A merged, category-ordered tax package built by PDF Insight, showing an authentic T5 statement of investment income.
🔒 100% local — the data never leaves your computer

Drop in a client's tax pile. Get back one clean, ordered PDF.

A local AI reads, sorts and orders every slip the way you tell it to, then merges them into one correctly-ordered PDF — scanned pages included, via on-device OCR. A real 11-document bundle is done in about 100 seconds, entirely on your Mac. Built for Quebec & Canadian slips: T4, RL-1, T4A, T5, RL-3, REER.

✓ It sorts & merges client tax documents ✗ It is not tax-filing software — it doesn't do your taxes
Download the free trial See how it works
✓ 14-day free trial, no card ✓ No upload. No server. Nothing leaves your machine. ✓ French & English · macOS & Windows

From a messy folder to a signed-off PDF

Point it at a client folder. Write your own sorting rules once. A local LLM (via Ollama) classifies every document — even scanned ones, read with on-device OCR — orders them your way, lets you review, and exports one merged PDF per client. About 100 seconds for a full bundle on a 16GB Mac, or near-instant via an optional paid cloud speed lane.

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Drop in a client folder
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It sorts & merges
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One clean, ordered PDF

🧭 On the roadmap: a guided assistant that asks the right questions as you go, so nothing's missed in a client's return. Not in the app yet — the tool sorts and merges today.

Why local-first matters

Your clients' files never leave your computer. Not stored elsewhere — not stored at all.

TaxDome, SmartVault, Canopy and Dext lead with compliance badges precisely because client files sit in their cloud. Pasting documents into ChatGPT ships client SINs to a third party. PDF Insight reads, sorts and merges entirely on your machine — so there's no upload, no server, and no third-party copy to breach. It removes the risk instead of insuring it.

✗ Cloud document tools

Client files uploaded to someone else's servers. You're trusting their breach response.

✓ PDF Insight

The AI runs on your machine. Files are read locally and never transmitted. Nothing to breach.

Simple, honest pricing — pick what fits you.

Prices in CAD. 14-day free trial, no card required. Plans named for who you are, not for upsells.

🚀 Launch offer — first 100 customers: get the Founder Lifetime for $399 once, instead of subscribing. Same app, paid one time.

Individual

For you — a solo preparer or personal use

$290 /year
  • One preparer, every feature
  • 2 months free vs. paying monthly
  • About ⅓ of TaxDome — and data stays local
Subscribe yearly or $29/month →
BEST VALUE · FIRST 100

Founder Lifetime

Pay once, keep it forever — for early adopters

$399 once
  • Lifetime access, all future updates
  • Every feature, no seat limit for solo use
  • Priority support, founder badge
Buy lifetime — $399

No subscription. Best if you plan to keep using it.

Firm

For your team — multiple preparers

$25 /seat/mo
  • 3+ seats, billed annually
  • Team admin & shared sorting rules
  • Onboarding help included
Talk to us — Firm
💡 At ~2 hours saved per client and 200 clients a season, $290/yr pays for itself on your very first client.

Start free — 14-day trial

No credit card. Runs entirely on your computer — nothing to upload. macOS, Windows, and Linux.

Download for macOS Download for Windows Download for Linux

macOS — signed & notarized by Apple: just open it, no warnings. Windows — unsigned for now, so on first launch click “More info” → “Run anyway” (one time). Needs Ollama (free) for the local AI — setup link in the app.

Frequently asked questions

Tap a question to expand. Straight answers for accountants and bookkeepers evaluating a private, local document tool.

Is PDF Insight private — does it upload my clients' files anywhere?

No. In the default local tier, PDF Insight runs entirely on your own computer. Your clients' tax PDFs are read, classified and merged on-device and are never uploaded to any server. An optional, clearly-labelled paid cloud speed lane (powered by Cerebras) can be turned on for near-instant processing; only then do documents leave the machine. The local tier is the default — nothing leaves your machine when you use it.

Does PDF Insight work offline?

Yes. The local tier works fully offline. The AI model runs on-device through Ollama and the OCR runs on-device through Tesseract, so PDF Insight can organize and merge a client's documents with no internet connection. The licence check is offline-tolerant with a grace window, so it won't break on an air-gapped tax-season machine.

Which tax slips does PDF Insight support?

PDF Insight is built for Quebec and Canadian tax slips, including T4, T4A, T5, RL-1, RL-3, RL-31, RRSP/REER contribution receipts and FHSA documents. Because it uses a local LLM to read and classify documents, you can also write your own rules to handle any other document in a client's pile.

How do I merge a client's tax slips into one PDF?

Point PDF Insight at the client's folder, write your sorting rules once, and the local AI classifies and orders every slip the way you specified. You review the result and export a single merged, correctly-ordered PDF for that client. A real 11-document bundle is organized in about 100 seconds on a 16GB Mac.

Does PDF Insight do OCR on scanned documents?

Yes. PDF Insight reads scanned and image-based pages with on-device OCR using Tesseract, so scanned slips are classified and ordered just like native digital PDFs. The OCR runs locally and scanned pages are never sent to the cloud in the local tier.

Does PDF Insight run on both Mac and Windows?

Yes. PDF Insight is a desktop application that runs on both macOS and Windows. On a 16GB Mac it organizes a full client bundle in about 100 seconds entirely on-device.

How is PDF Insight different from TaxDome, SmartVault or Canopy?

TaxDome, SmartVault and Canopy are cloud document vaults that store your clients' files on their servers and charge per seat. PDF Insight is a local organizer that runs on your own machine and pre-sorts and merges the pile before it ever reaches a vault. Because nothing is uploaded in the local tier, there is no third-party copy of client data to breach. It also speaks Quebec slip vocabulary (T4, RL-1, RL-31) in French and English, which the US cloud tools do not.

How long does PDF Insight take to organize a client's documents?

A real 11-document client bundle is organized in about 100 seconds fully locally on a 16GB Mac. If you enable the optional paid cloud speed lane (Cerebras), the same work completes in roughly one second of compute.