What is OCR (Optical Character Recognition)?

OCR (optical character recognition) converts text in scans and images into machine-readable text.

Explanation

In tax-resolution preparation, OCR can make text from client bank statements, loan statements, and other scanned records available for extraction. A readable scan does not establish that a number is correct or belongs in a particular IRS form field; the source and proposed values still need human review.

In Rima's preparation workflow

Rima uses document reading as part of preparing financial information for IRS collection forms. Case managers can review source documents and flagged values before requesting enrolled-agent review.

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Related Terms

AI Document Processing

Using AI to read documents and organize information for a defined task.

Data Extraction

Identifying specific values in source documents and recording them as fields.

Data Validation

Checking extracted information against sources and expected requirements.

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