Every document. Perfectly filed. Instantly found.
Your clients email it, scan it, or drop it in a folder — NexusPort reads it, classifies it, names it, files it, flags the sensitive data, and indexes every word. You just search.
Chaos
The Engine
NexusPort AI
OCR ✓
Order
Smith, John / 2025 / Income Documents / Smith_John_2025_W2.pdf
Acme Corp / Contracts / Acme_MSA_2026.pdf
CONFIDENTIALJohnson, Mary / 2025 / Deductions / Johnson_Receipts_Q1.pdf
…and migrate anywhere, when you're ready.
HOW IT WORKS
Intake from anywhere
Drag-and-drop, a private intake email address, synced Dropbox/Drive/SharePoint folders, or a phone photo. All channels, one pipeline.
AI reads and classifies
OCR built for messy reality: scans, handwriting, photos. 100+ categories including full tax-form coverage (W-2, every 1099 variant, K-1, 1098, IRS notices).
Filed by your rules
Deterministic filing rules put every document exactly where you'd put it — /Smith John/2025/Income Documents/Smith_John_2025_W2.pdf — automatically, in under two minutes.
Found in seconds
Type smith w2 2025 — or just ask: “What income documents are we still missing for the Smith 2025 return?” Grounded answers with citations to the actual documents.
Private intake email
Clients email documents straight into the right workspace. Unknown senders are quarantined, never trusted.
Smart filing rules
You define the structure once; the AI classifies, the rules file. Consistent naming, consistent folders, zero drag-and-drop.
PII radar
Every SSN, EIN, account number, and signature flagged on arrival. Know exactly which documents carry risk.
Full document history
Ingestion to retrieval: every view, move, version, and download logged. Your audit answer, automatic.
Versions & retention
New statements supersede old ones cleanly. Retention policies applied on filing; nothing is ever auto-deleted without human approval.
Missing-document checklist
See received vs. missing per client per tax year. Know who to chase before the deadline, not after.
And when the big project comes, you're already ready.
Workspaces keeps your estate classified every day — so when a modernization program or an acquisition lands, NexusPort's migration engine starts from a fully mapped, compliance-flagged estate. Same platform. No re-discovery.
Request a Demo
A member of our team will respond within 24 hours.