Smarter taxes start in Tax docs
Bank statements, business expenses, mileage logs, prior returns, contracts, receipts. Everything financial in one place. The agent reads it, finds trends, and uses it across every tax workflow. The more you store, the more the agent can do.
The foundation of every tax decision
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Stores everything
financial
Tax forms, bank statements, mileage logs, prior returns, business expenses, contracts, and receipts.
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Analyzes for trends and savings
The agent reads every document, finds patterns, and surfaces missed deductions across your whole picture.
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Powers every tax workflow
Tax planning, return prep, estimates, audit defense. Every workflow draws from your complete archive.
Stores everything financial
Bank statements. Mileage logs. Business expenses. Prior returns. Contracts. Receipts. Anything that touches your finances belongs here. The agent uses all of it to find savings, build returns, and surface decisions across every workflow you run.
Get started today
Pulls from your existing tools
Sync from Google Drive and OneDrive today. Box coming soon. Documents flow in automatically and get organized by entity and year. No manual uploading, no scattered folders, no missing receipts at tax time.
Start for free
Share with whoever needs to see
The agent doesn't just store. It reads every document, extracts the data, finds trends, and spots missed deductions. Upload a year of bank statements and the agent flags what's deductible. Add a prior return and it identifies strategies you missed. The more you store, the smarter the agent gets.
Try for free
Powers every other tax workflow
Build a tax plan and the agent uses your bank statements and prior returns. Run estimates and it uses your real income across every entity. Prepare a return and it has every K-1, 1099, and receipt already organized. Run audit defense and every claim already has its source document. Tax docs is the foundation everything else stands on.
Try for free
Three steps to smarter taxes
From scattered files to a working tax archive.
Connect Drive, OneDrive, or upload
Sync from Google Drive or OneDrive, or drag and drop tax documents directly.
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Auto-organized by entity and year
Documents file themselves into the right folder structure by entity and year.
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Used wherever they're needed
When you build a return or run a workflow, the agent pulls from what's there.
Every document type supported
Tax forms, financial records, supporting docs, and everything in between.
Tax returns and financial records
1040, 1041, 1065, 1120, and 1120-S returns, plus financial statements and supporting schedules.
Supporting documentation and feeds
Bank statements, receipts, invoices, contracts, correspondence, and QuickBooks-connected feeds.
Planning, research, and notes
Call transcripts, meeting notes, strategy memos, IRS publications, and case law research.
Start for free today
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