Your Financial Documents,
Securely Organized.
AI instantly classifies every upload. Accountants mount your Safe as a local drive. Final documents are locked for 10 years — permanently immutable.
Trusted by early accounting firms & taxpayers
Your Safe
10-Year Immutable Vault
250 Files
Secure Capacity
4
Invited CPAs
98
Documents
AI Auto-Sorting
"Zero manual filing."
Every upload lands in your Inbox and is instantly classified, renamed, and moved into year + category folders.
Virtual Drive for Accountants
"Feels like a local folder."
Your CPA mounts your Safe as a drive on their computer and works directly with your documents — with strict client-by-client access.
Immutable Final Vault
"Once Final, forever locked."
Documents you mark as Final are stored with 10-year WORM protection. Auditors see the exact original version — always.
Connect Your Safe
As a Local Drive.
Experience the desktop app right here. TaxFort Safe mounts your cloud storage directly to your computer. No syncing, no waiting — just your files, exactly where you need them.
Instant Mount
Connects in seconds using secure FUSE technology.
End-to-End Encryption
Files are decrypted only in your local memory.
Native Explorer Integration
Works with Windows Explorer and macOS Finder.
TaxFort Safe
Enterprise-grade secure drive access
Your Bank Data + Documents,
Automatically Connected.
AI instantly matches your Plaid transactions to the right receipts, W-2s, and invoices. Approve in one click and hand your CPA a perfectly organized Safe.
Automatic Matching
Every bank transaction is scanned against your uploaded documents. AI suggests the best match with confidence score.
One-Click Approval
Review and approve matches in seconds. Your approved links stay perfectly organized for tax time or your accountant.
Ready for Your CPA
When you invite your accountant, they see every approved link — making their job faster and your tax return cleaner.
Choose Your Safe.
Secure, AI-organized storage for your personal tax records.
Client Connect
Personal Tax Safe
- Access to invited firm safes
- No personal safe required
- Secure document sharing with your CPA
- Free with a firm access code
Basic Safe
Personal Tax Safe
- AI Auto-Sorting
- Virtual Drive Access
- Source Document Versioning
- 10-Year Final Lock
Pro Safe
Personal Tax Safe
- Everything in Basic
- Priority AI Processing
- Unlimited Invited CPAs
- Advanced Audit Logs