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Document processingWorkflow automation
June 26, 2026Collect tax documents from clients automatically
CPAs chase clients for documents every tax season. This system requests tracks and organizes everything.
Sends document requests. Tracks received items. Organizes by client and type. Flags missing.
Show me how this would work for usWhere this shows up
- Tax season document chaos
- Clients forgetting to send docs
- CPAs tracking received docs manually
What this replaces
- Email chains chasing documents
- Manual checklist per client
- Documents scattered across systems
How it runs
1
Requests sent automatically
2
Submissions tracked by client
3
Missing documents flagged
4
Everything organized for preparation
Outcome
- Less time chasing clients
- Clear visibility into missing items
- Tax prep starts faster
Best fit for
- CPA firms during tax season
- Accounting practices
- Firms collecting from many clients
We build and operate this system with your team.
Every system is tailored to your workflow and data. This is a starting point.
Want this built for your workflow?
We map your workflow and get a working system live in 1 to 2 weeks.
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