Built for whole firms, not just seats.
Everything the scanner does today, wrapped in a shared workspace: your whole team on one account, credits pooled, client documents kept where only the right people can see them. We’re building it now — here’s what’s coming.
Set up an individual account today — it becomes your organization’s workspace the day this ships, with nothing to migrate.
What’s coming to organizations
The scanning you already trust, plus everything a firm needs to run it as a team.
Multiple users
Invite your whole team onto one account. Everyone works from the same shared pool of scan credits — no juggling separate logins or splitting bills.
Groups
Organise people into teams that match how you actually work — by office, by client book, by season. Manage access once, for the whole group.
Per-user & per-group permissions
Restrict who can see what. A client’s documents stay visible only to the people or groups assigned to them — not the whole firm by default.
Encrypted cloud storage
Keep scanned documents and their extracted data in one place, encrypted at rest. Come back to a return next week without re-uploading a thing.
Client upload portal
Send clients a secure link to drop off their W-2s, 1099s, and receipts themselves. Their uploads land straight in your workspace, ready to scan.
Organization pricing
Volume credit packs billed to a single account, sized for a firm’s season rather than one desk. Pricing to be announced as we get closer.
API pricing
Scan programmatically over the REST API with a Bearer token. It bills from the same scan credits as the app — no separate plan, no per-seat fee.
Pay per page
Billed per page from your shared credit balance — every image and each PDF page counts as one. Pricing to be announced.
Token authentication
Mint a bearer token and call /v1/api/scan. The full request and response schema lives in the API docs.
Organization volume Coming soon
Higher rate limits and volume credit packs billed to a single account, sized for a firm’s API workload. Pricing announced with the launch.
Get a head start
Start scanning on an individual account today. When organizations launch, your workspace and history come with you. Planning a firm-wide rollout or want early access? Email sales@taxdocscanner.com.