Magnetic is an agentic tax preparation platform that helps firms turn varied client documents into populated tax files and review-ready workpapers.
– Document intelligence processes PDFs, spreadsheets, scans, images, and email files across standard and complex tax inputs
– A computer-use agent enters data directly into supported tax engines and reasons across multiple documents
– Workpapers, source-linked notes, missing-document flags, and credentialed reviewer sign-off prepare each return for partner review
– Fits accounting firms that need additional tax preparation capacity while retaining professional review and visibility into agent decisions.
