Collect tax docs, deductions, income notes, filing checklist, reminders, and exports.
Packets
2
Review
1
Done
1
Owner
Support admin
Tax organizer desk
Collect tax docs, deductions, income notes, filing checklist, reminders, and exports. Use modes, records, controls, privacy, and permissions from one responsive workspace.
Tax organizer desk
Records
3
Platforms
3
Quality
4.6
Readiness
Mobile layout ready
Desktop shortcuts ready
Tablet split view ready
Offline/local draft state ready
Smart command bar
One place for create, sync, review, export, and approval actions.
Install lifecycle
3 of 5 checks ready · 1.0.0 · Live
Discover
Permission review
Install approval
First run
Support ready
Next actions
Review selected · Support
Review selected
Income docs is focused for Support.
Request approval
Support needs approval before changing records.
Share handoff
1 review item and 2 active items.
Export snapshot
Anslation Tax Organizer snapshot includes records, access, privacy, and audit state.
Device readiness
Supported surfaces and fallback previews stay visible together.
Web
Native route ready
Mobile
Touch controls ready
Workspace
Policy aware
Automation playbooks
Smart background routines for approvals, summaries, cleanup, and owner follow-up.
Approval guard
Checks permission changes before tax packet updates.
Daily digest
Sends tax packets and review summary to owners.
Smart cleanup
Finds stale tax packet records, duplicate items, and missing owners.
Audit trail
Anslation Tax Organizer workspace opened
1 review checks in queue
3 tax packets indexed
Collected tax document
Updated deduction note
Exported filing packet
tax packets board
3 of 3 shown · Docs
Ready templates
Start with a filled tax packet and edit it in the side panel.
Tax packet starter
Draft · Medium
Anslation Tax Organizer starter with owner, status, tags, next action, and review note ready to edit.
Tax packet checklist
Active · High
Readiness checklist for Anslation Tax Organizer: access, data, review owner, due date, and export handoff.
Tax packet review
Review · High
Anslation Tax Organizer review packet with decision, risk note, reviewer, and final action.
Income docs
Income document checklist with owner, received status, and filing packet readiness.
High
Finance
Review
Deduction notes
Deduction tracker with receipt labels, category notes, and accountant handoff.
Medium
Self
Draft
Filing packet
Archived filing export with selected documents and confirmation checklist.
Low
Finance
Exported
Income docs
Finance · Review
Income document checklist with owner, received status, and filing packet readiness.
Edit record
Comma separated
Collected tax document
Updated deduction note
Exported filing packet
Income docs
Income document checklist with owner, received status, and filing packet readiness.