✦ AI-Powered Tax Organization

Your tax documents,
organized in seconds.

Upload your W2s, 1099s, and receipts. Get a Schedule C-ready summary, every deduction flagged, and a tax advisor on call — 24/7.

Then $97/month · Cancel anytime

📄 W2 & 1099 Support
⚡ Results in Under 60 Seconds
🔒 Your Documents Stay Private
💬 Ask Questions Anytime
What You Get
Everything you need,
nothing you don't.
📊
Schedule C Summary
Every income source and deduction mapped to the correct Schedule C line. Hand it straight to your tax preparer.
💡
Missed Deduction Flags
The AI flags deductions you might have missed — mileage, home office, tech subscriptions, professional dues, and more.
💬
Ask Questions Anytime
Chat with an AI that knows your documents. Ask about your QBI deduction, SE tax estimate, or anything else — it cites the actual IRC section.
🧾
W2 + 1099 Together
Have both salaried and commission income? The tool handles both simultaneously and flags withholding gaps before they become a surprise bill.
⚡
Under 60 Seconds
Drag, drop, and done. No forms to fill out, no back-and-forth emails, no waiting until tax season to know where you stand.
🔒
Nothing Stored
Documents are analyzed and immediately discarded — never stored on our servers. Do not upload documents with Social Security Numbers.
How It Works
Three steps.
Fully organized.
1
Upload your documents
Drag and drop your W2s, 1099-NECs, commission statements, receipts, and any other tax documents. PDFs and images both work.
2
Get your summary
The AI reads every document, categorizes your income and deductions, maps them to Schedule C lines, and flags anything that needs attention — in under 60 seconds.
3
Ask follow-up questions
Not sure about something? Ask the AI directly. It knows your documents and answers with real IRC references — not generic advice.
Accepted Documents
If it's tax-related,
it works.
📋
W2
Wages & withholding
📋
1099-NEC
Commission income
📋
Commission Statements
Broker breakdowns
📋
Professional Dues
Memberships & licenses
📋
E&O Insurance
Liability premiums
📋
Marketing Receipts
Ads, mailers, signage
📋
Mileage Logs
Business vehicle miles
📋
Technology Bills
CRM, software, phone
Pricing
Simple, transparent pricing.
One setup fee. One low monthly rate. Cancel anytime.
$497
one-time setup
then $97/month until cancelled
✓ W2 & 1099 document analysis
✓ Schedule C-ready summaries
✓ Missed deduction flagging
✓ Unlimited AI chat Q&A
✓ Use anytime — not just tax season
✓ Cancel anytime from your Stripe portal
Secure checkout powered by Stripe

⚠️ TaxDocTool is an AI-powered tool and may make mistakes. Always verify your documents independently. This tool does not constitute professional tax advice. Documents uploaded are processed by Anthropic's AI API. Do not upload documents containing Social Security Numbers or full tax returns.