Frequently Asked Questions

Automate with Cass is a cloud-based platform that helps tax professionals automate their document collection process. Instead of chasing clients for W-2s, 1099s, and receipts via email, you send them a simple upload link. They upload their documents, and our AI automatically classifies and organizes everything for you.

Think of it as a virtual receptionist for document collection—working 24/7 so you don't have to.

This platform is built specifically for:

• Solo tax preparers handling 20-200 clients
• Small to mid-sized accounting firms (2-20 staff)
• Enrolled agents (EAs)
• Certified public accountants (CPAs)
• Bookkeepers who also prepare tax returns

If you're tired of chasing clients for documents during tax season, this is for you.

Our average customer saves 22 hours per week during tax season. Here's the breakdown:

• 8 hours/week: No more sorting email attachments
• 6 hours/week: No more "did you send it?" email chains
• 5 hours/week: Automated reminders replace manual follow-ups
• 3 hours/week: AI classification eliminates manual document sorting

Results vary based on your client volume, but most firms see a 30-50% reduction in administrative time.

No! Automate with Cass is 100% cloud-based. You access it through your web browser (Chrome, Safari, Firefox, Edge). No downloads, no installations, no IT support needed.

Your clients don't need to install anything either—they just click a link and upload.

We offer 4 pricing tiers based on your needs:

• Starter: $49/month - 50 clients, 200 docs/month (No setup fee)
• Core: $99/month - 250 clients, 1,000 docs/month + $199 setup (Most Popular)
• Team: $299/month - 500 clients, 5,000 docs/month + $399 setup
• Enterprise: $799/month - 3,000 clients, unlimited docs + $1,499 setup

All plans include a 14-day free trial. Payment method required at signup, but not charged during trial. Setup fees are one-time only for new accounts.

If you go over your plan's limit, we charge $15 per 1,000 additional documents. We'll notify you when you're approaching your limit so there are no surprises.

Alternatively, you can upgrade to a higher-tier plan anytime, and we'll prorate the billing.

Yes! Pay annually and get 2 months free:

• Starter: $490/year (save $98)
• Core: $990/year (save $198)
• Team: $2,990/year (save $598)
• Enterprise: $9,990/year (save $1,598)

Contact us at automatewithcass@gmail.com to switch to annual billing.

Absolutely. Cancel anytime from your account settings. Cancellation takes effect at the end of your current billing period, and you'll retain access until then. No cancellation fees, no questions asked.

No, all payments are final and non-refundable. This includes subscription fees and one-time setup fees.

You can cancel your subscription at any time to prevent future charges. After cancellation, you'll retain access until the end of your current billing period.

Exceptions may be made only in cases of duplicate billing or clear processing errors, at our sole discretion. For full details, see our Refund & Cancellation Policy.

Most users are live in 5-10 minutes. Here's the process:

1. Create your account (2 minutes)
2. Customize your branding and email templates (3 minutes)
3. Invite your first client (1 minute)
4. Done! Your client gets their upload link immediately.

No IT support needed. No training required. It's designed to be simple.

No! That's the beauty of this system. You send your client a unique upload link. They click it, upload their documents, and they're done. No username, no password, no account creation.

This dramatically reduces friction and increases upload completion rates.

Yes! You can bulk-import clients via CSV file. Just prepare a spreadsheet with names and email addresses, upload it, and we'll create upload links for everyone automatically.

You can also add clients one by one if you prefer.

Currently, we offer direct export to:

• Google Sheets (automatic sync)
• CSV/Excel (manual export)
• PDF (document packages)

We're working on direct integrations with TurboTax, Drake, Lacerte, and ProSeries. Sign up for our newsletter to get notified when they launch.

Security is our top priority. Here's how we protect your data:

• 256-bit SSL encryption: All data is encrypted in transit (same as online banking)
• AES-256 encryption: All documents are encrypted at rest
• SOC 2 Type II compliance: Annual third-party security audits
• Regular penetration testing: We hire ethical hackers to test our security
• Access controls: Multi-factor authentication available
• Automatic backups: Daily encrypted backups

Your clients' data is safer with us than in email attachments.

Only you and your authorized staff. We use strict access controls:

• Each client's documents are isolated in their own secure folder
• Upload links are unique, encrypted, and expire after a set period
• Our staff cannot access your data (we only see anonymized metadata for system monitoring)
• You can revoke access for any staff member instantly

All data is stored on AWS (Amazon Web Services) servers in the United States. AWS is used by major banks, government agencies, and Fortune 500 companies.

We comply with US data protection laws, including CCPA and GDPR for international clients.

No. Absolutely not. We do not sell, rent, or share your data with anyone. Period.

We only share data with service providers who help us run the platform (like AWS for hosting, Stripe for payments), and they're all bound by strict confidentiality agreements.

We support all common document formats:

• PDFs
• Images (JPEG, PNG, HEIC)
• Microsoft Office files (Word, Excel)
• Scanned documents

Maximum file size: 25 MB per file. Need higher limits? Contact us.

Our AI classification is about 95% accurate for standard tax documents (W-2s, 1099s, receipts). However, we always recommend human review before filing.

You can manually reclassify any document with a single click if the AI gets it wrong.

Yes! Our upload portal is fully mobile-optimized. Clients can:

• Snap a photo of a document with their phone camera
• Upload it directly
• Get instant confirmation

About 60% of uploads happen on mobile devices.

We maintain 99.9% uptime with redundant servers and automatic failover. If there's ever an outage:

• We'll notify you immediately via email and status page
• Our team works 24/7 during tax season to resolve issues
• You can still access and export your data once service is restored

We've never had a major outage during tax season since launch.