A: We are working on adding additional tax software. If you think there is one missing, then let us know so we can research it.

A: Each organizer should take about 1 second to process. If it takes longer, note on the screen if the software is still processing or not. If you are processing multiple organizers at once, it will take longer to process. If the app is not process PDFs, please close and re-open the software, make sure the checkbox for “Create Logs for Support” is selected, and then run the application again to reach the same problem point. After this, close the software and send generated log file on your computer called “organizer.log” to [email protected]

A: The Demo version will only process a select number of PDFs before stopping. It is currently capped at 3 organizers. It will expire 60 days after it is downloaded. However, just like the Full version, the Demo version will export all data from the PDF.

A: Yes, they must be clean PDFs generated directly from the tax software. The software does not support scanned images or redacted images. As an example, low quality PDFs converted from poorly generated image files will not be processed.

A: They are processed on your local computer and the output excel file will be saved in the same folder as the PDFs. No data is sent to cloud services.

A: No, our Mini Automations are designed to be simple and stand alone. The paid version will process an unlimited number of organizers, with an unlimited number of users, and have unlimited runs. However, only one license may be purchased per firm or company. New versions will be released every year with updates to the fields that are captured, among other quality of life updates and new features.

A: The license lasts forever but each license is only for one specific tax year. As an example, if you purchase the software for the 2024 tax year, it will not work for the 2025 tax year. In addition, any updates or new features we make to the Mini Automation for a future tax year will not be included. We recommend buying a new license every year. For additional information regarding licensing, please see the details within the license agreement or EULA.

A: Yes, the excel file can be integrated with mail merge. If you require additional support, please inquire into our automation services.

A: You can email us at [email protected].  We would love to hear what you think! We are continuously improving the product for our customers' needs. Please note, however, we are a small company, but we will do our best to incorporate your suggestion into consideration for future updates.