Cowork Tax Prep Organizer

OneWave-AI

Cowork Tax Prep Organizer

Sweep your folders for tax documents, organize them by form type, and build a CPA-ready package.

New tool
0 downloads
Free

About

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.

Information

DeveloperOneWave-AI
Version1.0.0
PriceFree
Ratingeveryone
LanguagesEnglish

Actions

  • Organize my tax docs from folder
  • What am I missing?
  • Build my checklist
  • Anything my CPA should see?