Tax Document Collection & Prep

Every client document chased, organized, and prepped — before tax season starts.

An assistant that requests exactly the documents each client needs, chases the stragglers automatically, organizes everything as it arrives, and pre-fills the prep — so your team starts returns ready, not waiting.

Accounting firmsTax preparersBookkeeping

The problem

Tax season is a document-chasing marathon. Clients send things late, in the wrong format, or not at all, and your staff spends January through April sending reminders instead of preparing returns.

What we build

Personalized document checklists generated per client and entity type.
Automated, escalating reminders — the system chases, your staff doesn't.
Documents organized and labeled the moment they arrive.
AI pre-fill and prior-year comparison to flag what's missing or off.
A clear 'ready to prepare' signal when a client is complete.

The outcome

reminder emails sent by staff

Weeks

earlier to 'ready'

100%

organized intake

The build

ClaudeSecure uploadSupabaseNext.js

Every build is designed around your firm. We start with the one process worth automating, prove it on your real numbers, and expand from there.

P. 10

Epilogue

Let's write the
next chapter together.

Thirty minutes, no obligation. We'll learn about your firm and tell you exactly how we'd help.