Tax Summary
Upload a client return — Claude reads it and drafts an on-brand summary.
Upload a tax return
Drop a PDF or image here, or click to choose
Packet = cover letter for 2025 + this summary + the tax return, merged into one PDF.
TAX YEAR 2025 — PERSONAL TAX FILING
Client Name
Tax filings are some of the most sensitive parts of our lives. We're honored that you chose Rivet to support yours.
Here's how your 2025 wrapped up:
If you have any questions, please reach out. The biggest tax issues arise when they're not mentioned until it's too late.
— Nick & Kyle, Founders of Rivet
