Every April, your clients go silent. You're still waiting for W-2s, receipts, bank statements, and year-end documents three weeks before the deadline. Automated reminders and intake forms handle the chasing for you, so you're not scrambling the week before April 15.
Tax season runs on deadlines. Yours is April 15. Your clients' is "whenever I get around to it." By March, you're juggling 50+ clients, half of whom haven't sent documents yet. You're sending the same reminder email to groups, following up on voicemail, texting, checking in. A week before the deadline, you've got gaps in half your files and you're hand-holding clients through an intake call you should have had in January.
Every year, it's the same crunch. Every year, you swear you'll solve it. And every year, you can't hire another admin just for February and March.
of accounting firm owners cite getting documents and information from clients as their single biggest workflow challenge, up from 53.8% the year before.
That gap is already shifting: about a third of tax firms report using generative AI in their work today, with 14% going further into agentic AI that handles workflow steps directly, not just drafting.[11]
Automated intake forms that go to clients in January. Deadline-aware reminders that escalate—email, then text, then flag for manual follow-up. A dashboard showing you exactly who's missing what and how many days you have left. All integrated with your existing tax software.
Yes. We build automations that pull data from your existing software—QuickBooks, ProConnect, Lacerte, or whatever you're using. No rip-and-replace.
Yes. The system tracks individual client documents and deadlines, sends reminders on a schedule, and prioritizes which clients need follow-ups first.
Most firms are live within 2-4 weeks of the operational audit, depending on how many systems need to connect and how many workflows you want to automate.
The system escalates: email reminder, text reminder, then flags clients for manual follow-up. You get a dashboard showing who's still missing documents with how many days until the deadline.
