Accounting & Tax Firms

Firms lose capacity in the gap between their tax software and their clients. Document collection, status updates and reminders consume hours that should go to the work itself.

• · Staff email clients repeatedly for missing documents.
• · Return status is tracked in a spreadsheet.
• · Clients call to ask where their return is.
• · Documents arrive by email, text and drop-off.
• · Engagement letters and signatures are chased manually.
• · Workload is hard to balance across preparers.

• Personalized checklists

  Each client sees exactly which documents are still needed.

• Secure uploads

  Documents uploaded and organized by client and year.

• Document recognition

  Uploaded documents identified and matched to the checklist.

• Status tracking

  Every engagement's stage visible to staff and clients.

• Reminders

  Polite, timed reminders for missing items and signatures.

• Workload view

  Preparer capacity and deadlines across the firm.

You stay in control: Staff decide what's required. · You choose which stages are shown. · Managers assign work.

1. First move: Personalized checklists
2. Engagement types and checklists
3. Document categories
4. Status stages
5. Tax software integration scope
6. Security and access rules

Starting project range: $5,000–$20,000+

Possible improvements, not guaranteed results. Final scope and price are set in your Blueprint.