Skip to content

Prepare tax documents

Gather and summarize what you need. This is not advice.

Gather and summarize what you need. This is not advice. The tools below run on your computer. Most of them are free, and the work stays on your machine.

ArchiveChat

Works offline · Free options

Not financial or legal advice. These tools only read and summarize text on your computer.

Easiest way to start

AnythingLLM + gpt-oss 20B

A desktop app for chatting with your own documents.

Will it run on my computer?

Check my computer
2 shown

Most tools here are free.

How to do it in 3 steps

  1. Install AnythingLLM from its official guide: AnythingLLM's docs.
  2. Open the gpt-oss 20B page and check the traffic light for a few kinds of computer.
  3. Follow that official guide. This site does not add its own install steps.

Questions

Does this upload my files?
No. The tools on this page are meant to run on your computer.
What does it cost?
Most options are free. A few apps are a one-time purchase, and a few models need a computer with more memory.
What if it will not fit?
Use Check my computer, or turn on the lighter memory filters. A red light on the model page means the file is too big.

Not into local AI? Try these instead

Ordinary apps for money & paperwork. The links use a placeholder referral code and may pay us.

Not financial or legal advice. These are budgeting and bookkeeping apps.

  • YNAB

    A budget that gives every dollar a job before the month starts.

    YNAB · #ad

  • GnuCash

    Free bookkeeping for accounts, invoices, and small businesses.

    GnuCash · #ad

  • Wave

    Invoicing and basic bookkeeping for a small business.

    Wave · #ad

Related tasks