Proof exists somewhere, but not where the books need it.
Tax-ready records, before tax season
Tax season starts long before you file.
Taxnify is pre-accounting document automation for businesses, accountants, and freelancers. It collects receipts, invoices, statements, and payment proof, reads the key fields, organizes files by company and month, and shows what is still missing before tax season or month-end review becomes urgent.
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Supplier PDFs hide across email threads, downloads, and folders.
Statements show spending, but not the document behind it.
Closing becomes back-and-forth instead of a confident handoff.
The moment every owner knows
The deadline is close. The documents are everywhere.
Receipts sit in chats and camera rolls. Supplier invoices hide in email. Card statements do not explain what was actually bought.
What breaks first
Missing receipts
Transactions appear on the statement, but the proof is not where anyone expects it.
Buried invoices
Important PDFs are spread across inboxes, downloads, shared drives, and messages.
Unmatched payments
Bank, card, and PayPal lines need proof before month-end can close cleanly.
Taxnify changes the order
Find the paperwork before tax time does.
Taxnify collects, reads, sorts, and matches financial documents while the year is still moving, so missing proof surfaces early.
Tax-ready snapshot
April closing
- Receipts matched
- 128
- Transactions needing proof
- 6
- Invoices organized
- 94%
Accountant export can be prepared when the missing proof is resolved.
Important distinction
Taxnify prepares the proof. Your accountant files with confidence.
Taxnify is not trying to replace tax filing software or professional tax advice. It handles the document intelligence before that moment: collecting, reading, organizing, matching, and surfacing what is still missing.
Pre-accounting document intelligence
A workspace for turning scattered financial paperwork into sorted, searchable, accountant-ready records.
A tax-return filing tool
It prepares the proof, archive, and handoff your accountant needs before the actual filing work begins.
The outcome
Scattered files become accountant-ready records.
Not just uploaded. Understood, organized, matched, and ready for the person who has to close the books.
Capture
Upload PDFs and photos, scan receipts, or let connected mailboxes bring invoices and statements into one queue.
Extract
OCR and AI-supported processing identify dates, totals, VAT, vendors, invoice numbers, and payment clues.
Organize
Documents receive consistent names and land in a company, year, month, and document-type archive.
Match
Monthly bank, card, and PayPal reports are compared against stored proof to reveal missing or unmatched items.
Accountant handoff
Give your accountant the records, not the mess.
Instead of sending a folder and hoping everything is inside, hand over organized months, matched proof, and a short list of what still needs attention.
01
Monthly archive
Company, year, month, and document type stay consistent across every file.
02
Matched proof
Receipts and invoices are connected to the transactions they explain.
03
Missing-document list
The open questions are visible before closing becomes urgent.
04
Export-ready records
Prepared records can move into accountant review without another round of sorting.
See what is ready, and what still needs proof.
Upload bank statements, credit card statements, PayPal reports, or other transaction exports. Taxnify compares them with stored invoices and receipts to highlight gaps faster.
Explore the workflowPayment matchedOK
Receipt missing!
Invoice archivedOK
Transaction unmatched!
Document intake
Bring financial proof in from the places it already lives.
Taxnify is strongest when documents arrive continuously, not only when the deadline is already close.
Email
Invoices from inboxes
Supplier PDFs and financial emails can move into one review queue.
Mobile
Receipts from the moment
Capture receipts before they disappear into camera rolls or chats.
Upload
PDFs, scans, and photos
Drop existing documents into a structured processing workflow.
Reports
Bank, card, and PayPal lines
Use transaction exports to reveal which payments still need proof.
Invoices
Created invoices
Keep outgoing invoices connected to the same accounting document archive.
Built for the people who close the books
Less chasing for owners. Cleaner files for accountants.
Whether you manage one company or many clients, Taxnify creates a cleaner path from financial paperwork to organized records.
Less admin pressure
Keep invoices, receipts, statements, and financial emails under control as documentation grows.
Cleaner client files
Reduce chasing, sorting, and missing-document follow-up across recurring bookkeeping work.
Simpler financial organization
Upload receipts on the go and keep documents ready for tax and accounting review.
Before and after
Replace the tax-time scramble with a living record system.
The shift is simple: do the document work while the year is happening, instead of reconstructing the year at the end.
- Receipts live in chats, drawers, and camera rolls.
- Invoices are buried across inboxes and downloads.
- Bank lines wait for manual explanation.
- The accountant has to chase for proof.
- Documents are captured into one finance workspace.
- Key fields are read, named, and organized consistently.
- Transactions are matched against stored proof.
- The missing-proof list is visible early.
Outgoing invoices stay connected to the proof around them.
Taxnify is also a digital invoice workspace, so created invoices can live beside receipts, statements, and archived financial documents.
Capture paperwork before it disappears.
Upload documents, review invoices, monitor payments, and manage accounting tasks from your smartphone.
Designed for sensitive accounting records.
Permissions, encryption, activity visibility, EU hosting, and GDPR-conscious handling support serious finance workflows.
Role-based access
Encrypted document handling
Audit-friendly activity history
EU hosting and GDPR-conscious workflows
Start before the scramble
Walk into tax season with the proof already in place.
Start free, invite your accountant or team, and let Taxnify organize the documents that slow down bookkeeping.