Tax Season, Done in Seconds
– Receipts & Invoices, Ready for Tax Filing
Tax Season Special – Save Up to 79% OFF
Cut hours from tax prep. Pull key data from receipts and invoices straight into Excel, and get filing-ready faster – with Tax Season savings of up to 79%.
Accurate tax data starts with receipts & invoices
– Making tax filing easier, faster, and more accurate.
Scan receipts and invoices, extract and verify tax data, and export clean, tax-ready results to Excel through a simple mobile-to-desktop workflow.
Scan receipts and invoices on mobile or upload files on desktop – both support direct data extraction, with optional cross-device sync.
Automatically extract tax data from receipts and invoices, including merchant, date, currency, tax amount, subtotal, and total.
Verify extracted fields with a single click by jumping directly to their locations in the original document, ensuring accuracy for tax filing.
Export verified receipt and invoice data directly to Excel, and securely store the original documents in the cloud by type.
More than receipts & invoices –
complete PDF tools for tax season.
Go beyond receipts and invoices with a full set of PDF tools built for tax season.
Fill and sign tax forms digitally to complete filings without printing or scanning.
Edit, annotate, and organize receipts, invoices, and tax PDFs for review and collaboration.
Combine receipts, invoices, and tax forms into organized, secure files by tax year or category.
Convert PDFs to Excel, Word, or image formats, and compress files to meet tax platform requirements.
Tax season special offers:
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Tax Filing Tips
How to organize tax documents.
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Personal information for everyone included on your tax return.•Full names and Social Security numbers (SSNs), or Tax Identification Numbers (TINs) for all individuals on the return.•Bank routing and account numbers for tax refund payments.•A 6-digit IRS Identity Protection PIN (IP PIN) to help prevent unauthorized use of your SSN.
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Tax forms that report your income.•Form W-2 – for wages from an employer.•Form 1099-G – for unemployment compensation.•Form 1099 series – for self-employment income or other reportable income.
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Tax deduction documents.•Form 1098 series, including: 1098 – Mortgage Interest Statement. 1098-C – vehicle donation valued at more than $500. 1098-E – student loan interest payments. 1098-T – Tuition Statement for education expenses.
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Receipts for deductible expenses.•Childcare and qualified education expenses.•Charitable donation receipts.•Medical and dental expense records.
Step 1. Take photos or scan all relevant cards, certificates, and personal documents.
Step 2. Combine the images into a single PDF to keep your personal information clearly organized.
Step 3. Password-protect the PDF and store it securely for easy access and sharing.
You're now set for a smooth, stress-free tax season!
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Personal details of everyone covered in your tax return
Step 1. Check your mailbox and gather all tax documents related to your income from employers or other payers.
Step 2. Digitize your paperwork – save and convert all electronic files into PDFs.
Step 3. Merge all PDFs into a single file and tag key information as needed. Optional: Password-protect the file to secure sensitive information.
You’re now set for a smooth, stress-free tax season!
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Tax forms that report your income
Step 1. Photograph all relevant cards and certificates.
Step 2. Create a personal information profile (PDF) from the images.
Step 3. Password-protect the PDF and save it to the cloud for secure storage and easy sharing.
Get ready for a simpler, more efficient tax season.
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Tax deduction documents.
Step 1. Scan paper receipts on mobile or upload digital receipts on desktop.
Step 2. (Optional but Recommended) Automatically extract key fields – merchant, date, tax amount, and total – and export the data to Excel for easy calculation and reporting.
Step 3. Merge receipts or organize them by tax year or category, compress files, and store them securely locally or in the cloud.
You’re now ready for a hassle-free tax season!
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Receipts for expenses related to tax deduction items.
IRS Forms Templates Free Download.
Form 1040
U.S. Individual Income Tax Return filed annually by U.S. citizens or residents.
Form W-9
Request for Taxpayer Identification Number (TIN) and Certification, used to provide a TIN for reporting payments on an information return.
Form W-2
Wage and Tax Statement. Employers must file Form W-2 for each employee whose wages, Social Security, or Medicare taxes were withheld.
Form 1099
Form 1099-MISC is used to report rents, royalties, prizes and awards, and other fixed or determinable income.
More detailed tips about filing taxes.
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