Automated Intelligence

Your Inbox,
Automatically Sorted.

TaxFort uses proprietary AI classification to instantly identify, rename, and organize every document you upload. Stop manually filing and start resolving.

How it Works

Secure Upload to Inbox

All incoming files land in your encrypted Inbox first, awaiting processing.

AI Classification

Our engine scans metadata and document structure to detect year, doc type, and taxpayer.

Categorized Storage

Documents are renamed and moved to structured folders (e.g. 2024 / W2).

Folder Structure Layout

/ individuals / taxpayer-uuid /

Inbox / (Raw uploads land here)

└── upload_2025-02-20_abc123.pdf

processed /

2024 /

W2 /

W2_John_Doe.pdf

1099 /

... Bank_Statements, Receipts

Final / (10-Year WORM Locked)

The Intelligent Advantage

Why top practices are moving to AI-first organization.

Zero Manual Filing

AI handles the naming and organization, saving staff 40+ hours per month.

Deduplication

Automatically detects duplicate uploads and maintains version history.

OCR Integration

Recognizes text within scans and images for deep metadata tagging.

Instant Search

Search through millions of documents by taxpayer name, EIN, or year instantly.

Client Isolation

Strict sharding ensures no data leakage between different taxpayer directories.

Audit-Ready

Every move made by the AI is logged and verifiable by administrators.