Secure Bulk Tax Form Filler from Excel & SheetsSecure Tax Automation
Automate your tax season with zero data risk. Securely map sensitive data (SSN, EIN, Income) from your spreadsheet to official IRS PDF forms. Our local-first engine keeps the filling workflow in your browser and avoids storing imported tax data as account data by default.
Designed for CPAs, Tax Professionals, and Business Owners handling sensitive PII data.
PDF Mail Merge
Automatically fill PDF forms with data from Excel or Google Sheets, 100% locally.
Data Source
Spreadsheet or Google Sheets
Drop CSV / XLSX here
or click to choose from your device
PDF Template
Fillable PDF form
Drop PDF here
or click to choose from your device
Continue Or Explore
Built for High-Stakes Tax Filings
Browser-Only Processing
Tax form filling runs in your browser session rather than through a hosted PDF editor.
Official IRS Field Support
Optimized for complex IRS forms including W-9, 1099-NEC, 1099-MISC, and Form 1040 schedules.
Boolean Radio/Checkbox Logic
Intelligently map tax entity types (C-Corp, S-Corp, Individual) to the corresponding PDF radio buttons based on your data.
Reusable PDF Output
Generate filled PDFs you can review, archive, print, or pass into your filing workflow.
Secure ZIP Export
Export hundreds of filled tax forms into a single, locally-generated ZIP archive with custom candidate/business names.
No Default Storage of Imported Rows
We do not keep imported spreadsheet rows as account data by default, which helps teams handle PII with tighter internal controls.
Tax Form Workflow at Scale
Use a repeatable spreadsheet-to-tax-form process instead of retyping the same values into every PDF.
Batch ready Generate many filled forms from one spreadsheet
Generate many filled forms from one spreadsheet
Local-first Browser-Based Form Filling
Browser-Based Form Filling
No default storage of imported tax rows as account data
of imported tax rows as account data
Trusted by Accounting Professionals
How CPAs and business owners are surviving tax season.
The local-first architecture is the only reason our firm approved this tool. We can process 1099s for 200+ clients without risk of data leaks.
Linda Thompson, CPA, Senior Partner
Linda Thompson
CPA, Senior Partner
Filling out W-9s for all our contractors used to be a week-long headache. Now it's a 10-minute task from my Google Sheets list.
Marcus Aurelius, Small Business Owner
Marcus Aurelius
Small Business Owner
The smart field detection is surprisingly accurate. It saved me hours of manual mapping for complex Form 1040 schedules.
Sarah Connor, Tax Consultant
Sarah Connor
Tax Consultant
Tax Professional's FAQ
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Automate Your Tax Compliance Today
Join 1,000+ financial professionals who trust our secure, local-first tax form filler.