Features

Tools along the strip

Each piece supports clearer form organization — kept intentionally light.

Form strip workspace

Line up wage statements, interest summaries, and worksheets in labeled slots.

Core

AI checklist drafts

Suggested form types that often travel together. You confirm what applies.

Assist

Open-item tracker

Mark what is still missing so nothing hides in inboxes.

Track

Year shelves

Separate packs by tax year for cleaner later comparisons.

Organize

Household profiles

Optional profiles when more than one person shares the workflow.

People

Note slips

Attach short reminders while context is still fresh.

Notes

Advisor-ready export

Share a clean overview when you want a second set of eyes.

Export

PDF & image helpers

Bring in common uploads to speed up the first pass.

Import

Try the strip with your documents

Request access for a short trial period.

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