tax firms & CAS teams
Stop hand-renaming 300 tax packets every April.
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.Tax packets rename to YYYY_TaxReturn_Client_FormType.pdf with 96% accuracy and sync to the ready-to-share folder automatically.
Works with Dropbox, Google Drive, ShareFile. Originals stay in place — Safe-Rename keeps your existing folder structure.
sample.pdf
Processing…
Make this workflow boring instead of stressful
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.
The ideal state is simple: Tax packets rename to YYYY_TaxReturn_Client_FormType.pdf with 96% accuracy and sync to the ready-to-share folder automatically.
Renamed.to reads each document, pulls out the fields you care about, and applies your naming rules automatically so your team opens folders that are already grouped and ready for review instead of rebuilding them from scratch every period.
96%
Extraction accuracy
<3 min
First rename
Safe-Rename
Originals untouched
What your files look like before vs after
No more download.pdf. Every document follows a clear naming convention that matches how your team actually searches for files.
client_return.pdf
2024_TaxReturn_Hamilton-LLC_1120S.pdf
Typical folder today
client-files/ misc/ client_return.pdf document (2).pdf
After rolling out this workflow
client-files/ Ready/ 2024_TaxReturn_Hamilton-LLC_1120S.pdf
Tax workflow
File every tax packet with the right client, year, and form instantly.
- 1
Connect Google Drive, Dropbox, or SharePoint client folders.
- 2
AI extracts client/entity name, tax year, and form type from returns.
- 3
Approve filenames with confidence preview before sharing with clients.
3.5k tax packets renamed during the 2024 filing season at 96.8% confidence across 22 firms.
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.
Frequently asked
Ready to automate your renaming?
Connect Dropbox or Google Drive. 50 free renames to start.