Goodbye, 27 open tabs.
Bring the documents, the numbers and the loose ends into one calm workspace.
YOUR AI TAX COMPANION
Less taxing.More living.
A little help with your taxes.
A lot more headspace for
everything else.
Designed for Mac & Windows · Desktop preview
+ A LITTLE ORDER IN THE EVERYDAY.
One less thing on your mind.
f.Document overview···
Your W-2, made simple.Wage & Tax Statement.pdf
✓
Wages & compensation$68,500.00
Finding the details that matter100%
Oh, that makes sense.Less jargon. More clarity.
↓MEET YOUR NEW NUMBERS PERSON01 — A CLEARER START
FOR ALL THE THINGS THAT ADD UP
W-2s✳1099s✳Side hustles✳Everyday questions✳A clearer picture
01 / THE EXPERIENCE
Tax brain?
Meet your off switch.
From a folder full of “I’ll deal with it later”
to a clear
picture of what’s next.
A SMALL PREVIEW OF A BIG EXHALE
LET’S MAKE SOME HEADSPACE
You’re in a good place, Jamie.
Documents organized03/ 03
All together. Finally.
Items to review02
We’ll walk through them.
Your next stepReview.
A fresh pair of eyes helps.
Everything, in one place.
A FRIENDLY NUDGE
That side project?
Let’s give it a
closer look.
THREE DOCUMENTS. ONE CLEAR PICTURE.
All the little details.
EMPLOYMENT INCOME
W-2 · Acme Studio
The key figures, pulled into one readable overview.
- Wages & compensation
- $68,500.00
- Federal tax withheld
- $8,220.00
- Review status
- Ready for your review
Illustrative data. Always compare an extracted value with the original document.
ONE LITTLE STEP AT A TIME
A lighter to-do list.
1 of 4 complete
✳
ASK A LITTLE. UNDERSTAND A LOT.
Hi Jamie. What would make your taxes feel a little less taxing?
Go on, have a click. This is your space to explore.Sample data · Scripted answers
Human words. Finally.
Get a little context for the things that make you pause. Ask without overthinking it.
Know your next little step.
A clear list of what to check, what to gather and what to talk through with your tax pro.
02 / A LIGHTER ROUTINE
From “oh no”
to “all right.”
A calmer tax season starts
with three small steps.
THE FOLIO WAY01 / 03
W-21099PDF
↓
A place for
A place for
all the paperwork.
Documents. Notes. Deep breaths.
BRINGING IT ALL TOGETHER
W-21099NOTES
✳
Now it adds up.
Employment income ✓
Freelance income ✓
Questions to explore 02
YOUR OVERVIEW, TAKING SHAPE
✓
One step closer
One step closer
to “handled.”
✓Documents organized
✓Numbers ready to review
↗Next steps, made clear
You bring the final say.
Folio brings a little clarity.
LESS FRICTION. MORE FORWARD.↗
A COMPANION, NOT A COMPLICATED NEW THING.
You don’t need to become
a tax person.
Stay a you person.
For the full-timers with side projects.
The independent
spirits. The “where do I even start?” people.
For anyone who
has better things to do.
GOES A LONG WAY.
03 / GOOD QUESTIONS
A few things
on your mind?
Perfect. That’s what we’re here for.
What exactly is Folio?
Folio is a concept for an AI tax companion that helps you organize documents, understand your information and prepare your next steps. This site lets you explore the planned experience with an interactive product demo.
Will Folio file my tax return?
No. This preview does not calculate or file a return. Folio’s role is preparation and organization. You review the information and work with your chosen filing service or a qualified tax professional.
Is the demo connected to a real AI?
The demo uses sample documents and scripted responses to show how the experience could work. It does not upload documents, connect to an AI service or provide personalized tax advice.
Can I download it for my computer?
The desktop release is being prepared for macOS and Windows. Select “Download Folio” to see the platform options. Until the installers are available, you can explore everything in the browser demo.
What happens to my data in this preview?
There are no uploads, accounts or personal tax data in this demo. Your interactions stay in the current page and reset when you reload it. Everything you see belongs to an illustrative sample workspace.
LESS PAPERWORK. MORE POSSIBILITY.
Make space
for the good stuff.
Your taxes can take up less of your life.
Let’s start there.
A CLEARER HEAD STARTS HERE.↑ LESS TAXING / MORE LIVING ↗