Drop it in.
It files itself.
Tax forms, statements, deeds and receipts, read and filed in seconds. Ready when your accountant asks.
Free for your first 50 papers. No card needed.
- Read on your device
- Encrypted at rest and in transit
- Two-step sign-in
- Your files never train AI
- Export everything, anytime
Three steps. You do the first.
Drop
Drag in files, snap a photo with your phone, or forward an email to your cabinet's own address. Any document, any order, a whole folder at once.
Read
Each page is read right on your device, even a phone photo of a crumpled receipt. Social Security and account numbers are masked before anything is kept.
Filed
Named, sorted by type, year and person, and searchable by any word on the page. Anything unsure waits for a ten-second check.
Tax season, handled.
Every W-2, 1099 and 1098 lands in its year. A checklist compares this year with last year, so a missing form shows up before you file, not after.
When you are ready, send your accountant one link. They see that year's papers, nothing else, and you see every download.
Never miss a renewal.
Passports, insurance, registrations and leases carry dates. Docs2books catches them, emails you 30 days and 7 days ahead, and tells you when old tax papers are safe to shred.
Your money, added up.
Amounts from receipts, checks and bills roll into a simple ledger by category, with money in and money out for the year. Separate totals for each person, business or rental. Export a year to a spreadsheet in one click.
Storage keeps files. We read them.
| Feature | Regular cloud storage | Docs2books |
|---|---|---|
| Search inside scanned pages | Some plans | Every plan |
| Names files for you | No | Yes |
| Files by type and year, no approval step | No | Yes |
| Pulls totals, dates and payers | No | Yes |
| Tax packet for your accountant | No | Yes |
| Renewal and shred-by reminders | No | Yes |
Two plans. That's the menu.
Both do everything. Free holds 50 papers for one person. The paid plan holds them all, for up to five people.
Both plans include
- Files itself by type, year and person
- Search inside every scanned page
- Tax packet and missing-forms checklist
- A link for your accountant
- Renewal and shred-by reminders
- Your own forwarding email
- Money: a simple ledger with CSV export
- Export everything, anytime
Start free, no card. Upgrade from Settings when you pass 50 papers or want family in. Cancel whenever; your files stay readable and exportable, free.
Renting to tenants? PM Keeper, from the same team, runs leases, rent and records for landlords.- 50 papers freeEverything it does, no card
- $7.99 a month after thatOr $79.90 a year, for up to five people
- Leave whenever you likeYour files stay readable and exportable, free