Scope of service

What Docs2books does, and what it does not.

Last updated October 29, 2026.

What it does

Stores the documents you add, reads them, and files them by type, year and person.
Picks out dates, amounts and names, and lets you search every word.
Builds a tax-year packet and checklist, accountant links, a simple money ledger and date reminders from what you file.

No advice. It is not a tax preparer, accountant, bookkeeper or law firm, and does not give tax, legal or financial advice.
No guarantee a field is right. Reading can be wrong, especially on photos and handwriting. Check each field before you rely on it.
No complete list of what you owe the IRS. The checklist shows forms you had last year. A form that is new this year will not be on it.
Not your accounting system. The ledger totals what you filed. It is not a full set of books and does not file anything with any agency.
Reminders are a help, not a promise. Dates come from the documents. Keep your own calendar for anything that cannot be missed.
Not a stand-in for originals. Keep the paper originals of IDs, titles, deeds and anything with a raised seal.