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Simplifying the CPA Workflow

Save hours a week and grow your business with our automated client outreach and document review tool

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Our easy-to-use AI Tool

Auto-detects incomplete info and requests files from clients

Document scanner

Detects incomplete client information in tax documents

Client communication

Directly messages clients to request necessary documents

Ready-to-file exports

Securely exports documents to CPA tax filing software

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How does it work?

Let us take care of the back-and-forth.

Step 01

Your clients submit their tax documents in our secure online portal.

Step 02

Our smart scanner detects and flags incomplete information from the client documents.

Step 03

Your clients are automatically requested to upload the necessary documents in our secure portal.

Step 04

The missing client documents are exported directly to your tax filing software.

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