Self-employed professionals
Freelancers and sole proprietors juggling 1099s, business receipts, and mixed-use expenses can link each reported amount to its source records before handing workpapers to a preparer.
Use cases
Built for anyone who needs organized tax evidence.
Whether you file yourself or work with a professional, the goal is the same: connect what you report to the documents behind it.
Small-business owners
Schedule C and entity owners consolidate invoices, bank activity, payroll summaries, and asset purchases into one indexed package instead of emailing folders back and forth.
Rental-property owners
Track income deposits, repair invoices, insurance premiums, and mortgage interest statements against rental categories so missing support is visible before filing season.
Consultants and contractors
Project-based workers with travel, home office, and subcontractor costs can document allocations and relationship notes for items that span multiple engagements.
Tax-professional collaboration
Share read-only project access with your CPA, EA, bookkeeper, or attorney. They review linked evidence and coverage labels without receiving a pile of unsorted attachments.
Professional review
Always have a qualified tax professional review your evidence package before relying on it for filing or examination support.