Accounting preparation platform

CollateTax™

Prepare source records, review accounting workspaces, and deliver organized accountant-ready files through focused tools.

Complimentary public beta

Use every available CollateTax tool without an account

Workspaces remain temporary. Share outcome feedback without financial values, identifiers, or document contents. Feedback is reviewed manually; no response time is promised. Donations are optional and do not change access or support.

Start here

Choose an outcome

Workspace

Available tools

Data safety

Temporary by design

Uploads are processed for the current task. Financial documents and workspaces are not retained as account history.

Source documents stay outside Guide AI. Guide AI receives only the permitted parsed, read-only context for the current page.

You remain in control. Review, downloads, handoffs, and any data-changing action stay within the tool that owns the workspace.

CollateTax™

Feedback and support

Share what worked or what should be improved, or contact the official CollateTax team by email.