Client documents collected, extracted, and tracked.
Without your staff chasing them.
Every missing K-1, late 1099, and "did you get my upload?" email costs your firm staff hours it doesn't have in March. We build the intake system that tracks every outstanding item per client, follows up until it lands, and extracts the figures into your tax software with human review on anything uncertain.
Your busiest people spend busy season doing clerical work.
The organizer goes out, half of it comes back, and the long polite chase begins. Tracking lives in inboxes and heads. Follow-ups happen when someone finds a spare minute, which in March is never. Then every document that finally arrives gets opened, read, and rekeyed by hand. None of that work needs a CPA. All of it is done by people you pay like one.
Three questions firm partners ask first.
How is client financial data protected?
We build with IRS data-safeguard expectations and your own security plan in mind from the first scoping call. Client documents stay in your systems, model API calls run under enterprise terms that don't train on your data, and we align on a data-handling agreement before any build starts.
Will it work with our tax software?
That's a scoping question we answer honestly in discovery. Some platforms have clean APIs, some need middleware or structured exports. We map your exact stack during the Money Leak Assessment and only quote what we can actually wire up.
What does it cost and how long does it take?
Every build is quoted as a fixed price before any work starts. The first paid step is the $1,500 Money Leak Assessment, which credits toward the build. Implementation runs through the AI Operations Accelerator, a 30-day engagement.
Make next busy season the calm one.
Book a free 15-minute Discovery Call, or tell us your document bottleneck below and we'll reply within one business day with whether and how we'd fix it.
Book a Free 15-Minute Discovery Call →