Upload Client Documents
Upload any combination of 1099s, commission statements, expense receipts, MLS invoices, or other tax documents. The AI will extract and categorize everything.
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Drop documents here or click to upload
1099-NECs, commission statements, receipts, MLS invoices, E&O insurance — any document
Analyze Documents
Documents This Tool Handles
✓ 1099-NEC
Commission & referral income
✓ Commission Statements
Broker commission breakdowns
✓ MLS Invoices
Board dues, lockbox fees
✓ E&O Insurance
Professional liability premiums
✓ Marketing Receipts
Signs, postcards, Zillow/Realtor.com
✓ Mileage Logs
Business vehicle miles driven
✓ Technology Bills
CRM, DocuSign, phone, software
✓ CE Course Receipts
Continuing education & licensing