1
Day 0
Request access and create a simple household profile.
How it works
From scattered papers to a steady pack
A short path designed to feel light — bring the forms you already have.
2
Day 1
Upload or list the tax forms and worksheets you have.
3
Days 2–4
Review AI checklist suggestions and mark what still belongs.
4
Week 2
Save the pack and export a summary if you want a second look.
During your trial
Support that stays practical
1
Short kickoff call
Walk through the stack with a Denver guide at an easy pace.
2
Form labeling help
Get help naming common document groups clearly.
3
First checklist review
Confirm suggestions together before you keep them.
4
English materials
Simple guides for Mountain Time support hours.
Start your trial period
Request access when you are ready.