Tax Document Organizer

Stop chasing W-2s, 1099s, and K-1s. Let the assistant do it.

How it works

Watches a designated inbox or upload folder for incoming tax documents, classifies them (W-2, 1099-NEC, 1099-INT, K-1, mortgage interest, etc.), and assembles a tax-year folder that's ready for your CPA.

You bring

Inbox or upload folder
Tax year
Expected document list (optional)

You get

Organized tax folder
Document index
Missing-document checklist

Example

Prompt

"Organize all 2025 tax docs we've received and tell me what's still missing."

Output

23 docs filed. 4 documents still expected (2 K-1s, 1 1099-INT, 1 1098).