1
Day 0
Request access and create a simple household profile.
How it works
From loose papers to a solid stack
A short path designed to feel direct — bring the forms you already have.
2
Day 1
Upload or list the tax forms and worksheets you have.
3
Days 2–4
Review AI checklist suggestions and mark what still belongs.
4
Week 2
Save the pack and export a summary if you want a second look.
Support during your trial period
When you request access, a Phoenix guide can help you set up the stack and read your first checklist draft — at an easy pace.
- Short kickoff call
- Help labeling common document groups
- Follow-up after your first pack
- English guidance materials
Kickoff30 min
Stack setupGuided
Checklist reviewTogether
TimezoneMT
Start your trial period
Request access when you are ready.