Questions, asked plainly.

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.

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, brokerage statements, and the occasional 401(k) or IRA year-end form, and you start every March hunting for paperwork, Curator is for you.

Anything tax-relevant: K-1s from funds, SPVs, and operating LLCs, 1099-INT, 1099-DIV, 1099-B, 1099-R, 1099-NEC, W-2s, 401(k) and IRA year-end statements, brokerage tax summaries, mortgage 1098s, donation receipts, property-tax statements.

Curator does not impose a list of allowed document types. If it’s a PDF that matters at tax time, it belongs in your register.

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. We’ll only ever ask you to upgrade if you want the Pro features (automatic extraction, investment ledger, year-over-year analytics), and Pro is in private beta today.

There is one Curator forwarding address — taxdocs@curatorrecord.com — that every account uses. You don’t get a private alias; you tell Curator which of your own email addresses count as you, and forwards from those addresses are recognized as yours.

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.

For the small set of investor portals that release K-1s only as portal downloads, Curator offers an optional browser helper. You log in to the portal as usual, click Download, and the helper offers to forward the just-downloaded PDF to your Curator register. The helper never sees your portal password and never reads the contents of any other site. Otherwise: drag-and-drop upload always works.

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.

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.

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.

On the free plan, no automated reading happens. Curator stores PDFs, hashes them, and serves them back to you. On the Pro plan (when invited), Curator passes documents through an AI pipeline so the figures inside can be pulled into the ledger. That pipeline runs under zero-data-retention terms with our AI provider, and only if you’ve opted in. The specific provider is named in the Privacy Policy.

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.

Email privacy@curatorrecord.com from the address on your account. We delete every document, every share link, and every database row associated with you within thirty days, and confirm in writing when it’s done.

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.

The Pro tier. It adds automatic field extraction across every document, an investment ledger that tracks your private-market positions alongside the K-1s they generate, and year-over-year analytics on the figures behind your tax life. Pro is in private beta; sign up to the free plan and we’ll invite you when it’s ready.