Your tax papers, organized all year

Your taxes, ready before tax season.

Snap a photo, forward an email or upload a file. We read each document, put it where it belongs, tell you what's still missing and remind you before every deadline. When it's time, your preparer gets everything in one package.

Free to start. In English and Spanish. Your documents are encrypted and never sold.

How it works

Three steps, then you're done worrying.

No forms to fill in, nothing to learn. Send things as they show up, and taxvak keeps the year in order.

1

Send documents any way you like

Take a photo with your phone, upload the PDF, or forward the email it came in to docs@taxvak.com. January or July, whenever it arrives.

PhotoUploadEmail
2

We read them and sort them

We read each form, pull out the numbers that matter and check it off your list. If something looks unclear, we ask you to take a quick look.

3

Your preparer gets a ready-to-file package

One download with every document, a clear summary and an index. Send it with a private link, or use it with the tax software you already use.

What it catches

The things that cause April surprises.

taxvak knows what your year looks like, so it can tell when something doesn't add up.

The 1099 you forgot about

We remember who sent you forms last year. If one hasn't shown up this year, you'll know in February — not after you've filed.

“Harbor Credit Union sent you a 1099-INT last year. Has this year's arrived?”

Quarterly payment deadlines

Work for yourself? We remind you before each quarterly payment and show an estimate of what to set aside, based on last year's tax.

Jan 15 · 4th-quarter payment · about $1,150 (estimate)

Married? Joint or separate

Most couples file together, but sometimes separately makes sense — income-based student loans, a spouse's old tax debt, living apart. We point it out so you can ask your preparer.

“Worth comparing: your student-loan payment is based on your income.”

Pricing

Start free. Upgrade for the whole season.

One price for your whole household, for the whole tax year.

Free

$0

To get organized

  • A checklist made for your year
  • Reminders by email before every deadline
  • Up to 10 documents
  • Download your ready-to-file package
Start free
Most households

Tax year

$39 / tax year

For the whole season, start to finish

  • Everything in Free
  • Unlimited documents
  • Reminders by text message, too
  • Share with your preparer by private link
  • Your spouse's and dependents' documents, kept apart
Get started

One payment covers your household for the whole tax year. You can download or delete everything at any time.

Your privacy

Your documents stay yours.

Tax papers are some of the most private things you own. We treat them that way, and we put it in writing.

Read the privacy policy →

  • Encrypted, alwaysYour files are encrypted when they travel and while they're stored.
  • Never sold, never reusedWe don't sell your information, and we don't use it for anything except organizing your taxes.
  • Shared only when you say soYour preparer sees your documents only after you give your consent and send the link. You can take it back any time.
  • Yours to take or deleteDownload everything whenever you like. Delete your household and every document goes with it.
Questions

Straight answers.

Does taxvak file my tax return?

No. taxvak gets everything ready; you or your preparer file the return. Filing stays with the people and software you already trust.

Is this tax advice?

No. We organize your documents, point out things worth asking about, and show estimates clearly labelled as estimates. Decisions about your return belong to you and your tax professional.

Does it work in Spanish?

Yes, all of it: the website, the app, your checklist, reminders and emails. The package comes in both languages, so any preparer can read it.

Can I add my spouse's documents?

Yes. Add your spouse and dependents to your household and every document is tagged to the person it belongs to — so filing jointly or separately are both easy.

I file with tax software myself. Does it still help?

Yes. The package is plain files — your original documents, a summary and a spreadsheet index — so it works with any tax program, or with any preparer.

What happens to my documents after tax season?

We keep them for 3 years by default — about how long the IRS usually has to ask questions about a return — unless you delete them sooner. Deleting is a button, not a request.

Who can see my documents?

Only you, and anyone you choose to share with. Sharing needs your explicit consent each time, and you can remove access whenever you want.

Start this year organized.

Your checklist takes two minutes. Add documents whenever they show up.

Start free