AI-powered client intake that collects, organizes, and routes tax documents automatically — so your team works on returns, not admin.
No credit card required to start · Setup in 24 hours
Your team spends more time chasing missing documents than doing actual tax work. Sound familiar?
Following up with clients for missing W-2s, 1099s, and receipts takes 3–5 hours per week per staff member.
Organizing and routing documents into the right client folders is tedious, error-prone, and non-billable.
Clients don't know what they owe you or when. Generic checklists get ignored and deadlines get missed.
Admin overhead in tax season can eat 20–30% of your capacity — hours that should be billed at $150–$400/hr.
We build and manage an AI workflow that handles client intake, document collection, and follow-ups — running 24/7 without your team lifting a finger.
Personalized intake forms sent automatically to each client with their specific document checklist — no copy-paste needed.
AI sends timely reminders when documents are missing or incomplete. Clients respond faster, your team stays focused.
Documents are automatically categorized and placed in the right client folder the moment they arrive.
See every client's document status at a glance. Know who's complete and who needs a nudge without checking emails.
Integrates with your existing email, Google Drive, and practice management software. No new software to learn.
We handle the entire setup, testing, and launch. Your team is live in 24 hours with zero technical effort required.
Even a small CPA firm recovers the cost in the first week of tax season.
All plans include done-for-you setup and 30-day support.
For solo practitioners and small firms up to 3 staff
For growing firms with 3–10 staff and 50–200 clients
For multi-partner firms needing full workflow automation
Book a free 20-minute demo. We'll show you exactly how it works and what it would look like for your firm.
Book Your Free Demo →Most firms are live within 24 hours of our kickoff call.