Market Research

Hi everyone,Our organization is launching our annual property tax rebate program, and we’re looking to improve our data handling. Currently, residents upload sensitive tax documents through a secure portal, but we’re looking for a solution that reduces human handling and long-term storage risks.Does anyone use a software or vendor that can: Extract specific data points (like income levels) to verify eligibility for the rebate and other internal services. Automatically purge/destroy the original documents once that criteria is met? We want to maximize our residents' access to services while minimizing the amount of PII (Personally Identifiable Information) we store long-term. Any leads on "zero-knowledge" or automated document processing tools would be appreciated!