Cowork Tax Prep Organizer helps you sweep your folders and downloads for tax documents and build a CPA-ready package. It creates a checklist by form type, renames and organizes files into a clean structure, generates a missing-document chase list, and flags items worth asking your accountant about. It focuses strictly on organization rather than computing taxes or giving tax advice.
Key Features
taxes
organization
documents
finance
Privacy & Security
Data Collection
This tool follows industry-standard security practices and only collects data necessary for functionality.