Upload any combination of W2s, 1099s, commission statements, expense receipts, professional dues, insurance premiums, or other tax documents. The AI will extract and categorize everything.
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Drop documents here or click to upload
W2s, 1099-NECs, commission statements, receipts, professional dues, E&O insurance — any document
⚠️ Documents uploaded here are processed by Anthropic's AI API. Do not upload documents containing Social Security Numbers or full tax returns. Commission statements, 1099s, W2s, and receipts only.
Documents This Tool Handles
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W2
Wages, withholding, employer benefits
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1099-NEC
Commission & referral income
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Commission Statements
Broker commission breakdowns
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Professional Dues
Industry memberships, license fees
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E&O Insurance
Professional liability premiums
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Marketing Receipts
Ads, mailers, sponsorships, business cards
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Mileage Logs
Business vehicle miles driven
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Technology Bills
CRM, DocuSign, phone, software
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