Snap or upload your tax records. Stay organized by quarter. Export a CPA-ready Excel file.
Aisolotax helps freelancers, consultants, creators, and 1099 workers turn receipts, invoices, PDFs, and images into a cleaner quarterly tax workflow — as easy as taking a picture or uploading a file.
Take a picture, upload a PDF, or add supporting documents. AI-assisted extraction helps process supported PDFs and image files.
Upload supported PDFs and image files in seconds without rebuilding everything in a spreadsheet.
AI-assisted extraction helps identify vendor, date, amount, tax, and category details from each upload for faster review.
Track what has been uploaded, processed, reviewed, corrected, or exported before quarter-end deadlines hit.
See the workflow instead of reading about it
Aisolotax is designed to feel like a guided tax folder: upload records, review what matters, lock the cleanup, and export a CPA-ready package when you need it.
Receipts, invoices, PDFs, and supporting records enter one organized intake flow.
Fields like vendor, date, amount, document type, and category become easier to confirm.
Review-safe corrections help prevent repeated cleanup work on the same document.
Download a CPA-ready Excel package with cleaner income, expense, and supporting records.
See the workflow before you start.
Aisolotax is designed around a simple self-employed workflow: capture records, review what matters, organize the quarter, and export cleaner records when it is time to work with your tax professional.
Take a picture, upload a PDF, or add supporting records when they come in.
AI-assisted extraction helps surface supported record details for review.
Keep income, expenses, documents, and readiness signals easier to follow.
Download cleaner records when it is time to work with your tax professional.
The goal is not more data entry. The goal is cleaner handoff.
When your records are ready, export an Excel package designed to help you bring organized income, expenses, summaries, and document details to your tax professional.
See what changed this week before tax pressure builds
Aisolotax is designed to help you stay aware without logging into spreadsheets every week. Your weekly summary can highlight uploaded documents, review items, quarter readiness, and reserve signals so you know what still needs attention.
A weekly reminder should make the workflow feel lighter: fewer surprises, less memory work, and a clearer path toward CPA-ready records.
See what you get every quarter
AI Solo Tax combines dashboard visibility, CPA-ready export, and weekly tax updates so freelancers can stay organized before quarter-end pressure builds.
From uploaded documents to a cleaner tax workflow
Aisolotax is built around a simple idea: upload your records, review what the system organizes, and keep moving toward a cleaner CPA-ready export.
Demo asset coming next: a short product walkthrough showing the upload, review, quarterly readiness, and export flow.
Add receipts, invoices, PDFs, and supporting tax documents in one place.
See extracted fields, categories, document status, and quarterly readiness signals.
Download a CPA-ready Excel file instead of rebuilding your records from scratch.
Built for sensitive freelancer records with verification signals
Your tax records can include receipts, invoices, mileage notes, client payments, and other sensitive documents. Aisolotax uses a controlled intake workflow designed to process supported documents, track verification signals, and help reduce unnecessary exposure of original files.
Supported files move through a structured processing path instead of sitting as loose paperwork across folders, inboxes, and screenshots.
Secure Intake status, signature validation, and proof-related metadata help support a more accountable document workflow.
The system tracks whether the original document remained protected during the secure intake process.
Secure AI Intake is part of Aisolotax's long-term roadmap toward an enterprise-level Security API foundation for sensitive document workflows.
Built to give self-employed workers time back.
A note from the founder on why Aisolotax exists — to make stressful tax workflows feel lighter, clearer, and easier to manage.
I created Aisolotax because I believe today’s technology should reduce the pain people feel around important but stressful workflows.
For freelancers, consultants, creators, and 1099 workers, tax preparation often becomes difficult because the process is scattered. Income is in one place. Expenses are somewhere else. Receipts and documents are buried across folders, emails, apps, and screenshots.
Aisolotax is built to make that workflow easier. Upload your documents, let the app help organize income and expenses, understand your quarterly picture, and download a CPA-ready Excel file when you are ready to work with your tax professional.
The goal is simple: reduce the cleanup work, organize the records, and give you more time back for life outside of tax paperwork.
I am an independent developer with over 12 years of experience building workflow systems for a major global imaging company. That experience shaped my belief that software should reduce friction, organize complexity, and give people time back.
Aisolotax does not replace professional tax advice. It helps you stay organized, see where you stand each week, and prepare cleaner records for your tax professional.
Aisolotax is built for quarterly document readiness — not every finance job
The most-used tools in this space are strong for bookkeeping, invoicing, mileage, payments, deductions, and filing. Aisolotax is focused on a narrower pain: helping freelancers organize quarterly records and export cleaner CPA-ready files without rebuilding spreadsheets.
Quarter document readiness + CPA Excel export
Not a full bookkeeping or filing suite
Bookkeeping, reports, invoices, mileage
Can feel broader than needed for simple CPA handoff
Invoicing, expenses, receipts, projects
Less focused on quarter-specific CPA export readiness
Mileage, deductions, tax estimates
Less focused on secure document package workflow
Tax filing and expert support
More filing-focused than document-readiness focused
Scorecard reflects fit for quarterly freelancer document readiness, not overall accounting, tax filing, payroll, payments, or bookkeeping capability.
Questions self-employed workers usually ask before getting organized
Aisolotax is built to help you prepare cleaner records before tax time. It is not tax filing software, and it does not replace your tax professional.
No. Aisolotax helps you organize tax-related records, review supported documents, and prepare cleaner information before working with your tax professional.
No. The workflow is designed to reduce spreadsheet cleanup by helping you upload records, review details, and export a CPA-ready Excel file when needed.
You can upload receipts, invoices, PDFs, images, and supporting documents. AI-assisted extraction helps process supported PDFs and image files.
No. AI-assisted extraction can help organize supported records, but you should review important details before relying on them or sharing records with your tax professional.
Aisolotax is built for freelancers, consultants, creators, side-hustle operators, and 1099 workers who want a clearer quarterly tax-record workflow.
You can export a CPA-ready Excel file designed to make your records easier to review, organize, and hand off to your tax professional.
Q2 ends June 30. Get organized before the quarter closes.
Use the end of the quarter to see what came in, what went out, and what documents still need review. The earlier your records are organized, the easier the CPA-ready handoff becomes.
Built to replace the quarter-end cleanup scramble
Stop hunting through folders, retyping receipt data, and guessing what still needs attention. Keep document status, extracted details, and quarterly readiness together in one workflow.
Stop rebuilding every invoice or receipt line by line in a spreadsheet.
See which documents are still unreviewed, failed, corrected, or ready to export.
Keep corrected values protected instead of rechecking the same documents repeatedly.
Designed for real freelancer workflow
This is a focused operations layer for solo earners who need better document readiness, supported file extraction, and cleaner quarterly records without a bloated accounting suite.
See whether your records still need attention before deadlines get close.
Once a document is reviewed or corrected, your cleanup stays protected.
Process supported PDFs and image uploads faster instead of repeating the same work one file at a time.
Export document and extracted fields in a format that is useful for reconciliation and accountant handoff.
Download a structured Excel package with income, expenses, summaries, and supporting records formatted for accountant review.
Focused on tax document readiness, not accounting bloat
This is built for freelancers and 1099 earners who want a cleaner quarterly document workflow. It helps you organize records, review extracted details, and stay prepared without turning into a full bookkeeping platform.
Simple pricing for freelancers who want cleaner quarterly tax workflow
Choose the plan that fits your upload volume and extraction needs. Upload supported PDFs and image files, review AI-assisted extracted details, and keep your quarterly records organized without spreadsheet cleanup.
Best for first-time users who want to upload a few documents, review extracted details, and see how the system works before committing.
The core plan for staying organized each quarter, correcting records, and exporting structured data when you need it.
Built for independent operators who process more paperwork and want a faster, cleaner workflow across the quarter.
Upload your first PDF or image file, review the extracted details, and see what still needs attention in minutes.
Built for freelancers, consultants, creators, and 1099 earners.
Aisolotax helps solo workers turn scattered receipts, invoices, PDFs, images, and supporting documents into a cleaner quarterly workflow — so records are easier to review, organize, and export when it is time to work with a tax professional.
Receipts, invoices, and client payments organized into one quarterly workflow.
Keep income, expenses, invoices, and supporting files easier to review.
Organize gear, subscriptions, receipts, and payment records.
Upload receipts, mileage notes, and supporting documents as the quarter moves.
Track shipping, supplies, platform fees, and supporting expense records.
Download cleaner Excel records when it is time to work with your tax professional.
These examples represent common solo-worker workflows. Aisolotax does not provide tax advice, file taxes, or replace a tax professional.