Tax-season document chasing
The single biggest pain in the season: “send me your 1099s.” Drafted in your voice, sent on schedule with your approval, chased until it arrives, with a secure drop-off portal for the documents.
Industries · Accounting & CPA firms
Built for the season that eats your year.
Document chasing that never forgets, a deadline calendar that briefs you each morning, engagement letters that come back signed, and a “where is my return” portal that answers so your front desk doesn't have to.
A deadline calendar that briefs you
Filing dates per client on a synced calendar, with morning briefings so the season's shape is visible before coffee.
Engagement letters & e-sign chase
Your engagement letter as a fillable form, delivered, and politely chased until it comes back signed.
“Where is my return” without the phone call
A client status portal on our support-desk pattern, so the February phone tide breaks against a web page instead of your front desk.
A knowledge assistant for the firm
Firm procedures, prior-year notes, and internal how-tos, answered instantly for staff and isolated entirely to your firm.
Approval on everything
Every client-facing message is a draft until someone at the firm approves it. In a profession built on accuracy, that is the only acceptable design.
Next step
See it on your own business.
A short call, a look at how your work actually flows, and a straight answer on whether this fits. No pressure, no obligation.