For tax-prep firms
The intelligence layer
your tax-prep stack is missing.
Lineage reads each client's last return and tells your firm exactly which documents to
expect this year — so you stop chasing missing 1099s and K-1s, and your clients stop
sending shoeboxes.
Managing your own family's wealth?
Lineage for families →
01
Read
We parse last year's 1040 and every schedule into a per-client document registry —
every payer, every account, every income type.
02
Watch
As documents arrive — forwarded to the client's inbox, uploaded by staff, or via your
portal — we match each against the registry with confidence scoring.
03
Alert
We flag what's missing, what's overdue, and when a corrected document supersedes one
you already saw — before you sign and send.
04
Nudge
One-click client reminders that name the specific document, the payer, and last year's
amount — so clients know exactly what to look for.
Three million reasons
to chase every document.
Most accuracy penalties trace to a 1099, K-1, or 1099-R the preparer never saw. We
haven't launched broadly yet, so we make no claims about our own impact — only about
the size of the problem we're built to solve.
3 million+
CP2000 notices per year
IRS underreporter notices — sent when the agency's third-party data shows income a
return didn't.
$27 billion
Civil penalties assessed, FY 2024
Across all penalty types; roughly a third are abated each year — but the year-one
assessment is what hits clients first.
20%
Accuracy-related penalty — IRC §6662
Of the underpayment, when negligence or substantial understatement is found. The
price of a missed income document.
Lineage is in active rollout. Concrete impact metrics — chase reduction, hours
reclaimed — will follow real usage, with the data and methodology published.
Not a firm?
The same parsing engine works for families directly — organizing your household's
accounts, tax documents, and beneficiaries, year-round.
Lineage for families →