Evidence before conclusions
Build a clear, organized evidence package for your taxes.
Upload tax forms, receipts, statements, invoices, mileage records, checks, and other supporting documents. Connect the records to income and expense categories, identify missing support, and generate a package for your accountant, preparer, or records.
Document organization only. Not tax preparation, filing, or tax advice.
The tax-document problem
Most tax support isn't missing. It's just unorganized and unconnected.
Records are scattered
Statements, receipts, emails, photos, spreadsheets and prior returns live in a dozen different places.
Documents aren't tied to tax positions
A receipt exists, but nothing shows which deduction it supports or whether it was already counted.
Support is incomplete
Missing payment proof, unclear business purpose, mixed personal use, duplicated expenses.
Review is slow
Preparers spend hours renaming files, chasing documents and rebuilding workpapers by hand.
How it works
Three steps from a folder of files to a package.
Upload tax records
Add tax forms, receipts, statements, invoices, mileage records, checks and other evidence to a tax-year project.
Connect evidence to tax categories
Review extracted information, assign documents to income or expense items, and explain business purpose where needed.
Generate the package
Download an indexed package showing supported items, missing evidence, exceptions and organized source documents.
Supported records
Bring whatever you have.
Tax forms
- W-2
- 1099-NEC / MISC / K
- 1099-INT / DIV / R
- SSA-1099
- 1098 / 1098-E
- Schedule K-1
Payment evidence
- Bank statements
- Credit-card statements
- Checks
- Payment confirmations
- Invoices
- Receipts
Other support
- Mileage logs
- Asset purchases
- Prior-year returns
- Tax notices
- Contracts
- Spreadsheets
Evidence status
Every reported amount shows what supports it — and what doesn't.
Fully supported
Invoice, payment proof and business purpose on file.
Partially supported
Payment proof present, receipt or purpose still missing.
Unsupported
Amount reported with no linked document yet.
Tax year 2025 · Schedule C comparison
| Category | Entered | Supported | Partial | Unsupported |
|---|---|---|---|---|
| Advertising | $33,772 | $31,980 | $1,200 | $592 |
| Travel | $4,000 | $2,850 | $600 | $550 |
| Supplies | $600 | $472 | $0 | $128 |
Entered amounts are user-provided and not independently verified. Unsupported amounts are flagged for review, not judged invalid.
The professional package
An indexed ZIP your accountant can actually work from.
2025_Tax_Evidence_Package/
- 00_Executive_Summary/
- 01_Tax_Return_and_Forms/
- 02_Income/
- 03_Business_Expenses/
- 04_Itemized_and_Other_Deductions/
- 05_Assets_and_Depreciation_Support/
- 06_Mileage_and_Vehicle/
- 07_Tax_Notices_and_Correspondence/
- 08_Prior_Year_and_Carryover_Support/
- 09_Other_Evidence/
Reports/
- Document_Index.csv
- Income_Evidence_Schedule.csv
- Expense_Evidence_Schedule.csv
- Missing_Document_Report.csv
- Unsupported_Item_Report.csv
- Duplicate_Report.csv
- Conflict_Report.csv
Original files are copied, never altered. Every schedule traces back to the exact source document it came from.
Security and privacy
Tax records deserve careful handling.
Private storage
Documents are stored privately and served through temporary signed links only.
Masked identifiers
Taxpayer identification numbers are masked. Full SSNs are never displayed.
Originals preserved
Source files are never modified. Failed processing never touches the original.
Permanent deletion
Delete a document, a project, or your entire account at any time.
Pricing
Simple plans by tax year.
Individual
$29per tax year
For a single tax-year project with personal deductions and income forms.
- 1 tax-year project
- Up to 150 documents
- All schedules and reports
- ZIP package export
Most popular
Self-Employed
$59per tax year
For sole proprietors and contractors substantiating Schedule C categories.
- 3 tax-year projects
- Up to 750 documents
- Mileage and asset support
- Duplicate and conflict detection
Professional
$149per month
For accountants and preparers organizing evidence across multiple clients.
- Unlimited client projects
- Bulk intake and batch actions
- Missing-document reports
- Export history
Plans cover document organization and package generation only. They do not include tax preparation or professional representation.
Frequently asked questions
Questions before you start.
Important disclaimers
- This application is a document-organization and evidence-preparation tool. It does not prepare or file tax returns.
- It does not provide legal, accounting, or tax advice. Tax treatment must be reviewed by you or a qualified professional.
- Automated classification and extraction may contain errors. Inclusion in a package does not establish deductibility, and a missing-document warning does not establish that an item is invalid.
- Users remain responsible for the accuracy of tax information submitted to a taxing authority.
Start your first tax-year project.
Create a project, enter your reported figures, upload what you have, and see exactly which amounts are supported.