Fifteenth User Guide
Fifteenth is an AI-powered tax platform that simplifies complex personal taxes by combining predictive technology with expert human guidance. Whether you're managing stock options, multiple K-1s, or freelance income, Fifteenth streamlines the process from document collection to filing.
🚀 Getting Started
- Sign Up or Log In
Visit app.fifteenth.com to create an account or log in. - Connect Financial Accounts
Link your banking and investment platforms. Fifteenth will automatically detect transactions that impact your taxes. - Upload Tax Documents
Simply upload your tax forms, letters, or pictures. Fifteenth will extract the necessary information, rename files, and organize them for you.
🔍 Key Features
📂 Document Automation
- Smart Uploads: Fifteenth reads and categorizes your documents upon upload.
- Auto-Renaming: Files are renamed for easy identification and organization.
📊 Taxcasting™ Technology
- Predictive Insights: Visualize your tax obligations and potential refunds.
- Detailed Analysis: Understand how specific values are calculated.
🤝 Dedicated Tax Team
- Expert Support: Access a team of tax professionals for personalized advice.
- Year-Round Planning: Receive proactive guidance throughout the year.
📈 Managing Your Taxes
- Real-Time Updates: Stay informed about changes in your tax situation.
- Scenario Modeling: Evaluate different financial decisions and their tax implications.
- Quarterly Estimates: Get assistance with estimated tax payments to avoid surprises.
💬 Support & Assistance
- In-App Messaging: Communicate directly with your tax team for quick responses.
- Help Center: Access a library of resources and FAQs for additional support.
💰 Pricing
Fifteenth offers personalized pricing based on your unique tax situation. For detailed information, visit the Pricing Page.
🔐 Security & Privacy
Your data security is a top priority. Fifteenth employs robust encryption and privacy measures to protect your information. For more details, refer to the Privacy Policy.