Available now

Built for whole firms, not just seats.

Everything the scanner does, wrapped in a shared workspace: your whole team on one account, pages pooled, client documents kept where only the right people can see them.

Sign up, create your organization, and invite the team — it takes a couple of minutes, and there are no seat fees.

Acme Tax LLP Partners Full data Preparers Assigned Seasonal Group A Client portal uploads land here, encrypted

What organizations get

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 — no seat limits. Everyone works from the same shared pool of pages — 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 data in one place, encrypted at rest under your organization’s own key — and automatically deleted on a retention schedule you control (72 hours by default, up to a year if your workflow needs it).

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

A monthly page pool billed to a single account: 1,000 pages for $130/mo, 2,000 for $240, or 5,000 for $550 — unlimited team members on every plan, and bigger pools cost less per page.

API pricing

Scan programmatically over the REST API with a Bearer token. It bills from the same page balance as the app — no separate plan, no per-seat fee.

Pay per page

Billed per page from the same balance as the app — every image and each PDF page counts as one. No separate API meter, no per-call fee.

Token authentication

Mint a bearer token and call /v1/api/scan. The full request and response schema lives in the API docs.

Organization volume

Scan on your organization’s pool over the API with higher rate limits than a personal token, billed to the single org account — sized for a firm’s season, not one desk.

Bring the whole firm

Create an account, set up your organization, and invite the team — you can be scanning on a shared pool this afternoon. Planning a firm-wide rollout, or need more volume than the listed plans? Email sales@taxdocscanner.com.

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