Tax-ready Schedule C CSV
Receive each client’s organized expense output in a format your team can move into its existing workflow.
For accounting firms
Smart Storage for accounting firms.
Give your team back the hours currently spent sorting receipts, chasing missing documents, and assembling evidence — with a client workflow that turns incoming files into organized output.
The handoff
Client documents
Validated records
Schedule C + evidence
The problem
Receipt-sorting hours are not where your firm should spend its attention.
Every client who sends a mixed folder of receipts creates a small operations project: identify the documents, find the missing context, normalize the details, and preserve the evidence. Multiply that by a busy book of 1099 and self-employed clients, and the sorting becomes a recurring labor cost.
Smart Storage gives that work a repeatable path before it reaches your team.
What your firm gets
A cleaner client handoff, with room to keep your margin.
Organized audit-evidence ZIP
Keep the source evidence grouped and accessible alongside the structured results, without another sorting project.
Adoption tracking
See which clients have started, what has come in, and where your team can follow up before the deadline pressure arrives.
Your firm keeps the margin and the client relationship.
How it works
Give every client a structured path into your firm.
1
Provision a co-branded intake link
Share one firm-branded link with your clients so each enrolled account is connected to your firm from its first upload.
2
Add annual client seats
Buy the capacity your firm needs, bundle it into your intake fee, keep your margin, and lock in a founding-partner introductory rate for your term.
Security & trust
Built for sensitive documents and careful firms.
- Commercial, paid APIs are used for processing.
- Customer data is not used to train models.
- Row-level security keeps organizations isolated.
- Data is retained briefly for the workflow, then deleted according to the system’s retention policy.
- Smart Storage is an organization tool — not tax advice and not a substitute for Circular 230 judgment.
Partner with us
Tell us how your firm works today.
We’ll help you provision the right seat capacity and co-branded intake workflow for your firm.