Store every tax document intelligently
Organize tax returns, strategy documentation, and supporting records in one workspace. Transform scattered paperwork into searchable, AI-accessible intelligence that powers smarter tax decisions.
Everything you need to organize tax documents
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Centralized document storage across all entities
Organize by entity, year, and document type.
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AI understands your documents automatically
Upload returns, statements, transcripts, and memos.
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Share access with confidence and control
Maintain permissions across your financial team.
Structure documents by entity and year
Organize by taxpayer, business entity, and tax year. Navigate seamlessly between individuals, corporations, partnerships, and trusts with automatic organization that mirrors how you think about taxes.
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AI reads and understands your documents
Upload tax returns, bank statements, call transcripts, strategy memos, and supporting documentation. Instead automatically extracts relevant data, identifies tax opportunities, and references specific documents when answering questions.
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Share access with partners and professionals
Share document access with tax professionals, partners, and team members while maintaining complete control. Granular permissions ensure everyone works from the same complete, up-to-date record.
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Documents that work as hard as you do
Upload a prior year return and Instead identifies missed strategies. Add a call transcript and the AI extracts action items. Store supporting documentation and it's ready when you need substantiation.
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Everything you need to organize tax documents
Three simple steps transform scattered files into tax intelligence.
Upload documents that matter
Tax returns, statements, receipts, contracts, memos become accessible.
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AI extracts insights automatically
The system reads documents to identify opportunities and deductions.
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Documents drive precision
Every recommendation traces back to your actual uploaded records.
Every document type supported
Store tax returns, statements, receipts, transcripts, and more.
Tax returns and financial records
1040, 1120, 1120-S, 1065, 1041 forms and financial statements.
Supporting documentation
Bank statements, receipts, invoices, contracts, and correspondence.
Tax planning and research
Call transcripts, meeting notes, strategy memos, IRS publications.
Start for free today
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