Tax Season Document Chase
Stop chasing clients for documents this tax season.
Your clients get a clear list of what's missing and friendly reminders until it's in. Your team gets its time back.
What it does
- Missing-document lists by text and email: W-2s, 1099s, K-1s, whatever is outstanding.
- Reminders until it's complete. They stop as soon as each item is in.
- Uploads go into your existing portal. Nothing new to learn.
- One status board: complete, partial, not started.
What it doesn't do
- No tax advice. Professional judgment stays with your team.
- We never store documents. We track whether an item was received, not what's in it.
- No new portal and no switching software.
How it works
- Setup (about 1–2 weeks). Your checklists and reminder schedule, worded the way you'd say it.
- Kickoff. Clients get their personalized list.
- Follow-up runs on its own. Clients who need a person are flagged to your team.
- You watch one board. Your staff works the returns that are ready.
Pricing: one-time setup plus a seasonal fee sized to your firm, quoted on the walkthrough.