Tax Document Organizer

Collects tax forms from email and scans, builds a checklist for your situation and explains IRS rules with sources. Information, not tax advice; you or your preparer file.

Good for

• All documents in one folder
• Deductions you might miss
• IRS rules explained

How to use

1. Press Get
2. Answer a few questions
3. Drop in your documents

Works with

Gmail, Google Drive, Text Scanner, PDF Kit, Microsoft Excel, IRS Tax Guide.

Connects with

Security Questionnaire Automation, RFP Response Generator, Budget Planner.