Tax document workflow

Keep tax documents findable before the deadline

Collect statements, receipts, invoices, and official letters in one shared folder. Folderling extracts their text, helps you review the details, and keeps the originals ready to search or export.

Folderling robot organizing a stack of household documents

A repeatable four-step routine

From scattered files to a usable tax folder

01 · Collect

Upload PDFs and photos

Add digital statements, PDF invoices, and JPEG or PNG photos of paper receipts, up to 50 MB each.

02 · Review

Confirm the details

Check suggested titles, dates, and tags such as “tax 2026,” “income,” or “expenses.” You decide what is saved.

03 · Find

Search the document text

Look for a payer, amount, reference number, or phrase in reviewed documents instead of remembering a filename.

04 · Hand off

Share or export the folder

Invite a trusted editor to the whole folder, or export reviewed originals with a manifest of titles, dates, and tags.

Folderling robot searching a digital document archive

Useful questions, grounded in your archive

Retrieve the source, not just an answer

Ask a question such as “Which documents mention charitable donations?” Folderling searches related passages and links the response back to the documents it used.

OCR and AI results can be incomplete or wrong. Open the source document and verify amounts, dates, eligibility, and filing decisions yourself or with a qualified adviser.

What Folderling helps with

  • A single searchable archive for the documents you choose to keep.
  • English or German OCR selected at the folder level.
  • Reviewable organization suggestions and portable copies of reviewed originals.

What it does not replace

  • Tax, accounting, or legal advice.
  • A jurisdiction-specific retention schedule or compliance system.
  • Guaranteed OCR, extraction, or answer accuracy.

Know how the folder is shared and exported

Folder members can access the whole folder; Folderling does not offer anonymous public links or per-document sharing. Exports contain reviewed originals and metadata, and are rate-limited. Read the current privacy, deletion, AI-processing, and portability details before adding sensitive records.

Read trust and portability details

Simple pricing

Start with this year's documents

Organize 50 documents free with no credit card required. Continue for $7.99 monthly or $59.99 annually, shown in USD.

Create your tax folder