How it works
After you pay, the file drop works like this.
1
You drop PDFs, JPGs, or PNGs
2
Software sorts each page by type
3
Pages land in the right category
4
You download the Organized PDF
5
The originals are erased when the packet is done. Nothing is stored or saved.
File drop opens after purchase. It is not on this page today.
Sections in the packet
Supplied documents land in these categories.
- IncomePay stubs, W-2s, and 1099s.
- Bank & accountsChecking, savings, and statements.
- PropertyA deed or title, and a mortgage statement.
- DebtsCredit cards, an auto loan, and other loan statements.
- TaxesA Form 1040 and W-2 copies.
- UnsortedAnything that doesn't fit a section. It still goes in the packet.