PETARTM About
PETAR™ integrates seamlessly into your existing workflow and Document Management System, automating key steps while flagging high risk items for review
The benefits
Automate tax prep. Free up capacity. Unlock profitable growth.
- Built for high-volume tax work, it classifies, extracts, and inputs data from any document format with up to 99% accuracy.
- No rekeying. Confidence-rated data. Fully reviewed working papers. Feeling the strain of tight deadlines, too few advisers, and rising client expectations?
- PETAR™ gives you the operational lift to scale advisory services, meet compliance demands, and protect profitability – without hiring.
How it works
PETAR™ uses advanced machine learning and natural language processing to:
- Extract and classify data from emails, PDFs, scans, and more
- Auto-populate returns in platforms like CCH and Digita
- Produce fully bookmarked working papers for seamless review
- Flag low-confidence data points so your team can step in when needed
- File with HMRC once final approval is given
Plug & play. Day-one impact.
PETAR™ requires no integration. Firms can be up and running in hours. Already trusted by over 50% of the UK’s Top 50 accountancy firms, PETAR™ helps:
- Save hours per return
- Offset adviser shortages
- Increase billable capacity
- Reduce rework and risk
- Free up time for strategic advisory
April letters
A bolt on service that is designed to reduce the manual effort involved in annual April tax-return reminder campaigns while keeping the firm in control of final outbound client communications.
Bespoke chasers are sent requesting only outstanding documents from each client