Coming soon · Tax season 2027
Tax documents, organized.
TaxDrop turns the pile of photos, PDFs, and screenshots your clients send into a clean, copy-paste-ready worksheet — so tax preparers spend their time preparing, not chasing paperwork.
1Clients snap & drop
One personal link per client. Phone camera friendly. No login, no app.
2AI sorts & extracts
Every document identified, renamed, and its key figures pulled out — with confidence scores and source tracing.
3You copy & file
An Entry Sheet in your software's order, a missing-items list, and a bookmarked binder of originals.
Built for small tax practices. Works alongside TaxAct, Drake, and ProSeries — it never computes tax or files returns.