See pricing
🔒 The data never leaves your machine

Your client's whole tax pile, sorted into one clean PDF — in minutes.

A local AI reads, classifies and orders every slip the way you tell it to — then merges them into one correctly-ordered PDF. Built for Quebec slips: T4, T5, RL-1, RL-31, REER. Not a single page is ever sent to the cloud.

Get the Founder Lifetime — $399 See how it works
✓ No upload. No server. No data exposure. ✓ Works in French and English ✓ 14-day free trial

From a messy folder to a signed-off PDF

Point it at a client folder. Write your own sorting rules once. It classifies every document, orders them your way, lets you review, and exports one merged PDF per client.

1
Add client folders
2
AI sorts & labels
3
Review & export PDF

Everyone else stores your clients' data on their servers. We don't store it 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 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 pricing. Buy once or subscribe.

Prices in CAD. 14-day free trial, no card required.

FIRST 100 ONLY

Founder Lifetime

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

Solo

$290 /year
  • 1 preparer, all features
  • 2 months free vs. monthly
  • ~⅓ of TaxDome — and data stays local
Subscribe yearly or $29/month →

Firm

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