Who this helps
founders, freelancers, assistants, and families preparing tax document folders for an accountant.
NameBatchAI workflow
Rename tax documents before sending them to an accountant.
Rename tax documents with safe labels for year, payer, category, month, and document type before accountant handoff.
Naming rules
- Use tax year prefix
- Label document type
- Add safe payer or category context
- Avoid sensitive numbers
Filename examples
- scan.pdf -> tax-2026-contractor-1099-client-a-001.pdf
- receipt.jpg -> tax-2026-medical-receipt-january-002.jpg
Workflow
- Upload tax documents.
- Choose archive style.
- Add tax year, document type, payer, or category rules.
- Review and download accountant-ready copies.
How it works
Upload a batch, choose the closest naming style, add a short instruction, review the AI suggestions, then download a renamed ZIP. Start with 10 files free; buy the $9 batch pass only after the preview shows that the naming pattern is useful for the full folder.
When the $9 batch pass makes sense
Use the paid pass when the free sample already saves review time, the folder has more than 10 files, and you need consistent renamed copies before upload, archive, or client handoff. Files stay in your browser, and every suggested filename should be reviewed before downloading the ZIP.
Payment and support
Paid batch passes are delivered by email after PayPal checkout. If a receipt or pass code needs review, the support form keeps the request attached to your order details.
Open supportIs this tax advice?
No. It only helps organize filenames. Review categories with your accountant or tax process.
Should I include full SSNs or account numbers?
No. Use safe labels and avoid sensitive identifiers in filenames.