Premium

Premium does the heavy lifting

A vault for everyone you look after, AI that fills in forms, unlimited sharing and a bank agent. Two plans, Plus and Pro, on top of the free Core vault.

Start now Compare plans

Premium · Multiple vaults

One account, a vault for each member of your family

Kids, a spouse, aging parents, even an estate. Switch in one click; each person's records stay separate.

Try it: tap the vault name to switch.

Search or ask about your vault⌘KAddAB

Home

Live demo · click around

Alex Brooks · 3 items · last updated Nov 8

Favorites

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Passport United StatesPersonal

Harbor Federal CheckingFinance

Snap a photo. We fill in the details.

Point your camera at a passport, license or insurance card and the fields fill themselves.

Snap or upload a photo. AI running inside our own AWS account reads it.
TagData suggests the fields it found.
You review and edit. Nothing saves until you confirm.

Try it: pick a document and watch the fields fill themselves.

What are you scanning?Live demo · click around

Personal

Insurance

Add new ID

Upload a photo or PDF

We’ll read it and fill in the fields below.

Scanning your document…Reading the fields with AI. This usually takes a few seconds.

Details

All optional. Add what you have now, and edit any time.

ID typePassport

Scanned

Number563847291

Scanned · low confidence · double-check

Issued byU.S. Department of State

Scanned

CountryUnited States

Scanned

Date issued05/20/2021

Scanned

Expiration date05/19/2031

Scanned

ProviderSummit Health

Scanned

Plan typePPO

Scanned

Member IDXZK4821093

Scanned · low confidence · double-check

Group ID77120

Scanned

Payer IDSMH01

Scanned

Member nameAlex Brooks

Scanned

CancelSave

Premium · Unlimited sharing

Share as much as you need, exactly how you want

Core includes 3 active SmartShares. Plus removes the limit, with per-item control, expiry dates and a full access journal.

Try it: keep adding SmartShares and watch Core hit its limit.

SmartShares

Live demo · click around

Share by tap

Shared by you 3Shared with you 0

Search people, links, and items Show expired and revoked3 of 3 shares used

Pending invitations count toward this limit. Cancel one, or revoke a share you no longer need.

Avery Lin

avery@northbank.com

Person

2 items · View only · Expires in 7d

Dr. Rivera

rivera@example.com

Person

1 item · View and download · Expires in 30d

Sam Okafor

sam.okafor@example.com

Person

1 item · View only · Expires in 14d

Premium · AI agent

Your bank accounts, filed for you

Connect a bank and TagData pulls in your accounts and a monthly snapshot, filed under Finance.

Try it: tap Refresh balances and watch each bank update.

CategoriesFinance

Finance

6 items · Accounts, cards, tax returns

All 6Bank ConnectionsCash Accounts3Mortgages1Documents2

Live demo · click around

Connected accounts

Link a bank to import its accounts, refresh balances on demand, and file account snapshots in Bank Documents.

Add bank

Harbor FederalConnectedManage
2 accounts · last synced 11/3/2026
NorthbankConnectedManage
1 account · last synced 11/3/2026
Silver State MutualConnectedManage
1 account · last synced 11/3/2026

Premium · Vault assistant

Ask your vault. It answers from your records.

Answers come only from what you've stored, quoted exactly, with the record they came from. No guesses, no advice.

Try it: tap a question.

Vault assistant

Live demo · click around

Ask about your vault, or how TagData works. I read only your own records, and I don’t give advice.

Ask about your vault…

The assistant can make mistakes. Check anything important against the record itself.

Plans

Every feature, side by side

Core is free forever. Plus and Pro are the same features at two sizes: Pro adds vaults and connected accounts for a larger household.

Save up to 18%

Feature	Core$0 freeStart with Core	Plus$9/moChoose Plus	Pro$17/moChoose Pro
Vaults	1	3	10
Templated entry across all 8 dimensions	Included	Included	Included
Folders & document links	Included	Included	Included
Active SmartShares	Up to 3	Unlimited	Unlimited
Per-item share controls & expiry dates	Not included	Included	Included
Access journal	Not included	Included	Included
AI scan & autofill from a photo	Not included	Included	Included
Vault assistant	Not included	Included	Included
Bank agent: connected accounts	Not included	Up to 3	Up to 10

Prices per month, billed yearly. Cancel anytime.

Everything that matters, in one place you control.

Core is free forever. No credit card needed.

Try Tag today Watch the demo