CollectTaxDocuments
WithouttheChaos
The intelligent document collection platform for CPAs. AI identifies, organizes, and flags missing tax forms—so you can focus on what matters.
Everything you need for tax season
Powerful AI tools designed specifically for tax professionals
AI Document Recognition
AI identifies W-2s, 1099s, K-1s and other common tax forms. Files are automatically renamed and organized by type.
Drag & Drop Upload
Clients upload tax documents through your branded portal. Supports PDF, images, Word, and Excel files up to 2GB per client.
Missing Forms Report
Get AI-generated recommendations on potentially missing documents based on what clients have uploaded.
Secure Cloud Storage
Documents stored securely on Cloudflare R2. Each client gets 2GB of dedicated storage with your custom branding.
Free while in beta
Get full access during early access period
Early Access
- Unlimited clients
- AI document recognition
- Missing forms report
- Custom branding
- 2GB storage per client
- Download all as ZIP
Ready to simplify tax season?
Set up your branded client portal in minutes. Free during early access.