PDF Insight — Private Local AI Tax PDF Organizer (Mac/Win)
🔒 100% local — the data never leaves your computer<br>Got a messy folder of PDFs? Get back one clean, ordered file — nothing leaves your computer.
Drop a folder of receipts, statements and slips into PDF Insight. It reads each page, sorts and orders everything the way you ask, then hands back a single merged PDF. It all runs on your own computer.
✓ It sorts & merges client tax documents<br>✗ It is not tax-filing software — it doesn't do your taxes
Download the free trial<br>See how it works
✓ 14-day free trial, no card<br>✓ No upload. No server. Nothing leaves your machine.<br>✓ French & English · macOS & Windows
Who it's for
Two kinds of people use PDF Insight. Pick the door that sounds like you.
For accountants & bookkeepers
Tax preparers, bookkeepers and firms handling client files
Sorts and merges a client's T4, T4A, T5, RL-1, RL-3 and RL-31 slips into one correctly-ordered file
Speaks Québec slip vocabulary in French and English, the way your clients' documents arrive
Client files stay on your machine, so there's no third-party cloud copy to breach
See the accountant workflow →
For everyone else
Self-employed, and anyone with a pile of PDFs to organize
Self-employed: turn a year of receipts and statements into one clean PDF to send your accountant
Legal bundles, patient records, closing packages, research files
No setup and no jargon: drop in a folder, say how you want it ordered, get one file back
See everyday uses →
From a messy folder to a signed-off PDF
Point it at a folder. Write your sorting rules once. PDF Insight reads and classifies every document, even scanned pages, orders them your way, lets you review, and exports one clean merged file. Nothing leaves your computer. Curious how it works? It's all under the hood, just below.
Drop in a client folder
It sorts & merges
One clean, ordered PDF
T4 — Employeur ABC.pdfEmploi
RL-1 — Revenus.pdfQuébec
RL-31 — Logement.pdfLogement
REER — Cotisation.pdfDéductions
→ client-merged.pdf (ready) ✓
🧭 On the roadmap: a guided assistant that asks the right questions as you go, so nothing's missed in a client's return. Not in the app yet — the tool sorts and merges today.
How it works, under the hood
The plain version is above. Here's the technical detail, for anyone who wants it.
The local AI model runs via Ollama (free)<br>PDF Insight runs an open local language model on your own machine through Ollama, which is free to install. The model reads and classifies each document locally; no account, API key or internet connection is needed for the local tier.
On-device OCR for scans, via Tesseract (English & French)<br>Scanned and image-based pages are read with on-device OCR using Tesseract, in both English and French, so scanned slips are sorted and ordered just like native digital PDFs. The OCR runs entirely on your computer.
Nothing is uploaded, and it works offline<br>In the local tier, nothing is uploaded. No server, no cloud copy of your files. It works with no internet connection, so it keeps running on an air-gapped machine during tax season.
Optional, clearly-labelled paid cloud speed lane (Cerebras)<br>If you want near-instant processing, there is an optional, clearly-labelled paid cloud speed lane powered by Cerebras. It is off by default and billed separately; only when you turn it on do documents leave your machine.
Why local-first matters<br>Your clients' files never leave your computer. Not stored elsewhere — not stored at all.
TaxDome, SmartVault, Canopy and Dext lead with compliance badges precisely because client files sit in their cloud. Pasting documents into ChatGPT ships client SINs to a third party. PDF Insight reads, sorts and merges entirely on your machine — so there's no upload, no server, and no third-party copy to breach. It removes the risk instead of insuring it.
✗ Cloud document tools<br>Client files uploaded to someone else's servers. You're trusting their breach response.
✓ PDF Insight<br>The AI runs on your machine. Files are read locally and never transmitted. Nothing to breach.
Simple, honest pricing — pick what fits you.
Prices in CAD. 14-day free trial, no card required. Plans named for who you are, not for upsells.
🚀 Launch offer — first 100 customers: get the Founder Lifetime for $399 once, instead of subscribing. Same app, paid one time.
Solo
For one person organizing their own PDFs
$49 CAD, once
Pay once — perpetual for the current major version
Every local feature, on your own computer
No subscription, no account
Buy Solo — $49
Individual
For you — a solo preparer or personal use
$290 /year
One preparer, every feature
2 months free vs. paying monthly
About ⅓ of TaxDome — and data stays local
Subscribe yearly<br>or $29/month →
BEST VALUE · FIRST 100
Founder Lifetime
Pay once, keep it forever — for early adopters
$399 once
Lifetime access, all future updates
Every feature, no seat limit for solo use
Priority support, founder badge
Buy...