Process Automation for CPA Firm Client Intake
True process automation isn't about complex software—it's about solving your biggest bottleneck. Stop manually chasing client documents and automate your entire intake workflow from start to finish.
Automate Your Client Intake →How Top CPA Firms Use Automated Document Collection
Our platform is designed specifically to handle the demands of tax season and year-round client onboarding, ensuring you get the correct documents, validated and secure, every time.
Automated Client Follow-Up
Our system automatically responds to client messages and sends persistent, polite reminders via email and WhatsApp, notifying them of exactly which documents are still needed.
AI-Powered Document Validation
AI analyzes every submitted file to instantly validate its authenticity, check for expiration dates, and ensure its completeness against your firm's specific requirements.
Centralized Status Tracking
Gain complete visibility into every client's intake process. Track the status of each required document and receive real-time notifications when a client's status changes.