Tax Readiness for Small Business Owners

Never wonder if you're
tax-ready again.

PaperStack shows you exactly where you stand โ€” before your accountant does. Know what you have, what's missing, and what it'll cost you if you don't fix it.

By starting your trial you agree to billing beginning day 15 unless cancelled. Cancel anytime by emailing us. View our Privacy Policy and Terms of Service.

โœ“ No credit card to start โœ“ 14-day free trial โœ“ 50+ documents organized
Live score preview
40
Grade C โ€” Missing 3 key documents
Upload your EIN letter:
60
+20 pts
๐Ÿ”’ 256-bit AES encryption ยท docs encrypted at rest
๐Ÿ›ก๏ธ Never sold or shared ยท your docs stay private
๐Ÿ“‹ SOC2 audit in progress ยท expected Q4 2026
๐Ÿ—‘๏ธ Delete anytime ยท full data removal on request
Your real competition isn't FreshBooks

It's the shoebox under your desk.
The panic every February.
The $600 cleanup bill you didn't see coming.

๐Ÿ˜ฐ
February panic
Scrambling for receipts the week before your tax appointment.
๐Ÿ“ฆ
The shoebox
Receipts, statements, and forms in a pile. Nothing labeled. Nothing findable.
๐Ÿ’ธ
Cleanup bills
Paying a bookkeeper $400โ€“$800 to sort through what you should have organized all year.
๐Ÿ“ฌ
IRS notices
Missing a document you didn't know you needed. Finding out after it's a problem.

From scattered to confident in 10 minutes

No accounting background needed. No spreadsheets. Upload what you have โ€” PaperStack tells you what's missing.

1

Upload what you have

Drop in your tax returns, bank statements, business license, EIN letter, receipts โ€” whatever you have. PDFs, images, and spreadsheets all work.

2

AI figures out what it is

PaperStack reads each file and tags it automatically โ€” bank statement, prior-year return, business license. You never manually sort a document again.

3

See your score โ€” and your gaps

Get a Tax Readiness Score with checkmarks for what you have, red flags for what's missing, and a prediction of what you still need based on your industry.

Built to answer one question: Am I safe to file?

Not bloated accounting software. Not another app to manage. A readiness engine with one job.

Core Feature
๐Ÿ“Š

Tax Readiness Score

A live score from 0โ€“100 with an audit risk badge โ€” Low, Moderate, or High. Checkmarks for what's solid. Red flags for what's missing. Estimated time to close the gaps.

Core Feature
๐Ÿ”ฎ

Missing Document Prediction

PaperStack looks at what you've uploaded and predicts what else should be there. Uploaded bank statements? It'll flag that receipts are missing. It knows what goes together.

Core Feature
๐Ÿค–

AI Auto-Tagging

Upload any business document and PaperStack categorizes it instantly โ€” no dropdowns, no manual labels. Override anytime if it gets it wrong.

Example readiness score
Yours updates live every time you upload
B+
75 / 100
  • โœ“ Business license on file
  • โœ“ EIN documentation
  • โœ“ Prior year tax return
  • โœ— Bank statements missing
  • โœ— Receipts not uploaded
Suggested: Upload receipts โ€” you have bank statements but nothing to reconcile them against.

The shoebox isn't free.
It just bills you later.

Most small business owners find out what they're missing when the cleanup bill arrives. PaperStack stops that before it starts.

What you get ๐Ÿ“š PaperStack
$49/mo
Shoebox + panic
Free (until it isn't)
Bench / Full Bookkeeper
$299+/mo
Know you're ready before your appointment โœ“ Live score Find out when it's too late โœ“ Sometimes
Told what's missing before you need it โœ“ Automatic predictions Never โœ“ If they catch it
Audit risk level (Low / Moderate / High) โœ“ Always visible No No
One-click handoff to your tax pro โœ“ When you're ready Manual โ€” hope you find everything โœ“ Yes
February cleanup bill $0 โ€” you're already organized $400โ€“$800 average Included in your retainer
For South Georgia businesses

Hit 80% readiness?
File with United Tax Pros โ€” in two clicks.

When your score reaches 80 or higher, PaperStack shows you a one-click option to send your documents directly to United Tax Pros of Valdosta. They see your score, your gaps, and your files โ€” and get started immediately. No scanning, no emailing, no explaining.

๐Ÿ“‹ Estimated fee shown upfront
โฑ 48-hour turnaround
๐Ÿ“ Local Valdosta office
Get Your Score First โ†’

PaperStack and United Tax Pros are separate entities. Not affiliated. Document handoff is optional and user-initiated.

Three plans. No surprises.

No per-upload fees. No feature paywalls within a plan. Cancel anytime.

Self-Serve
$9/mo
โœ“ Free for 14 days โ€” no credit card required
  • โœ“ Live Tax Readiness Score (0โ€“100)
  • โœ“ Audit risk badge (Low / Moderate / High)
  • โœ“ AI auto-tagging on every upload
  • โœ“ Unlimited document uploads
  • โœ“ Document vault & search
  • โœ“ Tax deadline calendar
  • โœ“ Cancel anytime

$9/mo after day 15 unless cancelled.

Most Popular โ€” Shield
$49/mo
โœ“ Free for 14 days โ€” no credit card required
  • โœ“ Everything in Self-Serve
  • โœ“ AI tells you exactly what to upload next
  • โœ“ Missing document predictions
  • โœ“ Weekly deadline reminder emails
  • โœ“ Priority UTP handoff at 80+ score
  • โœ“ Score milestone alerts
  • โœ“ AI Tax Concierge: 20 questions/month
  • โœ“ Cancel anytime

$49/mo after day 15 unless cancelled. PaperStack is an organizational tool, not a substitute for professional tax or legal advice.

Pro โ€” For Growing Businesses
$99/mo
โœ“ Free for 14 days โ€” no credit card required
  • โœ“ Everything in Shield
  • โ˜… Priority UTP handoff โ€” score โ‰ฅ80 โ†’ fast-track scheduling with United Tax Pros
  • โ˜… AI Tax Concierge: 50 questions/month (vs 20 in Shield)
  • โ˜… Quarterly business health review โ€” automated report emailed every 90 days
  • โ˜… Audit Defense Letter PDF โ€” IRS correspondence template, generated on demand
  • โ˜… Dedicated document review โ€” AI spot-check of uploads for common errors
  • โœ“ IRS Audit Risk Score (0โ€“100)
  • โœ“ Smart Document Request + CPA-Share link
  • โœ“ Business Snapshot PDF for your banker
  • โœ“ Cancel anytime

$99/mo after day 15 unless cancelled. Best for businesses with $250k+ revenue or complex structures.

CPA Portal โ€” For Accountants
$299/mo
White-label PaperStack for your entire client base
  • โ˜… Branded client portal โ€” "PaperStack powered by [Your Firm]"
  • โ˜… Multi-client dashboard โ€” all client scores at a glance
  • โ˜… Custom CPA Share Links โ€” your firm's name on every link
  • โ˜… Client score alerts โ€” email when any client hits 80+
  • โœ“ Unlimited clients โ€” one flat fee
  • โœ“ All Pro features for every client account
  • โœ“ Priority email support
Contact Us for CPA Access โ†’

Contact us to get set up. Ideal for CPA firms serving 10+ small business clients.