For small accounting and tax practices
Stop chasing client documents
Tax season shouldn't mean hours of reminder emails and missing paperwork. We set up an onboarding and document-chase system that runs alongside your existing practice software.
- New-client onboarding: engagement letter, ID checklist and document request in one link
- Automatic reminders until every document arrives
- Uploaded files sorted and checked against a missing-items list
- A weekly list of who is still outstanding
- Set up in 2 to 3 weeks, with your team shown how it works
Pilot for the first three firms: setup at $1,000 and the first month free, in exchange for honest feedback.
We automate the workflow. Compliance decisions stay with your firm.
Ask about the pilot