Features

Tools around your form dock

Everything supports clearer tax-form organization and planning notes.

Keep wage statements, interest summaries, and worksheets in labeled slots.

Get suggested form types that often appear together. You confirm what applies.

Mark what you still need so nothing stays buried in email threads.

Separate packs by tax year for cleaner comparisons later.

Optional profiles when more than one person shares the review workflow.

Attach short reminders about each document while context is fresh.

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

Bring in common document uploads to speed up setup.

Try the dock with your documents

Request access for a short trial period.