Understanding your document counter

all Updated Tue Jul 14 2026 00:00:00 GMT+0000 (Coordinated Universal Time)

Your document counter is the number of documents in your account that were created this calendar month — uploads plus email-extracted attachments. It resets when the month changes. Irrelevant emails, duplicates, failed uploads, and documents you've deleted don't count. At 100% new uploads are blocked but existing documents stay accessible. Free 10, Starter 30, Business 75, Growth 200.

When to read this article

You're trying to plan your usage for the month, troubleshoot why the counter shows a number that doesn't match what you expect, or figure out whether you should upgrade to handle this month's volume. The counter is simple in principle but has a few subtleties around what counts and what doesn't.

For the upgrade flow itself, see switch or cancel your plan. For what specifically the email classifier counts (and doesn't), see what happens when you forward a newsletter.

What counts as a document

Each of the following adds 1 to your monthly counter:

A successful upload via the web (drag-and-drop or file picker on the Documents page)
A photo or file uploaded via the mobile app (camera, photo library, or file picker)
An attachment extracted from a forwarded email to your u-…@in.taxiteasy.org address — per attachment. A forwarded email with 3 PDF attachments creates 3 documents and uses 3 slots.
An attachment extracted from a Gmail / Outlook / IMAP synced email (the connected-mailbox path)

The trigger is "a document was created in your account", regardless of source. The counter is based on document creation, not on upload-initiation. If an upload starts but fails before a document is created, no count.

What does NOT count

The counter is designed to track useful documents, not noise. The following don't count:

Duplicate uploads (same file hash as an existing document) — the duplicate-detector recognises and blocks them, pointing you to the existing document instead. No new document, no count.
Failed uploads (wrong format, too large, virus-scan failure, content-sniffing mismatch) — rejected at intake. No document is created, so no count.
Emails classified as "irrelevant" (newsletters, marketing, calendar invites, personal mail) — the classifier skips them before extraction. No document, no count. See what happens when you forward a newsletter for the classification details.
Re-scans of existing documents — counted once (the original upload); re-scans (up to 3 per document) don't add to the counter. Useful when you've corrected a vendor and want the system to re-apply what it learned.
Documents you've deleted — a document moved to the trash no longer counts toward the current month. The counter reflects documents currently in your account that were created this month.

Note that even a document whose extraction failed (corrupted PDF, all-blank scan) counts while it sits in your account — the document exists, it just has no extracted fields. Delete it if you don't want it counted, or re-scan it (up to 3 times per document).

Where to see the counter

Open Settings → Billing. The Usage this month figure shows your current count against your plan limit — e.g. "47 / 75" for a Business user 47 documents into the month.

You also get notifications:

At 80% of the limit — a friendly warning so you can plan (upgrade or wait).
At 100% — uploads are blocked with a clear message and an upgrade link.

For tax advisors: your advisor access is free and has no document quota of its own — quotas belong to each client company.

What happens at the cap

When you hit 100%:

New web uploads → blocked with a friendly message and an upgrade button.
Mobile uploads → same block; the app checks your remaining quota before uploading and shows an upgrade prompt.
New email forwards → the email arrives and is logged, but attachments are not extracted, and the company owner is notified. The original email stays in your mailbox; nothing is lost on the email side. Blocked attachments are not queued — re-forward the email (or upload the files) after the reset or after upgrading.
Connected-mailbox syncs → same behaviour: emails found while you're at the limit don't produce documents. Re-trigger by re-forwarding or uploading directly once you have quota again.

What does NOT happen:

No overage billing. We don't charge per extra document. You cannot accidentally run up a bill.
No retroactive deletion. Documents already in your account stay accessible and searchable.
No feature degradation. Existing documents remain editable, exportable, matchable. Only new document creation is blocked.

The block lifts when the counter resets at the start of the next calendar month.

Quota per plan

Plan	Documents/month	Storage
Free	10	1 GB
Starter	30	1 GB
Business	75	5 GB
Growth	200	20 GB

If the company owner joined via a referral, the monthly limit is raised by a referral bonus (+5 on Free, +10 on Starter, +20 on Business, +40 on Growth).

Storage is separate from the monthly counter. Storage applies to the total documents on file at any time; the monthly counter is intake-only.

For higher-volume teams beyond Growth's 200, write to [email protected] to discuss options.

When the counter behaves unexpectedly

Counter is higher than the documents I can see. Check the Trash and your folder filters — the Documents list may be filtered to a folder or type while the counter covers everything created this month. Documents that are still in your account but filed away still count.

Counter went down mid-month. That's normal if someone on your team deleted documents — trashed documents stop counting.

My team is at quota mid-month — what do I do? Three options:

Wait for the reset on the 1st. If you're 3 days from month-end, this is the simplest path.
Delete documents you don't need (test uploads, accidental duplicates from different files, newsletters that slipped through) — each trashed document created this month frees a slot.
Upgrade to the next tier. Effective immediately; prorated billing handles the partial-period cost. See switch or cancel your plan and prorated billing.

Edge cases

Does the counter reset at midnight in my timezone? The counter follows the calendar month in Central European Time (the platform's clock). For most EU users that's local midnight on the 1st, give or take an hour.

I forwarded a multi-attachment email — does each attachment count? Yes. 3 PDFs in 1 email = 3 documents = 3 against your quota (assuming all 3 are supported formats; unsupported attachments are dropped and not counted). The newsletter behaviour explained in what happens when you forward a newsletter applies per email.

I uploaded a document, deleted it, re-uploaded it. What does the counter show? One. The deleted copy stopped counting when you trashed it; the re-upload created a new document that counts. (Re-uploading a file whose original is in the trash is allowed — duplicate detection only blocks files that are still active in your account.)

Why do failed extractions count but failed uploads don't? A failed upload never created a document — nothing entered your account. A failed extraction means the document was accepted and stored, but the AI couldn't produce structured fields from it; the document is in your account (and counted) until you delete it.

I'm on the Free plan and exceeded 10 last month. Does that carry over? No. Each month stands alone — last month's count is closed; this month starts at zero.

Multiple companies in one account? Each company has its own plan, its own counter, and its own limit. Nothing is summed across companies.

Switch or cancel your plan — the upgrade path when you hit the cap
What happens when you forward a newsletter — what doesn't count
Supported file types and sizes — what passes intake
Upload failed — troubleshooting — when an upload doesn't produce a document