Made by a Grok Bot user · Free

Tax Trail

Finds tax paperwork in your email and organizes documents and a checklist for your accountant.

Get Bot

By downloading or using this bot, you agree to our Terms.

  1. You give it a job
  2. Finds tax paperwork in your email
  3. You approve

What It Does

Finds tax paperwork in your email and organizes documents and a checklist for your accountant.

Who It’s For:Tax filers who need emailed documents gathered for their accountant.

What You Ask It

  • “Find tax documents in my email”
  • “Build a checklist for my tax return”
  • “Put my tax documents in an accountant folder”

What You Get Back

You get a list of needed tax documents, a return checklist, and a folder containing documents found in your email.

What It Won’t Do

It only reads your mail. It never submits filings or sends anything.

  1. ① You ask
  2. ② Works on your task
  3. ③ You review

Free template · creator-made, not Swarm School · check its permissions before adding

Why This Ranks High

Usefulness 82 of 100 · #248 in Money & Finance

  • It does one clear job and says what you get back.
  • Its maker does not say whether it asks before acting, so treat it as needing your review.

How we rank bots

Before You Add It

Safety and permissionsAccess, approvals and your responsibility

Made and shared by a Grok Bot user, not by Swarm School. Read what it does, then check every permission it asks for.

Not made by Swarm School or xAI. We can’t make any guarantees about it. You’re responsible for its actions. Review permissions; never run unchecked. Read the bot-use terms and how to add a bot safely.

Made this bot? Request removal.

How to add itSetup steps and your first test
  1. Add the template above.
  2. Check what it can access, then connect your own apps.
  3. Try a small task first, and check the results.

Have the desktop app? Open it there.

Prefer a specialist? Build It For Me automations.

All Money & Finance bots →

  • The Bookkeeper's Helper — Books Tidy All Year, Not Just Tax TimeMade by a Grok Bot user

    Helps sort business transactions, collect missing receipts, and prepare a monthly bookkeeping summary.

    By News Gurus🦉 · 82/100

  • ToS Hazard CardMade by a Grok Bot user

    Explains potential problems in terms you paste, citing clauses about data, ownership, liability, and leaving the service.

    By Andy Mccutcheon · 82/100

  • Unclaimed Property MinerMade by a Grok Bot user

    Searches a state's unclaimed funds records using a person's name and reports possible matches without submitting applications.

    By Mike · 82/100

Free 16-page Grok Bot Power User Guide (PDF). Get the setups most users skip, with copy-paste prompts.

Related Guides

Browse bots → All guides →

Rather Have It Set Up For You? Build It For Me →

Free Weekly Newsletter

One Useful Bot, One Fix, Every Week. Free.

See What's Inside →