Tax Readiness Navigator
Go from scattered tax docs to a CPA-ready packet.
This demo does not file taxes. It helps a user collect documents, organize by household member, and export a clean packet for a tax professional or filing partner.
Readiness score
0%Complete
0Received
0In packet
The packet only includes checklist items marked received and included.
Readiness checklist
Assign each item to taxpayer, spouse, dependent, household, or business. That controls the exported folder structure.
File management
Drop coming next. For now, click upload and select one or more files. Filename matching will auto-attach common forms.