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70+ articles, an AI assistant, and a human email. Pick the fastest path.
Popular right now
The six articles that answer most first-day questions.
How do I set up email forwarding?
Copy your private u-<hash>@in.taxiteasy.org address, forward invoices manually or set a filter, and we do the rest.
How do I upload documents on the web?
Drag & drop PDFs, JPGs, HEICs up to 20 MB each. AI extracts vendor, VAT, totals in about a minute.
Uploads & emailHow does matching learn from me?
Confirmed matches and your category choices build a per-company memory: trusted vendors rank higher and repeated bank categories come back as suggestions, but the trust boost never silently escalates a match.
Extraction & matchingHow do I export my records for year-end?
Settings → Export, pick a date range. CSV and PDF exports are live; your personal GDPR data export is JSON.
Exports & tax advisorWhere is my data stored?
Frankfurt, Germany. Your data never leaves the EU at rest. AI extraction step uses Anthropic under EU-US DPF + SCCs.
Security & privacyHow do I invite my tax advisor?
Settings → Tax Advisor → Invite by email. Bounded, audited access: they can review and correct your books (every action is logged) but can't touch billing, delete anything, or invite others.
Exports & tax advisorGet help fast
Two zero-friction paths before you start hunting through categories.
Email a human
[email protected] handles sales, billing, technical and bug reports. Typically 1–3 working days for a first reply.
Write to supportBrowse by topic
70+ articles across 9 categories. Each card opens a landing page with every article in that topic.
Getting started
Sign up, 2FA, roles, the onboarding wizard, Google sign-in.
5 articlesUploads & email
Web upload, mobile, email forwarding, Gmail/Outlook/IMAP, file types & limits.
9 articlesExtraction & matching
What the AI reads, confidence scores, how matching learns, bank-matching pipeline, custom rules.
13 articlesInvoicing
Create & send invoices, gapless number sequences, VAT treatments & VIES, credit notes & cancellations, product catalog.
5 articlesExports & tax advisor
Year-end export, VAT aggregation, invite your tax advisor, multi-client bulk export.
7 articlesBilling & plans
Switch / cancel, document counter, prorated upgrades, annual vs monthly, VAT reverse charge.
6 articlesSecurity & privacy
Where your data lives, deletion, encryption design, sub-processors, 2FA recovery codes, GDPR rights.
6 articlesFor tax advisors
Cockpit, review queue, bulk approve, flag templates, client onboarding, GDPR, cross-border.
19 articlesTroubleshooting
Upload failed, email forwarding stopped, can't sign in, the scan read the wrong fields.
4 articlesAll articles
Every article in the knowledge base, grouped by topic.
Getting started
Uploads & email
- How do I upload documents on the web?
- How do folders and filing work?
- How do I scan documents with the mobile app?
- How do I set up email forwarding?
- How do I connect Gmail, Outlook, or IMAP?
- Supported file types and sizes
- Your inbound forwarding address, explained
- How do I disconnect an email account?
- What happens when I forward a newsletter?
- Email attachment size and format limits
Extraction & matching
- What does the AI read, and how do I correct it?
- Understanding confidence scores
- How do I fix a misread vendor name?
- How bank matching works, step by step
- Vendors that bill you every month
- Matching rules, explained
- Multi-currency invoices and official ECB rates
- How matching learns from you
- Why this matched, and how to undo it
- Split and bundled payments
- Search inside your documents
- Duplicate uploads and statement repair
- Remove a bank account or block an IBAN
Invoicing
Exports & tax advisor
Billing & plans
Security & privacy
For tax advisors
- The advisor dashboard and client workspace
- The review queue, explained
- Bulk-approve up to 50 invoices
- Using flag templates
- Auto-reset when a client edits a flagged invoice
- Bulk export: picking the right date range
- Onboarding a new client as a tax advisor
- What your tax advisor can and cannot do
- GDPR considerations for tax advisors
- Multi-currency for cross-border clients
- Language handling in exports
- The transaction work queue, explained
- The VAT workbench: reviewing client invoices
- Request a receipt from your client in one click
- Why VAT bookings need a receipt
- Bulk clearing and smart cohorts
- The period checklist and VAT return prep
- Booking transactions for your clients
- The statutory ledger and manual journal entries