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ORGANIZE
Standardized Document Organization
- Auto-sort source docs into standardized bookmarks
- Consistent workpapers for record retention and recall
- Produce a clean, searchable PDF workpaper
POPULATE
Automated Data Entry for 1040s
- Extract key fields from W-2, 1099, K-1, and more
- Post data to your tax software automatically
- Reduce manual entry and review time
TRADES
Summarized or Detailed Entry for Transactions
- Brokerage statement import (summary or details)
- Per-trade or per-brokerage options
- Audit-friendly output
Everything you need to move faster with confidence.
Built for busy tax seasons when quality, speed and flexibility matter most.
