Questions, asked plainly.
The questions below are the ones people most often want answered before they sign up. If yours isn’t covered, or something here is unclear, write to us.
What exactly is Curator?
Curator is a private register for the tax documents of a financial life. You forward documents in (or upload them); Curator files them by tax year and account; when you’re ready, you share a single time-limited link with your accountant for download. The free plan covers the entire forward-file-share loop.
Who is Curator for?
It’s built for the person in a household who quietly carries the tax-document load each year, and for the accountants those people work with. If you have K-1s from angel investments, funds, or family LLCs, alongside 1099s, W-2s, and 1098s, and you start every March hunting for paperwork, Curator is for you.
What kinds of documents can I store?
Four first-class types: K-1s from funds, SPVs, and operating LLCs; 1099s (INT, DIV, B, R, NEC, and the rest); W-2s; and 1098s. Other PDFs you still need to hand your accountant can be filed as Other.
Is the free plan really free?
Yes. The free plan is the entire organize-and-share product. We do not meter how many documents you store, how many tax years you keep, or how many accountants you share with. Pro is optional and self-serve from Settings → Billing: investments, properties, and dashboard analytics.
How does the email forwarding work?
There is one Curator intake address — taxdocs@curatorrecord.com. Register the inboxes you receive tax documents at; forwards from those inboxes are filed to your account.
When you create an account, the email you signed in with is registered automatically. You can forward any tax email from that inbox to taxdocs@curatorrecord.com — Gmail, Outlook, iCloud, your work account, anywhere — and Curator pulls the PDF attachment, identifies you from the forwarded message’s headers, and files it in your register within a few seconds. Mail forwarded from an address that isn’t registered to a Curator account is rejected.
What if a document is locked inside a portal that won’t email it?
Download the PDF from the portal and drag-and-drop it into Curator. Upload always works, including for investor portals that never email the document.
How do I share documents with my accountant?
From your register, generate a share link for a tax year. Set an expiration date, usually a few weeks out, or until April 30. Send the link to your accountant. They open it in any browser, optionally enter a one-time code you’ve given them, and download a clean bundle of every document for that year. You can revoke the link at any time, and you’ll see when it was used.
Does my accountant need a Curator account?
No. Accountants open share links with no account, no password, and no software install. Just a browser. The link is its own credential, and it expires when you say.
How is my data stored?
Documents live in private encrypted storage, with server-side encryption at rest and TLS in transit. Two-factor authentication is offered on every account and strongly recommended, and database-level access controls mean no row from your register is readable by anyone outside it, including us, except for the narrow operational access required to run the service. Our subprocessor list is published in the Privacy Policy.
Do you read my documents?
Inbound and uploaded PDFs are read just enough to file them: tax year, recipient entity, issuer, and form type. That routing step runs on every plan, through our AI provider under zero-data-retention terms (named in the Privacy Policy). We do not extract K-1 box amounts or build a tax return from the PDF. Pro is the investment and property ledger, not a deeper read of the form.
Can I export everything?
Always. From your register you can download every document, in original PDF form, in a single archive, at any time and on any plan. Curator does not lock your documents in.
How do I delete my account?
From Settings → Delete account, or email privacy@curatorrecord.com from the address on your account. That removes your login and your membership. Books and documents stay with the investing entity. If you are the last owner, active share links for those books are revoked so existing CPA links stop working. If you want the documents deleted too, say so when you write us.
Is Curator a tax-filing service?
No. Curator does not file taxes, calculate liability, or replace your accountant. It is the place your tax documents live so the people who do those things can do them faster.
What’s on Pro?
Pro is available now. It adds an investment ledger, real-estate properties, and dashboard analytics. Create a free account, then subscribe from Settings → Billing. Later roadmap work includes crypto, art, and a succession layer; none of those are required to use Curator today.