to upload (PDF format works best, including multi-document bundles)
  • A modern web browser (Chrome, Firefox, Edge, or Safari)

No software installation is required. TidalForms runs entirely in your browser.

What to do next​

Ready to start processing documents? Pick the path that matches your situation:

  • Jump right in: Quick Start walks you through uploading and processing your first document step by step.
  • Setting up your firm: Account Setup covers the optional firm-account signup path, email-verification access gate, individual Preparer path, and pending team-invitation records.