The AI workspace for your tax documents

The AI workspace for your tax documents

Tax season arrives and the scramble begins. The W2 is in an email from your employer in January. The 1099 is on a contractor portal you forgot the password to. The mortgage interest statement is in another email. The charitable donation receipts are scattered across your inbox. The medical expense receipts are photos on your phone. The home office deduction documentation is in a folder you created last year and reorganised since. Every year, the same panic. Every year, the same two days of email archaeology.

Fabric puts every tax document in one searchable library so April isn't an emergency. Forward documents as they arrive throughout the year. Find any of them instantly when you need them.

Forward year-round, find instantly

Forward every tax-related document to email-to-note as it arrives: W2s in January, 1099s in February, donation receipts throughout the year. Upload from portals. Photograph paper documents on the mobile app. By tax time, everything is already in one searchable library.

AI search finds any document by meaning. "The W2 from my employer" finds it. "Every charitable donation receipt from 2025" finds them all. "The mortgage interest statement" finds it. "All 1099 forms" finds every one.

The AI answers tax questions from your documents

The AI assistant reads all your tax documents. Ask it to pull together every deduction receipt. Ask it to summarise your income across all 1099s. Ask it to find the specific document your accountant requested. It answers from your actual documents with citations.

Annotate with categories and notes

Annotations let you tag documents: "itemised deduction," "business expense," "reported on Schedule C," "accountant needs this." The annotations are searchable, so "every document my accountant needs" produces the complete set.

Share with your accountant

Publish the year's tax documents with password protection. Your accountant gets one clean link to everything they need. No ZIP files. No forwarding chains. Update the collection and the link stays current. See also receipts and invoices.

Organised by year and category

Smart organization tags tax documents by type, year, and source. W2s cluster. 1099s group. Deduction receipts sort by category. Create a space per tax year for explicit separation.

Who uses Fabric for tax documents

Solopreneurs managing business and personal taxes. Freelancers tracking income from multiple clients. Busy moms managing household tax documentation. Anyone who's spent two days searching email the week before taxes are due.

For the broader financial document workflow, see receipts, invoices, and life admin.

Get started

Start forwarding tax documents now. Thank yourself in April. Try Fabric free.

FAQs

Can I search all my tax documents by type?

Yes. AI search finds W2s, 1099s, receipts, and statements by meaning.

Can the AI summarise my deductions?

Yes. The AI assistant pulls together deduction receipts and summarises by category.

Can I forward tax documents from email year-round?

Yes. Forward to email-to-note. Documents are searchable the moment they arrive.

Can I share everything with my accountant in one link?

Yes. Publish with password protection.

Can I photograph paper documents?

Yes. The mobile app extracts text from photos.

Are documents organised by year?

Yes. Smart organization tags by year, type, and source.

Can I annotate with categories?

Yes. Annotations let you tag with searchable categories.

Is my data private?

Yes. Fabric uses AES-256 encryption and is CASA Tier 2 compliant. Your data is never used to train AI models.