Tax time
Find forms by tax year, account, property, employer, or person.
Household document storage
Keep important documents in one place.
Upload tax forms, IDs, insurance policies, property documents, medical records, and estate plans. Link each document to the people, accounts, property, and years it relates to. RecordWarden encrypts the file contents in your browser before upload.
Ways to use it
Find documents without remembering where you saved them.
RecordWarden links each document to the people, accounts, property, vehicles, and years it relates to.
Home and insurance
Keep deeds, mortgage statements, policies, and other paperwork with the property they cover.
Helping family
Give household members their own access instead of sharing a password or sending files back and forth.
Due dates and missing records
See which passports, licenses, policies, and other documents are due or missing.
One file, several views
Look it up by whatever you remember.
A tax form from a bank can appear under both the account and the tax year. It remains one file.
One protected file1099-INT — Ally savings
Ally savings
Statement — Q1 2025
Statement — December 2025
2025 taxes
Federal return — 2025
W-2 — Northwind Labs
This is one file shown in both views.
One protected fileExplanation of benefits — Harbor Pediatrics
Maya’s medical records
Annual checkup summary
Immunization record
Harbor Pediatrics
Visit summary
Payment receipt
This is one file shown in both views.
One protected fileDeed — Cedar Street Home
Cedar Street Home
Home inspection
Mortgage statement
Family estate plan
Family trust
Power of attorney
This is one file shown in both views.
Document checklist
See what is on file and what is missing.
Each person, home, vehicle, and account has a checklist. Adding a document updates it.
Try the example by adding the missing vehicle registration.
See the complete walkthroughVehicle records
2019 Honda CR-V
1 of 2 records on file
Title On file
Registration Ready to add On file
A demonstration only—nothing is uploaded.
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