Tax document analysis assistant
Nov 19, 2024
New Feature: Tax Document Analyzer — Turn Tax Returns into Planning Opportunities, Fast
SLvia has officially launched the Tax Document Analyzer, designed to help advisors extract meaningful insights from client tax returns — without the spreadsheet deep dive or manual review.
This feature reads tax documents and identifies key planning opportunities, red flags, and talking points, helping advisors stay proactive and deliver smarter advice in less time.
“Tax returns are a goldmine of planning opportunities — but most advisors don’t have hours to comb through them line by line,” said Alexa Pao, founder of SLvia. “The Tax Document Analyzer makes it faster and easier to spot what matters and have more informed client conversations.”
With the Tax Document Analyzer, advisors can:
Extract key data points from client tax returns instantly
Identify planning opportunities like Roth conversions, RMD strategies, and charitable giving
Surface red flags and potential conversation starters
Receive summaries written in the advisor’s voice, ready for client-facing discussions
Why it matters:
Tax season is busy, but proactive planning shouldn’t stop at filing deadlines.
SLvia’s Tax Document Analyzer helps advisors stay ahead of client needs, differentiate their value, and turn complex data into simple, actionable insights.
The Tax Document Analyzer is now live for all users.
