Organized workpapers in seconds
Automatically turn messy folders of client tax documents into organized, bookmarked workpapers with industry-leading accuracy
One click to collect all of your client documents into a single standardized PDF, saving hours of time and increasing staff leverage
We can handle almost anything your client gives you: zip files, photos, handwritten notes, and more
Upload as many client documents as you want and get your organized workpapers back in seconds. No more waiting days for form intake processing
98% accurate OCR auto-categorization removes bottlenecks and saves hundreds of hours every tax season
Everything you need to fly through prep - and nothing you don't.
Smart bookmarks
Tailor your workpapers exactly how your firm needs them. Customize form categories, naming conventions, bookmark ordering, and more — our intelligent OCR can read payer names, account numbers, and more directly off of the forms for more informative bookmarks
No 7216 consent needed
Eliminate consent hassles and privacy concerns. Your client's forms are never viewed by humans or outsourced overseas, with all OCR processing performed securely on Microsoft servers right here in the USA.
Bank-level security
Every document is encrypted using robust, 256-bit bank-level encryption and securely stored exclusively on U.S.-based servers. Our data practices strictly follow IRS security guidelines, ensuring your sensitive client data stays safe and compliant.
No more pre-processing
Our advanced OCR can combine separate client JPGs into single bookmarks and split combined PDFs into individual forms.
Blazing-fast
Upload and organize even your largest document collections—500 pages or more—in seconds.
Genuine results from our customers
