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Tax season should be about the work, not the email.
We automate the chasing: missing documents, unsigned engagement letters, and the same status questions every client asks in March. Your team approves anything that goes out.
Where the time goes, and the fix
What we hear from accounting and tax firms again and again.
Chasing the same missing W-2 four times
Polite, scheduled reminders with a checklist of exactly what is still missing.
AI back officeEngagement letters that sit unsigned
Letters drafted from intake, sent, and followed up until they come back.
AI back officeWhere is my return?
Status updates drafted from your workflow so clients stop calling.
AI back officeA portal nobody uses
A simpler client portal built around the three things clients actually do.
Custom softwareA typical week, before and after
Same team, same tools, less chasing.
- Staff spend Monday morning chasing missing W-2s by email
- Engagement letters sit unsigned for weeks
- Clients call in March asking where their return is
- The client portal has a login nobody remembers
- Clients get a checklist of exactly what is missing, with polite follow ups
- Letters go out from intake and get followed up until signed
- Status updates go out from your workflow, so the phone quiets down
- A simpler portal built around the three things clients actually do
Guardrails
What we promise before anything goes live.
- No tax advice from automations. They chase, remind, and schedule.
- Sensitive documents stay inside your secure portal, never in email bodies.
Questions people ask first.
Don't see yours? Ask it and you'll get a straight answer.
Ask a questionWill clients know reminders are automated?
They will know they come from your firm, in your voice. Most clients just appreciate a clear list of what is missing.
Can this be ready before tax season?
Document chasing and engagement letters usually take two to three weeks to set up, so start by January.
See what this would look like for you.
A free 30 minute call about your week, your tools, and the one task you would hand off first.