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Add a company's tax return PDFs to a project and get multi-year financials, checked and ready to export.

Create your account with email, Google or a Microsoft work account, confirm the emailed code, agree to the Terms and name your firm.

Scan the code with an authenticator app, then add a backup so a lost phone can't lock you out.

Make one project per company and drop in up to 10 return PDFs, each a card identified by form and year as it uploads.

Extract reads each return and builds the financials in a few minutes, and you can leave the page while it works.

Work through the warnings banner in the review window, then choose Mark as reviewed.

Preview the workbook exactly as it exports, then correct a misread value or accept a check as printed from its return.

Download the financials as an Excel workbook once every return is ready, with seven tabs and a file named after the company and years.

Sign in with an email and password, Google or a Microsoft work account, link or unlink them, and why you're asked to sign in again.

Use Forgot your password and the emailed code to set a new password, and what the reset changes.

Use your backup authenticator, ask another admin to reset it, or contact us if you're the only admin.

Invite a colleague by email; they join by signing in with that address within 7 days, and you can revoke an invitation any time before.

What an admin can do in Sidesheet that a member can't, side by side.

Change a person's role, reset their authenticator or remove them from your firm, which deletes their account.

Choose whether everyone in your firm signs in with an authenticator app, and why we recommend requiring it.

What each person confirms once about their clients' consent before uploading returns, and where to find the Terms and consent templates.

Leaving your firm deletes your account: what goes with you and what stays with the firm.

Federal Forms 1120, 1120-S and 1065 for tax year 2015 on, as PDFs; no state returns or 1040s.

What the red message on a file's card means, when to choose Try again, and how to get a better file.

The project's warnings banner for a different company, the same year twice and a missing year, how to settle each, and why none stops you extracting.

Remove a return with its card's menu, what each removal costs, and how it affects your firm's return count.

A check that doesn't tie, a value no check confirms or a note about the file, and why No warnings isn't a guarantee.

What each check result means, and what to do when a check doesn't tie or can't run.

How each statement is built from the return: M-1 as differences, no plugs, and a statement that doesn't tie uses its line.

What your firm gets during the private beta, where to find when it ends, and that you won't be charged.

A return counts when its extraction finishes, comes back if extraction fails, and stays counted when removed; here's what happens when your firm runs out.