Form ribbon workspace
Keep wage statements, interest summaries, and worksheets in labeled groups.
Features
Tools along the ribbon
Everything supports clearer tax-form organization and planning notes.
AI checklist drafts
Get suggested form types that often appear together. You confirm what applies.
Missing-item tracker
Mark what you still need so nothing stays buried in email threads.
Year folders
Separate packs by tax year for cleaner comparisons later.
Household profiles
Optional profiles when more than one person shares the review workflow.
Note cards
Attach short reminders about each document while context is fresh.
Advisor-ready summary
Export a clean overview when you want a second set of eyes.
PDF & image helpers
Bring in common document uploads to speed up setup.
Try the ribbon with your documents
Request access for a short trial period.