Tax Document Organizer
Send us your papers. We'll file your taxes away.
Forward any W-2, 1099, or K-1 and Taylor reads, labels, and files it into your secure Vault, sorted the second it arrives.
One inbox for every tax document
Forward or upload
Email it, snap it, or drag it in, any format.
Taylor reads it
Detects the form type and pulls the key figures.
Filed in the Vault
Labeled and sorted into the right drawer.
Ready to file
Nothing missing when your return is prepared.
Your documents, treated like our own.
Paper everywhere
A drawer of forms you have to dig through.
Can't find last year's form
When you need it most, it's gone.
Hours renaming & sorting
Manual filing that never quite happens.
A missing form, found too late
Discovered the week taxes are due.
Send it any way
Forward, upload, or snap a photo.
Read & labeled instantly
Taylor detects the form and pulls the figures.
Sorted into the Vault
Filed in the right drawer automatically.
Flags what's missing
You'll know before a form ever goes missing.
Any format, one inbox
PDFs, photos, and forwarded emails all welcome.
Reads the numbers out
Detects the form and pulls every key figure.
Sorted automatically
Filed into the right Vault drawer for you.
Flags what's missing
Taylor nudges you for any form your return expects.
Every year in one place
Back-year documents are always a search away.
Available for everyone at any income type
Tech employees
Catches RSU, ISO & ESPP deductions most filers miss.
1099 self-employed paperwork
Finds every business write-off across your contract income.
Content creators
Deducts gear, software, home studio & platform fees.
Sole proprietors
Maximizes Schedule C expenses and the QBI deduction.
Last-minute estimates
Projects what you owe so quarterly payments stay accurate.
Late tax filers
Sorts back-year documents and files prior returns fast.
The rest of your tax routine, modernized.
FAQs about the Tax Document Organizer
How do I get documents into the organizer?
Whatever way is easiest. Forward the email, drag in a PDF, or snap a photo of a paper form — Taylor takes any format and reads it the second it arrives. There's no folder structure to set up and no naming convention to follow: you send it, Taylor detects the form type, pulls the key figures, and files it in the right drawer of your Vault
What kinds of tax documents does it handle?
Income forms, expense records, and most things in between — W-2s, 1099s, K-1s, brokerage statements and loose receipts. Taylor detects the form type on arrival rather than asking you to label it, then pulls the figures your return needs. Back-year documents are welcome too, which matters if you're filing late or amending an earlier return.
Will it tell me if a document is missing?
Yes, and it's often the most useful thing it does. Taylor knows which forms your return expects, so if one hasn't turned up it nudges you for it instead of letting you find the gap the week taxes are due. You hear about it early, while there's still time to chase whoever was meant to send it.
Do my documents stay organized year to year?
Yes. Nothing gets cleared out at the end of a season — each year keeps its own drawers in the same Vault, so last year's W-2 or a K-1 from three years ago is a search away rather than an email to a former preparer. It's also why late and amended filings are straightforward: the source documents are already sitting there.
Does the organizer connect to my filing?
Directly. The organizer isn't a separate holding pen, the documents in your Vault are what Taylor uses to build your return, which a licensed CPA reviews before anything is submitted to the IRS. Nothing gets re-typed by hand, so there's no gap between "my documents are organized" and "my return is ready.
How secure are my documents in the Vault?
Your documents sit in your personal Vault behind bank-grade, IRS-recommended security, with enterprise-grade encryption in transit and at rest. Access stays limited to you and the licensed CPA working on your return, nothing is shared without your permission, and your documents are never sold or used to train AI models.
$499 a year. No surprises.
No hourly rates. No per-form charges. Quoted upfront.
