Process Automation for Tax Law Firms
True automation in tax law doesn't start with complex calculations, it starts with solving the biggest bottleneck: manually chasing and validating client documents. Our platform automates the entire document collection process from start to finish.
Request a Demo →Why Tax Law Professionals Automate Document Collection
Our platform is designed to handle the unique challenges of collecting complete, valid, and sensitive document sets for tax filings, audits, and compliance, freeing up your team to focus on high-value work.
AI-Powered Document Analysis
Our AI analyzes every submitted document to validate authenticity, check for expiration, and ensure completeness against your specific case requirements, significantly reducing errors and compliance risks.
Automated Client Follow-Up
Stop wasting billable hours on manual reminders. Our system automatically follows up with your end-clients via email and WhatsApp, notifying them of exactly which documents are still outstanding.
Real-Time Status Tracking Dashboard
Gain complete visibility into every case. Track the overall status of each end-client and see the validation status of every individual document, allowing you to identify and resolve bottlenecks instantly.