For accounting firms
Client documents filed by entity and fiscal year
Tax returns, financial statements, and client documents auto-filed by client and period. Import years of email attachments in minutes.
The document mess accounting firms teams know too well
- Chasing clients for documents that arrive as email chaos
- Manual re-filing of the same document types every season
- No single searchable home for a client's history
How File AI helps
Your files organize themselves — you just search
Auto-file by client & period
Documents are organized by entity and fiscal year the moment they arrive — busy season without the filing tax.
Import years of attachments
Connect a client mailbox and backfill years of statements and receipts, organized automatically.
Draft from plain English
Generate formatted workpapers and summaries from a prompt, grounded in the client's own documents.
Documents File AI organizes for you:
Tax returnsFinancial statementsReceipts1099s & W-2sBank statementsWorkpapers
Put accounting firms documents on autopilot
Start free — upload a few files and watch File AI read, name, and file them for you.
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