Ready solutions for accounting and tax
Every client document in, without anyone chasing.
A ready-made document chaser for tax season. It reminds every client on schedule, gives them one link to upload to, files what arrives where your team works, and shows who is still missing what.
- Live in 3 working days
- Fixed price, no hourly billing
- 14 day refund on the setup price
- Says it is an AI, every time
Automation Workflows
Document chaser for tax season
$449one-off setup
Then $39 a month care plan from go-live, optional.
Today you pay $225. The rest when you accept it.
14 day refund on the setup price
The problem
Tax season is won or lost on documents you have to chase.
The work itself is not the bottleneck. The bottleneck is the W-2 that has not arrived, the 1099 a client forgot they had, the bank statement promised last week. Somebody on your team sends the reminder, checks the inbox, updates the spreadsheet, and sends the reminder again.
Every one of those chases is a small job, and there are hundreds of them between January and April. They land on the same people who should be preparing returns, at exactly the time the returns are due.
The fix is not another reminder in someone's calendar. It is a system that chases every client on a schedule, gives them one link to upload to, files what arrives where your team already works, and keeps a live list of who is still missing what.
51%
of tax firms lack the time to automate more work
50%
say low-value work is their biggest barrier to profit
40%
say staff shortages limit what their firm can do
What it does
Your document chaser for tax season, working from day one.
Imports your client list and what each client still owes you
Sends a friendly reminder sequence by email, on the schedule you set
Gives each client one secure link to upload to
Files what arrives into the storage your team already uses
Keeps a live status sheet: who has sent everything, who is still missing what
Stops chasing the moment a client is complete, and never gives tax advice
Try it yourself
Try it as a accounting firm.
A live demo on a made-up business of your kind. Ask what your clients ask. Nothing you type is stored.
For example: dental clinic, law firm, marketing agency, food truck. The demos adapt to it.
One message comes in. It gets sorted, answered, logged in your sheet and CRM, and followed up, by the same AI a real build uses.
Want something none of these cover? Book a call and tell us what you need.
How it works
Ordered today, live in 3 working days.
Order online
Pay $225 today, half the setup, on our secure payment page. Or talk to us first if you have questions.
Tell us how you work
A short onboarding form: your client list, the documents you need from each type of client, and where uploads should go.
Live in 3 working days
We set it up and test it with you. Once you accept it, the other $224 is due and it goes live.
Your order
It does what we agreed, or you get the setup price back.
- The result, agreed in writingBefore we build, we write down the result your system has to deliver, in plain words and numbers. For example: every call answered, and a summary in your inbox within five minutes.
- Missed it? We fix it, then refundIf it misses that result in the first 30 days after it goes live, we fix it at no cost. If it still misses it 30 days after that, you get the full setup price back and we switch it off.
- 14 day satisfaction refundIf we deliver and you are not satisfied, you can ask for a full refund of the setup price within 14 days of delivery. The system is then switched off. The care plan can be cancelled at any time.
Document chaser for tax season
For accounting and tax
- Setup, one-off
- $449
- Today, to start
- $225
- When it goes live
- $224
- Care plan, from go-live
- $39 a month
- Costs to run, no markup
- About $25 a month
- Live in
- 3 working days
Ready solutions
Pick what you need. Live in 3 working days.
Already built for accounting and tax, so we only set it up for you. Order online, or talk to us first.
- Follow-upBack office
Document chaser for tax season
Imports the client list, sends reminders with an upload link, keeps a status sheet for the team
$449 setup
Then $39 a month care plan, optional.
Live in 3 working days
- Back officeFollow-up
New client onboarding
Sends the engagement letter and first forms, collects the signature and documents, and sets the client up in your tools.
$449 setup
Then $39 a month care plan, optional.
Live in 3 working days
- Anything else
Custom Built
Connected to the software you already run, several locations, or a job we have not listed. Choose what it does and see the price as you go.
Priced for you
In the calculator, in two minutes.
Customize your order
Works with what you use
Plugs into the tools you already run.
- QuickBooks Online
- Xero
- Karbon
- Canopy
- Financial Cents
- SmartVault
- ShareFile
- Google Drive
- OneDrive
- Gmail
- Outlook
- Google Sheets
Practice and booking software connects on plans that include API access. We check yours before you order.
A person is always one step away.
Anything that is not a document or a reminder, a question about a return, a fee or a deadline, goes straight to your team with the client's details and what they asked, so nobody has to ask twice.
FAQ
Document chaser for tax season: common questions.
Give your team its hours back.
A free 15-minute call. We look at where your week goes, show you what would take the most off it, and you see exactly what it costs before you decide.