Uploads & email
How to get documents into TaxItEasy: drag & drop on the web, scan on mobile, forward emails, or connect Gmail / Outlook / IMAP. File-format and size limits.
How do I upload documents on the web?
Drag and drop one or more files (PDF, JPG, PNG, HEIC, up to 20 MB each) onto any page in the app, or click the Upload button on the Documents page. The AI extracts vendor, amount, VAT, date and line items, typically in 10–40 seconds per document. Free 10/mo, Starter 30, Business 75, Growth 200.
How do I scan documents with the mobile app?
Install TaxItEasy from the App Store (iOS) or Google Play (Android) and sign in with your existing account. Scan from the Upload tab — camera, photo library (up to 10 at once), or a file picker. Files up to 20 MB in PDF, JPG, PNG, or HEIC. A guided scan view narrates live progress; most scans finish in 10–40 seconds.
How do I set up email forwarding?
Open Settings → Email integration, copy your private u-<hash>@in.taxiteasy.org address, and either forward emails manually or set a filter in Gmail / Outlook / Apple Mail. Delivery is instant — push-based, no polling. We classify each forwarded email, extract attachments (PDF/JPG/PNG/HEIC, up to 20 MB each), and add them to Documents. Included on every plan.
How do I connect Gmail, Outlook, or IMAP?
Open Settings → Email integration → Connect account, pick Gmail, Outlook, or Generic IMAP, and approve the read-only access. There is no multi-step wizard — it's one consent screen for Gmail and Outlook, or a short form for IMAP. We then check your inbox every 15 minutes, pull only invoice-shaped emails, and never process the same email twice.
Supported file types and sizes
Four formats: PDF, JPG/JPEG, PNG, HEIC. Maximum 20 MB per file. Multi-page PDFs are supported and treated as one document. We verify file type by content (magic bytes), not extension — renamed files are rejected. Encrypted PDFs and Office formats need to be converted first.
Your inbound forwarding address — format and security
Each company gets a private u-<hash>@in.taxiteasy.org address — 16 hex characters derived from a one-way cryptographic hash, so guessing is infeasible. Every inbound email must pass SPF or DKIM sender authentication; delivery is push-based and instant; the email body is processed once for classification and then discarded. Attachments: PDF/JPG/PNG/HEIC, up to 20 MB each.
How do I disconnect an email account?
Settings → Email integration, click Disconnect next to the connected account. We immediately wipe the encrypted OAuth token in our database, then call Google's revoke endpoint so the token stops working at the provider too. Past extracted documents stay; only future syncing stops.
What happens when I forward a newsletter (or non-invoice email)?
Every inbound email is classified as invoice / receipt / statement / irrelevant using keyword checks on the subject, body, and attachment names. Irrelevant emails (newsletters, marketing, personal mail, calendar invites) are logged but skipped — no document is created and no quota is used. If a real invoice was skipped, upload the attachment directly or re-forward it with 'invoice' in the subject.
Email attachment size and format limits
Same rules as a direct upload: PDF, JPG/JPEG, PNG, HEIC up to 20 MB per attachment. Email body is not stored. Multi-attachment emails create one document per attachment (quota counted accordingly). Inline images, .msg / .eml attachments, archives, encrypted PDFs are not accepted.