Process Automation for Tax Preparation Services
Stop wasting tax season chasing client paperwork. True process automation begins by eliminating the manual, repetitive task of document collection.
Start Automating Now →Why Tax Professionals Automate Document Collection
Our platform is designed to handle the specific challenges of collecting W-2s, 1099s, and other critical tax forms, so you can focus on filing, not follow-ups.
Automated Client Follow-Up
Our system automatically sends reminders to your end-clients via email and WhatsApp for any outstanding tax documents, saving you countless hours of administrative work.
AI-Powered Document Validation
AI analyzes submitted files to validate their completeness and authenticity against your requirements, ensuring you have the correct forms before you even start working.
Real-Time Status Tracking
Get a clear, real-time overview of every end-client's progress. Instantly see which documents are submitted, pending, or invalid in one central dashboard.