Passthrough
Quiet mode · nothing needs you right now

0 forms filed this week, 0 minutes of your time.

You captured your facts once. Passthrough is filling and filing the rest behind each institution's login — you'll only see the receipts.

Forms filed
0
last 30 days
Minutes saved
0h 0m
you didn't type
Hold time skipped
0h 0m
the co-pilot waited
Calls placed for you
0
all in the background
Fields you didn't type

Each new portal asks less of you.

Fields we'd have handed to you across your last 5 portals.

−95%
since portal 1
40221252
Portal 1
Portal 2
Portal 3
Portal 4
Portal 5
Paperwork handled for you
0%
handled
of the fields on your last portal filled themselves from your Vault.

Activity

live
  1. SS-4 filed with IRS
    Estate of Margaret Vale
    just now
  2. Form 56 receipt sorted
    Documents · IRS
    12 min ago
  3. Voice co-pilot called IRS
    Confirmed Form 56 receipt
    38 min ago
  4. New fields extracted from CEAC
    US Dept. of State · B-2
    1 hr ago
  5. DS-11 filed
    Estate closure records
    yesterday

Live jobs

Portals
IRS SS-4·IRS · Estate of Margaret Vale
Application for Employer ID (Estate)
12 min ago · Estate settlement
Sorted
Detected
Extracted
Filled
Awaiting approval
Sent
Sorted
IRS Form 56·IRS · Estate of Margaret Vale
Notice Concerning Fiduciary Relationship
1 hr ago · Estate settlement
Sent
Detected
Extracted
Filled
Awaiting approval
Sent
Sorted
DS-160·US Dept. of State · CEAC
Nonimmigrant Visa Application
just now · B-2 renewal
Review & approve
Detected
Extracted
Filled
Awaiting approval
Sent
Sorted
IRS Form 706·IRS · Estate of Margaret Vale
Estate Tax Return
3 min ago · Estate settlement
Filled
Detected
Extracted
Filled
Awaiting approval
Sent
Sorted
CA TOD-110·CA Probate Portal
Transfer on Death Affidavit
just now · Estate settlement
Extracted
Detected
Extracted
Filled
Awaiting approval
Sent
Sorted
FID-BEN-22·Fidelity
Beneficiary Change — Fidelity IRA
moments ago · Estate settlement
Detected
Detected
Extracted
Filled
Awaiting approval
Sent
Sorted