Finance & moneyReviewed listing
Tax Trail
Finds and lists the tax documents you need from your email, builds a checklist for your return, and packs what it finds into a folder for your accountant. Read-only on mail; never files or sends anything.
What it does
- Finds and lists the tax documents you need from your email
- Builds a checklist for your return, packs what it finds into a folder for your accountant
In the creator’s own words.
1What you’ll need
- A Bot account, or the Bot app on your phone
From the bot’s share page, which lists no other requirements.
Avoid sharing passwords, keys or private personal data.
2Set it up
Summary from the bot’s share page:
- Open Tax Trail’s share page with Open in Bot, or on a phone with the app, tap Add to Bot app.
- Add Tax Trail in Bot.
- Start a chat with Tax Trail, then review what it produces and check any factual claims.
3Use it
Shared by Nomis. Open it in Bot to start using it.