Stop Chasing Clients for Documents
Automated document requests. Self-service client portals. Tax season scheduling that runs itself. Focus on advisory work, not admin.
Documents Received
T4s / W-2s uploaded by client
Auto-reminder sent yesterday
Tax Review Scheduled
Client self-booked for March 15
New Client Onboarded
Intake form completed
Sound Familiar?
You send 5 emails asking for the same T4 or W-2
Tax season scheduling is a nightmare of back-and-forth
New client intake takes 3 phone calls to complete
Documents get lost in email threads
How We Fix It
Three systems that collect documents automatically, onboard clients smoothly, and keep tax season manageable.
Client Document Portal
Clients upload documents to their secure portal. They see exactly what's missing. Automatic reminders go out until everything is in.
- Secure upload portal
- Automatic reminders
- Document checklist tracking
Tax Season Scheduling
Clients book their own tax prep appointments. Capacity limits prevent overbooking. Reminders reduce no-shows to near zero.
- Self-service booking
- Capacity management
- Automatic reminders
Automated Client Intake
New clients complete intake forms online before their first call. All the info you need, organized and ready - no back-and-forth.
- Digital intake forms
- Auto-populates your systems
- Engagement letter e-signatures
What Firms Are Seeing
Accounting firms using our systems are handling more clients with less stress. The key is getting documents and information upfront, automatically.
Fewer document chase emails
5 emails
Per client, manually
1 auto
System handles it
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Make next tax season your smoothest yet.
Book a free 15-minute call. We'll look at your current workflow and show you exactly where automation can save you time.
Best to set up before busy season starts