🎉 Welcome to StayPaperless 2.0!

Discover the incredible improvements we've made to transform your tax season

What's New
🎨

Advanced Tax Return Processing

Professional tax form handling with intelligent page management!

Upload entire tax returns - Federal + State + Forms all in one package
Visual field mapping - Drag-and-drop signature fields onto any tax form
Auto-classification - System detects 1040, W-2, 1099, state forms automatically
Professional PDF.js viewer - High-quality rendering with zoom controls
Color-coded signers - Taxpayer (green), Spouse (red), Preparer (blue)
Password enforcement - REQUIRED for tax returns, optional for other documents

Supported Tax Forms:

Federal 1040
State Returns
Business Returns
Form 8879 E-file
State E-file Forms
Amended Returns

Tax Return Creation Flow:

  1. Upload PDFs - Drop your tax return files (can be multiple PDFs)
  2. Auto-scan - System classifies and detects form types
  3. Add signers - Select taxpayer, spouse, preparer
  4. Set password - REQUIRED for tax returns for security compliance
  5. Send or edit - Choose to send immediately or customize fields first
✍️

Revolutionary Signature System

Send complete packages for signature - no more separate pages!

Send entire returns - Tax returns, templates, all in one package
Smart page visibility - Show only required pages, hide worksheets
No login needed - Clients sign via email/text link (works on any device)
Multi-party signing - Taxpayer, spouse, preparer sign in sequence
Auto-finalization - Final PDF created and saved when all parties sign
Payment integration - Optional invoice payment before viewing final PDF

Complete Workflow:

1️⃣ Create package - System merges all PDFs + templates
2️⃣ Set visibility - Choose which pages clients see
3️⃣ Send links - Email/text to all signers
4️⃣ They sign - Each signer fills their fields
5️⃣ Auto-finalize - Final PDF created with all signatures
6️⃣ Notifications - Everyone gets email with download link
7️⃣ Saved forever - Final PDF in client's account files

Why This Is Revolutionary:

  • Example: 50-page return → Clients see only 3 signature pages!
  • Password Protected: REQUIRED for tax returns, auto-enforced
  • Emergency Backup: Can regenerate lost PDFs from originals
  • Audit Trail: IP addresses, timestamps, complete history
  • Payment Ready: Integration coming for invoice payment
🔧

PDF Utility Tools

Professional PDF editing right in your browser - no Adobe Acrobat needed!

Visual Page Editor - Drag-and-drop interface to merge, split, and reorder PDF pages
Compress PDFs - Reduce file sizes with 4 quality levels (screen/ebook/printer/prepress)
Merge PDFs - Combine multiple documents into one seamlessly
Split & Extract - Pull out specific pages or split into multiple files
Password Protection - Add or remove passwords (128-bit AES encryption)
Visual thumbnails - See every page with PDF.js rendering before saving

Visual Page Editor Workflow:

1️⃣ Upload PDFs - Drag & drop multiple PDF files
2️⃣ See thumbnails - All pages rendered visually (6 per row)
3️⃣ Reorder pages - Drag any page to new position
4️⃣ Select/delete - Check pages to select, delete unwanted pages
5️⃣ Save merged PDF - Download custom-ordered document
6️⃣ Or download selected - Extract only checked pages

Real-World Examples:

  • Combine tax documents: Upload 1040, state return, W-2s → Reorder → Merge → One PDF!
  • Remove blank pages: Scanned document has blanks → Delete them visually
  • Extract signature pages: 50-page contract → Select pages 1, 25, 50 → Download
  • Fix page order: Pages scanned backwards → Drag to correct order
  • Compress for email: 20MB file → Compress to 5MB → Easy to email
  • Password protect: Add password to sensitive financial documents

Access:

Click PDF Tools in the header menu (between Tax Mapping and Support Tickets)

Save $15/month per user - no Adobe Acrobat needed! 💰

📧

Built-In Email System

Send and receive emails directly from StayPaperless!

No more switching apps - Handle all client communication in one place
Professional emails - Send from your own business email address
Gmail-style interface - Familiar split-view design
Auto-organization - Emails link to clients automatically

How to use:

  1. Go to Settings → Setup Email
  2. Add your business email account
  3. Start sending and receiving emails!
📁

Smart Folder Organization

Never lose a document again with automatic folder creation!

Saves hours - No more creating folders manually (80% time savings!)
Perfect organization - Every client gets the same structure
Customizable - Set up YOUR preferred structure once
Automatic - Works for every new client

Typical folder setup:

2024/
  ├── Income Documents
  │   ├── W-2s
  │   ├── 1099s
  │   └── K-1s
  ├── Deductions
  │   ├── Medical Expenses
  │   ├── Charitable Donations
  │   └── Mortgage Interest
  ├── Bank Statements
  └── Completed Returns
🗂️

Enhanced File Management

Everything at your fingertips with desktop-like experience!

Drag and drop operations - Move files between folders with your mouse
Multi-select with rectangle - Click and drag to select multiple files at once
Instant search - Find any document as you type
SPA-style updates - Rename/delete without page reload
Bulk operations - Download, move, or delete multiple files
User tracking - Colored initials badges show who uploaded each file

Pro Tips:

  • Ctrl+Click - Select multiple files
  • Shift+Click - Select a range
  • Right-click - Quick action menus on any file
  • Drag folders - Move entire folders with all contents
  • Double-click folders - Expand/collapse to browse
  • Real-time search - Smart 2-second cooldown prevents API spam

Advanced Capabilities:

  • Windows Explorer-style - Folders first, files alphabetically
  • State preservation - Folder expansion remembered across operations
  • User initials badges - Colored badges show who uploaded each file
  • Permission indicators - "Full Access" vs "View Only" badges
🖼️

File Preview & Image Editing

Professional in-browser file viewer with powerful image editing tools!

Inline PDF viewer - View PDFs without downloading (powered by PDF.js)
Image viewer - Preview JPG, PNG, GIF images in high quality
Rotate images - Rotate left/right with one click, saves automatically
Crop tool - Advanced crop with click-and-drag selection and corner handles
Live crop preview - See exact crop area with dimensions before applying
Non-destructive editing - Original images always preserved

How to Edit Images:

1️⃣ Click any image - Opens in preview modal
2️⃣ Use toolbar - Rotate, crop, or adjust buttons appear
3️⃣ Rotate - Click left/right arrows (instant save)
4️⃣ Crop - Click crop button, drag selection box, adjust corners
5️⃣ Apply - Click "Apply Crop" button
6️⃣ Saved! - New version saved, original kept as backup

Perfect for:

Fix Rotated Scans
Crop Out Margins
Clean Up Documents
Remove Sensitive Info
Prepare for Printing

Advanced Features:

  • Corner handles - Drag NW, NE, SW, SE corners to resize crop area
  • Position display - See exact X, Y coordinates and dimensions
  • Aspect ratio - Free-form crop (any size/shape)
  • High quality - Edits maintain image quality
  • Browser-based - No uploads to external services, instant results
  • Version control - Can always go back to original

Supported File Types:

  • PDFs - Full inline viewing with PDF.js (no download needed)
  • Images - JPG, JPEG, PNG, GIF with editing capabilities
  • Documents - Word, Excel files download for local viewing
🎨

Professional Tax Form Mapping

Create perfect forms with precision!

Visual editor - See exactly where fields appear
Drag and drop - Place fields by dragging
High-quality preview - Crystal clear PDF display
Color-coded signers - Different colors for taxpayer, spouse, preparer

Perfect for:

State Tax Forms
Federal Forms
Engagement Letters
Custom Forms
📝

Professional Template Editor

Turn any PDF into a smart, fillable template!

Upload any PDF - Works with any document
Add signature fields - Place exactly where needed
Add text & checkboxes - Full form capabilities
Save and reuse - Use for every client

Perfect for:

Engagement Letters
Privacy Notices
Consent Forms
Questionnaires
🏷️

Custom Client Tags System

Organize and categorize clients your way!

Unlimited tags - Create as many tags as you need
Color-coded - Choose custom colors for each tag
Live preview - See how tags look before saving
Easy filtering - Filter accounts by tags instantly
Bulk tagging - Apply tags to multiple clients at once

Tag Examples:

High Priority
Needs Review
Complete
New Client
Business
Past Due

How to use:

  1. Go to Settings → Custom Tags
  2. Click "Add Tag" and choose a name & color
  3. Apply tags to clients in their account view
  4. Filter and search by tags!

Coming soon: Custom Fields for additional client data!

👥

Advanced User Management

Complete staff management with granular permissions!

Role-based permissions - Define custom roles with specific access levels
Granular control - Set permissions for each feature individually
User activity tracking - Monitor who's doing what
Office assignments - Assign users to specific offices
Security controls - Password requirements, login attempt limits

Permission Categories:

  • Client Management - Create, edit, delete clients
  • Document Access - View, upload, download files
  • Signature Management - Send signature requests
  • Template Management - Create and edit templates
  • Settings Access - Configure system settings
  • Reporting - View business analytics

Access: Settings → Roles to manage permissions

💼

Multi-Office Management

Handle multiple locations from one system!

Separate data - Each office has its own clients and files
Easy switching - Change offices with one click
Track users - See which staff are at which location
Google Maps integration - Address autocomplete and geocoding
Central control - Manage all offices from one dashboard

Office Features:

  • Create offices - Add new locations with full address details
  • Assign users - Track which staff belong to which office
  • Status management - Enable/disable offices as needed
  • DataTable listing - Search and filter all your offices

Access: Settings → Offices

🎯

Complete Account System

Professional client management from creation to completion!

Multi-contact support - Track primary, spouse, and additional contacts with priorities
Drag-and-drop contacts - Reorder contact priority with mouse
Individual & Business accounts - Different folder templates per type
Automatic year folders - Current + previous year created automatically
Activity history - Complete timeline of uploads, signatures, communications
Tabbed interface - Files, Contacts, Notes, Emails, Signatures all organized

Account Creation Flow:

1️⃣ Choose account type (Individual or Business)
2️⃣ Add contact information (primary + spouse if needed)
3️⃣ System creates year folders (2024 + 2025)
4️⃣ Folder template applied automatically
5️⃣ Account ready for files in seconds!

Advanced Features:

  • Create Year button - Add future year folders (2026, 2027) anytime
  • Apply Template - Add standard folders to existing accounts
  • Bulk Apply - Standardize folders across all accounts at once
  • Contact notes - Add private notes per contact
  • Custom tags - Tag clients for easy filtering
10,000+
Lines of New Code
8x
Faster Development
100%
Backward Compatible