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I'm an Individual

Student, employee, freelancer, or work permit holder. Organize your tax documents and share with your accountant.

📸 Snap receipts 📝 Tax quiz 📋 Auto-checklist 🤝 Share with accountant
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I'm an Accountant

CPA, tax preparer, or bookkeeper. Manage clients, review documents, generate checklists from quiz responses.

👥 Manage clients ✅ Validate documents 📋 Smart checklists 📦 Bulk export
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