Classify tax forms
AI analysis can recognize tax forms and suggest a clear name and tags, such as the tax year and issuer.
Tax documents · private tax document organizer
Tax season is easier when every form is already searchable.
Tax forms contain some of the most sensitive information you own: income, identification numbers, and addresses. DocManFu keeps them on hardware you control and makes years of forms retrievable in seconds.
The problem
Why tax documents get out of hand
- Forms arrive from employers, banks, and brokers in different formats
- Finding last year's return or a specific 1099 takes a scavenger hunt
- Uploading tax records to a cloud service is a privacy risk
A better system
Tips for organizing tax documents
- 1Create a tag for each tax year and apply it as forms arrive
- 2Store the filed return alongside its supporting documents
- 3Back up the archive before you shred anything
Keep AI local
Use Ollama to run compatible models on your own hardware, or disable AI and rely on OCR and manual tags.
Search across years
Full-text search finds an employer name, account number, or form type across every year in the archive.
Questions
Tax documents in DocManFu
Is DocManFu tax software?
No. It does not prepare or file returns. It stores and organizes the documents you or your preparer need.
Do my tax documents leave my network?
Not unless you choose a cloud AI provider. OCR runs locally, and you can use local Ollama models or no AI at all.
Organize other documents
Your documents. Your rules.
Ready to master the paper pile?
One Docker Compose command puts a private, searchable document vault on hardware you control. Prefer not to self-host? A hosted version is coming soon—ask @DustinDavis on X.