96% accuracy • Instant processing

For tax firms & CAS teams

Archive client tax packets by year, entity, and form automaticallyautomatically

Drop 1040, 1120S, and K-1 packets into a folder and let Renamed.to pull the tax year, entity, and return type before filing to the right client workspace.

Under 3 minutes

First rename

96% accuracy

With confidence preview

Stop hand-renaming 300 tax packets every April.

Keep client, entity, and year aligned across final returns and workpapers.

Deliver audit-ready folders to partners and clients instantly.

Start free — 50 credits

No credit card • Rename in under 3 minutes

Extracting fieldsConfidence: 0.96

sample.pdf

Waiting for rename…

AI Rename

Date

2024-10-14

Tax Packet #

123-4567890-123

Issuer

Tax Return

Knowing where your files landReady folder

Stop hand-renaming 300 tax packets every April.

Keep client, entity, and year aligned across final returns and workpapers.

Deliver audit-ready folders to partners and clients instantly.

Rename accounting invoices use case Control payroll reports use case Invoice naming convention Dropbox integration Google Drive integration Pricing

Tax workflow

File every tax packet with the right client, year, and form instantly.

Connect Google Drive, Dropbox, or SharePoint client folders.
AI extracts client/entity name, tax year, and form type from returns.
Approve filenames with confidence preview before sharing with clients.

Proof: 3.5k tax packets renamed during the 2024 filing season at 96.8% confidence across 22 firms.

Before → after filenames

No more download.pdf. Every document follows your naming convention automatically.

Before

client_return.pdf

After

2024_TaxReturn_Hamilton-LLC_1120S.pdf

Example naming rule

Rename to 2024-10-14_tax-return_123-456789

Vendor: Tax Return

Document #: 123-456789

Date: 2024-10-14

Accuracy: 96%%

Why teams adopt this workflow

Busy season ready: Batch rename returns by client and entity so review notes and e-file receipts land together.

Client portals synced: Push final tax packets with consistent filenames to SmartVault, ShareFile, or portals via synced folders.

Audit & retention: Maintain before/after logs, tax year tags, and reviewer approvals for compliance.

How it works

Tax packets rename to YYYY_TaxReturn_Client_FormType.pdf with 96% accuracy and sync to the ready-to-share folder automatically.

Connect Google Drive, Dropbox, or SharePoint client folders.
AI extracts client/entity name, tax year, and form type from returns.
Approve filenames with confidence preview before sharing with clients.

FAQ

Can we handle multi-entity tax returns with multiple PDFs?

Yes. Use the same naming pattern with entity codes or form tags. Group K-1s and final returns in a single Ready folder automatically.

Does it work with scanned packets from legacy systems?

Absolutely. OCR recognizes tax year, client name, and form type even from scanned or faxed PDFs.

How do we share finished packets with clients securely?

Once renamed, share via your Drive or Dropbox client folder or publish to your portal. We never move originals—Ready folders mirror your structure.

Make it part of your workflow

Connect integrations, use full-text extraction, or call the API for posts processing.

Supported in:

tax-packet

Resources

Rename accounting invoices use case Control payroll reports use case Invoice naming convention Dropbox integration Google Drive integration Pricing

Explore the API docs

Ready to rename your documents automatically?

Connect Dropbox or Google Drive and watch files sync into client-ready names. 50 free renames to start.

Start free View pricing