Your Life's Critical Documents,
Perfectly Organised

Stop hunting through folders for that one policy or tax form. oklido uses smart logic to classify, secure, and surface the documents you need for taxes, audits, and estate planning.

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Trusted by families and professionals across the UK

AES-256 EncryptionUK Data CentresGDPR Compliant99.9% Uptime
oklido.com
482
Personal Documents
476
Classified
6
Pending Review
Living Trust - Final.pdf
Estate Planning
Secured
Homeowners Insurance 2026.pdf
Insurance
Classified
HMRC Tax Statement
Tax/Investments
Ready for Accountant
10M+
Documents Organized
1,000+
UK Users
99.9%
Uptime SLA
< 2s
Instant Classification
Key Features

Built for Your
"Must-Haves"

From tax season to estate planning — everything you need to organise your life's critical documents.

Tax-Ready Organization

Stop digging through your inbox for P11Ds and dividend vouchers. Our AI automatically sorts your UK tax records into the correct HMRC tax year. When it’s time to file your Self Assessment, just click 'Share' and your accountant has everything they need.

Insurance & Policy Tracking

Never let a policy lapse or lose a claim number. oklido extracts key dates and coverage limits from your insurance PDFs so you have the summary at your fingertips.

The "Legacy" Vault

Organise trusts, deeds, and healthcare directives. Set up "Inheritance Access" so your beneficiaries can find the right documents exactly when they need them—and not a second before.

Audit-Proof Security

AES-256 encryption ensures your private financial life stays private. All data stored in UK data centres with complete audit trails for every document viewed or shared.

How It Works

Get Organized in Three Simple Steps

Go from document chaos to perfect organisation in minutes, not months.

01

Secure Import

Sync your email or scan directly from your phone. We support everything from blurry receipts to 100-page legal trusts.

02

Intelligent Categorization

The AI identifies the document type (e.g., "Life Insurance") and extracts the relevant year and entity. No more manual filing.

03

Instant Retrieval

Search for "What is my deductible?" or "2025 Property Taxes" and get the answer—and the document—in seconds.

Testimonials

Trusted by Families & Professionals

“Tax season used to be a nightmare of searching through my inbox. Now, I just hit 'Export' on my oklido Tax folder and send it to my accountant. It saved me at least 10 hours this year.”
DP
David Park
Real Estate Investor
“After my father passed, finding his trust and insurance papers was a secondary trauma. I got oklido for my own family so they'll never have to go through that. It's peace of mind in a digital box.”
SC
Sarah Chen
Managing Partner
Pricing

Plans for Everyone

Start free, upgrade as you grow. All plans include a 14-day free trial.

Free forever

Personal

Best for simple filing

Free
  • 100 Documents
  • 1 Email Sync
  • Basic Search
Get Started Free
Most Popular
£12/month

Premium

Best for active investors

£12/mo
  • 5,000 Documents
  • 5 Email/Cloud Sources
  • Tax-Ready Export
  • Smart Policy Alerts
Start Free Trial
Best Value
£29/month

Family / Trust

Best for Estate Planning

£29/mo
  • Unlimited Documents
  • Shared Family Vault
  • Inheritance/Beneficiary Access
  • Priority Audit Support
Start Free Trial
Contact us

Enterprise

Multi-tenant solution for organisations

Custom
  • Multi-Tenant Architecture
  • SSO / SAML Integration
  • Dedicated Account Manager
  • Custom SLA (99.99%)
Contact Us
FAQ

Frequently Asked Questions

Yes. Generic cloud storage is a "junk drawer." oklido is a "filing cabinet that thinks." We don't just store the file; we read it, tag it for taxes, and alert you when it's time to renew a policy or when important deadlines approach.
Our AI uses advanced machine learning models trained on millions of personal and financial documents. It analyzes document content, structure, and metadata to automatically categorize documents with 98%+ accuracy. You can also customize the taxonomy to match your specific needs.
Absolutely. We use AES-256 encryption for all data at rest and in transit. Your documents are stored in UK data centres in isolated, encrypted environments with strict access controls. We never share your data with third parties.
Yes! You can bulk upload documents via our web interface, connect your email, scan directly from your phone, or use our API for programmatic imports. We support everything from blurry receipts to 100-page legal trusts.
Our Family/Trust plan includes "Inheritance Access" — you can set up beneficiaries who will gain access to specific documents only when needed. , deeds, and healthcare directives so your loved ones can find what they need.
Yes, you can cancel your subscription at any time with no cancellation fees. If you cancel, you'll retain access until the end of your billing period, and your data remains exportable for 30 days.

Ready to Organize Your Life's Critical Documents?

Join families and professionals across the UK who trust oklido to keep their important documents secure, organised, and accessible.

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Free forever plan · No credit card required · Cancel anytime