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 within about a minute per document. Free 10/mo, Starter 30, Business 75, Growth 200.
How do I scan documents with the mobile app?
The native iOS and Android apps are in private beta. Until they ship, use the web app on your phone — sign in at app.taxiteasy.org, tap Upload, choose Take photo. The phone camera works directly from the browser and the photo runs through the same extraction pipeline as a desktop upload.
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. We classify each forwarded email, extract attachments, 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 poll your inbox every 5 to 15 minutes and pull only invoice-shaped emails.
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 account gets a private u-<hash>@in.taxiteasy.org address. The hash is a cryptographic random 8–16 hex characters, not derived from your username — guessing is infeasible. SPF/DKIM verification rejects spoofed senders; the email body is processed once for classification and then discarded. Regenerate the address any time from Settings → Email integration.
How do I disconnect an email account?
Settings → Email integration, click Disconnect next to the connected account. We immediately zero out the encrypted OAuth token in our database, then call Google's or Microsoft's revoke endpoint so the token stops working at the provider too. Past extracted documents stay; only future polling stops.
What happens when I forward a newsletter (or non-invoice email)?
An AI classifier scans every inbound email and tags it as invoice / receipt / statement / irrelevant. Irrelevant emails (newsletters, marketing, personal mail, calendar invites) are logged but skipped — no document is created and no quota is used. You can force-extract a mis-classified email from the Activity log.
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.