Zips, dragged folders, sideways phone photos, a forty-page combined scan: each page is read, each document is identified and renamed, combined scans are split, and everything lands in the right folder.
Documents are filed into the client's year folders, originals kept alongside, with one click to download the whole year as a zip for your own document storage. Duplicates and reissued forms are flagged on the workbook's Cover.
Because the prior-year return goes in too, the organizer knows what the file should contain: a W-2 per employer, a 1099 per payer, a K-1 per entity. What's missing goes on the client request, by name.
Not ready to upload a full file? Upload a prior-year 1040 to the free Support Checklist and get the document request list for this year. Nothing about the client is stored.
PDFs, scans, phone photos including HEIC, TIFFs, zips and dragged folders.
Each firm's files are kept separately, encrypted, and deleted on the schedule you set. See the Security page for the details.
Organizing is part of every engagement. The free Support Checklist works without one.
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