Collect tax documents
Bring slips, forms, statements, prior returns, and supporting records into one taxpayer workspace.
Coming Next ยท In development
A guided tax workspace for U.S. and Canadian individuals.
Organize tax documents, identify missing information, prepare structured data, and keep the taxpayer and reviewer aligned from intake through professional review.
Product concept
Reduce the administrative work around individual tax preparation.
The product direction focuses first on the movement and completeness of tax information, not autonomous filing or unreviewed tax advice.
Identify jurisdiction and year
Separate U.S. and Canadian individual tax workflows by filing period and taxpayer context.
Check completeness
Surface missing forms, inconsistent amounts, and unanswered organizer questions.
Prepare structured data
Extract review-ready information while preserving the source document.
Support professional review
Route open questions and prepared information to the responsible tax professional.
Expected capabilities
What this product is being designed to support.
U.S. individual tax intake
Organize common federal and state source documents for review.
Canadian individual tax intake
Organize slips, deductions, credits, and supporting records by tax year.
Document completeness
Track received, missing, superseded, and unresolved records.
Taxpayer questions
Turn missing context into a clear request list.
Source traceability
Keep extracted amounts connected to the original form or statement.
Reviewer controls
Preserve the distinction between prepared data and approved tax treatment.
Development status
Planned, not yet available.
These capabilities describe the current product direction. Scope, availability, and implementation details may change as we test the workflow with customers and professional reviewers.
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