Tax document chase automation
AI sends personalized reminders for missing W-2s, 1099s, K-1s, and bank statements. Tracks what's received, what's outstanding, and escalates — so your team stops playing email tag every January.
Tax season shouldn't mean 80-hour weeks
Your team spends more time chasing W-2s and K-1s than doing actual tax work. We build AI that automates document collection, handles routine client questions, and streamlines onboarding — connected to your workflow in Canopy, Karbon, or TaxDome.
What You Get
AI that eliminates the busywork so your CPAs do real work
Client question handling
'Can I deduct my home office?' 'When will my return be filed?' AI answers routine questions from your knowledge base instantly — freeing your team from repetitive calls during peak season.
Client onboarding automation
New clients get engagement letters, organizers, and secure upload links automatically. AI collects entity info, prior year returns, and access credentials — without your admin touching it.
Handle more clients without more burnout
Free 30-minute call. We'll look at your tax season workflow and show you where AI saves your team 10+ hours per week.