
UPLOAD TAX RETURNS
Free your team from wasted time on manual data entry and the risk of human errors and typos

FULL QUALITY CONTROL REVIEW
All automation files have a full domestic Quality Control review before being released to the client

HYBRID AUTOMATION
Use Blueprint manually or add automation where you need a boost. No rigid all-or-nothing plans here.

All EMPLOYED AND SELF-EMPLOYED INCOME
Single source of truth for all income analysis. Tax forms, W2, Paystubs, VOE, VOI, Profit and Loss
Cost Effective Automation
Blueprint has a low base file charge and a per-page surcharge. This allows you to control your costs very precisely by only uploading what you want to automate.
Mix manually entered income with automation entered income on the same file. Not sure how to handle an 1120? Upload it and let us do it for you. Are you rock solid on calculating a SchC? No problem, don’t upload those and control the cost by doing that manually.
Our software scans income documents and automatically creates an income report for you.
Income Types Supported by Automation
Employed (W2)
Employed (Paystub)
Employed (VOE / VOI)
Rental Income
Schedule 1
Schedule C
Schedule E
Schedule F
1065 & K1
1120
1120S & K1
Profit and Loss
How does it work
1. CREATE
You create borrowers in Blueprint, telling Blueprint which borrower’s you want to target during the scan
2. UPLOAD / SCAN
Upload tax returns, W2, Profit and Loss, VOE, or VOI
3. QUALITY CONTROL
Blueprint notifies you that the scan and QC are finished and points out any issues
4. REPORT
Blueprint notifies you QC is complete and you can review your full income report
AS SEEN IN / AS USED BY
