Your giving, together
One calm place for every gift you give.
The Gift.tax workspace keeps your gifts, check results and conversations organized by person and year — so tax season is a summary, not a scramble. Here's exactly what you'll get before you share your email.
Your giving, together.
2026Gifts recorded · sample
Maya Lee
Toward her first home
$17,000
Theo Williams
College fund top-up
$7,000
Leah Patel
Wedding gift
$3,000
Total given in 2026
$27,000
Sample data — your workspace starts empty and private.
Ask and check first
Use the free gift check and AI guide without an account. Without an account, your answers are kept temporarily on our servers, tied to this browser, and deleted after the session expires. Nothing goes into a workspace until you create an account and save it.
Save what matters
With a free account, your check results, conversations and gift records live in one private workspace.
Share on your terms
Invite an advisor to view exactly the records you choose — read-only, and you can end access anytime.
A free account includes
- Unlimited gift records, organized by recipient and year
- Saved gift-check results and conversation history
- A Form 709 organizer worksheet you can save and revisit
- Read-only sharing with an advisor you choose
- No card required — upgrade only if you want more
Free forever · no card required · delete your account anytime