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Organize your financial documents in 5 minutes

Upload PDFs such as tax forms, pension reports, insurance documents and contracts. Sort them into folders, then use calculators, charts and reference hints.

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Upload

Add the PDFs you want to keep. The service does not read them automatically.

Folders

Sort each file into the folder where you want to find it later.

Calculators and hints

Use calculators, charts and reference hints to check your own numbers. This is not financial advice, and it does not promise savings or a tax refund.

What you get

A personal cabinet for storing and organizing financial documents and simple calculations.

How it works

  1. Create an account and start a subscription.
  2. Upload PDFs (tax forms, pension reports, insurance documents and contracts) and sort them into categories.
  3. Enter the key figures from your documents into the calculators: annual income, tax withheld, savings and the fund fee.
  4. See charts and reference hints, including how income compares with tax and a savings forecast at your fee.
  5. Download and delete documents whenever you want.

Who it is for

People who want their documents in order and want to understand their own numbers.

What the service does not do

It does not read files automatically, it does not give financial, tax or legal advice, and it does not guarantee savings.

Support

For technical questions, use the contact page. Contact

Pricing

Core

Upload PDFs, sort them into categories, and use calculators, charts and reference hints.

$50 / month

What is included

  • Secure PDF storage (up to 200 documents, up to 10 MB each)
  • Document categories
  • Tax and pension-savings calculators
  • Charts and reference hints
  • Interface in four languages
  • Cancel at any time

The subscription renews automatically. You can cancel at any time.

How it worksStart Premium Subscription

For clients in Israel, charges are in shekels: ₪160 per month or ₪1,900 per year.

Questions

What is this?

A service for organizing personal financial documents.

Which files can I keep here?

Tax forms, pension reports, insurance documents and contracts. You sort the PDFs into folders. Nothing is read automatically, and the service does not promise savings, tax refunds or financial advice.

What does it cost?

The price shown here is $50 / month or $600 / year.

For clients in Israel, charges are in shekels: ₪160 per month or ₪1,900 per year.