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Chat Trust QA Taxes File Vault
Speed ↔ Smarts
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Ask a question, or attach files and ask about them.
Chat Trust QA Taxes File Vault
Speed ↔ Smarts
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Trust documents

Ask about your trusts

Ask anything about your uploaded trust documents.

Trust overview

Diagnostics

Review before sharing. This contains error messages and the shape of your data (counts and field names) — never document contents, names, dates, or dollar amounts.

Chat Trust QA Taxes File Vault
Speed ↔ Smarts
—

Tax documents

Ask about your taxes

Ask anything about your tax documents — in plain English.

Tax overview

Chat Trust QA Taxes File Vault

File vault

Every document you've uploaded (Trust or Tax), with its type, upload date, size, and the confidence score, model, and detected document type from its last scan. Scan fields populate after you run “Build analysis” on the relevant page. Upload documents on the Trust QA or Taxes page.