Get back 20+ hours per week. Let automation handle document collection while you focus on what you do best—preparing returns and growing your practice.
Track document submissions, automate reminders, and process returns faster than ever before.
You spend hours emailing clients for W-2s, following up with phone calls, manually organizing documents, and tracking down missing information days before deadlines. Meanwhile, the clock is ticking and your deadline isn't moving.
What if your clients uploaded everything automatically? And you were notified the moment it arrived?
Send secure upload links via email or SMS. Customize your message and branding.
Clients submit documents 24/7. AI automatically classifies each file. You get instant notifications.
All documents organized and ready. Export to your tax software or download individually.
"We processed 300 more returns this season without hiring additional staff. The automated reminders alone saved us 20 hours per week."
"Game changer for our practice. Clients love the upload portal and we love not chasing down documents."
"Paid for itself in the first month. We're capturing billable time we used to miss and our clients are happier."
Automated email and SMS reminders send at perfect intervals. Save 15+ hours per week on follow-ups.
Smart document recognition identifies W-2s, 1099s, receipts automatically. Sort 500 documents in seconds.
Real-time dashboard shows which clients submitted and what's pending. No more spreadsheets.
Branded client portals with your logo. Upload documents 24/7 from any device. Secure and simple.
Billable time tracking logs every document processed. Export reports to see which clients generate revenue.
Google Sheets sync and REST API for custom workflows. Works with your current tools.
Process 500 clients with the same effort as 50. Automation handles the heavy lifting.
256-bit SSL encryption and secure cloud storage. Your client data is always protected.
Most firms are up and running in under 30 minutes. Our onboarding team guides you through setup, and your clients can start uploading documents the same day.
No. The client portal is designed for non-technical users. They receive a simple link, click "Upload Documents," and they're done. No login required for basic uploads.
Every plan includes email support with response times under 4 hours. Team and Enterprise plans get priority chat support and dedicated account managers.
Yes! Try our free interactive demo with sample clients and documents. See exactly how it works with a 14-day free trial before you're charged.
Absolutely. We use bank-level encryption (256-bit SSL), secure cloud storage, and comply with all tax industry data protection standards. Your client information is never shared or sold.
Yes, you can cancel your subscription at any time. Setup fees are non-refundable, but monthly subscriptions can be cancelled with 30 days notice. See our Refund Policy for details.
See why hundreds of CPAs have automated their document collection
"This platform has been a game-changer for our firm. We've cut document collection time by 75% and our clients actually love using it. Setup was incredibly easy."
"I was skeptical at first, but after using it for one tax season, I can't imagine going back. The automated reminders alone have saved me countless hours of follow-up calls."
"The ROI is incredible. We processed 30% more returns last season with the same team size. Our clients love the simplicity, and we love the time savings."
Start your free 14-day trial today.
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