Invite-only beta. Public launch coming.

Dotcross™

Know what's missing. Know when you're ready.

Dotcross gathers your tax and financial documents in one place, checks them against your IRS records, and flags anything missing or inconsistent — for example, a 1099 that never arrived. When your records line up, it tells you you're ready to hand everything to your tax preparer, with a downloadable preparer package.

How it works

  1. Gather

    Bring your W-2s, 1099s, statements and receipts into one organized place.

  2. Check

    Compare what you have against your IRS records and see what looks missing or inconsistent.

  3. Ready

    When the open items are resolved, download a preparer package to hand to your tax preparer.

For tax preparers Coming later

Dotcross Pro will let preparers receive organized, checked client packages instead of chasing documents one email at a time.