Abstract: Import data is obtained from one or more source documents and used to generate proposed pre-import review data indicating the proposed use of the import data to auto-fill one or more data entry fields in one or more forms associated with a data management system. The proposed pre-import review data is provided to a user for review, editing, and correction, and any changes to the data entry fields in the proposed pre-import review data are recorded. The proposed pre-import review data and data indicating the user's edits, corrections, or changes to the proposed pre-import review data, are analyzed/compared to calculate an accuracy score for the proposed pre-import review data and one or more reports are generated and provided to the user indicating the accuracy score for the proposed pre-import review data.

Abstract: One embodiment of the present invention provides a system that automatically inserts account-data into a tax-form. During operation, the system receives account-data at a server from a data-provider. The system also receives a tax-form at the server from an application. Next, the system automatically analyzes the account-data to determine a data-map which maps the account-data to the tax-form without assistance from a user. Finally, the system inserts the account-data into the tax-form by applying the data-map to the account-data.

Abstract: One embodiment of the present invention provides a system that automatically inserts account-data into a tax-form. During operation, the system receives account-data at a server from a data-provider. The system also receives a tax-form at the server from an application. Next, the system automatically analyzes the account-data to determine a data-map which maps the account-data to the tax-form without assistance from a user. Finally, the system inserts the account-data into the tax-form by applying the data-map to the account-data.