AI and software for accounting & tax.
Client documents collected, read and tied out, so your staff spend tax season reviewing instead of chasing.
- Document intake
- K-1 tracking
- Workpaper prep
Sound familiar?
Where the time goes.
Accounting and tax firms spend the busiest months of the year chasing documents and keying them in. We build tools that collect client documents, read them, tie them to the return or the workpapers and show what is still missing, so your staff spend their hours on review and advice.
Chasing documents
Staff send the same reminder three times, and the return waits on one late form.
Keying in what is already typed
Figures from K-1s, 1099s and statements are re-entered by hand, then checked again.
Extensions that pile up
The partner sees the crunch only when the extension count jumps in September.
Example: a fictional tax firm's returns board on September 2, laid out like an airport departures board. Oakline Holdings has all 28 of its K-1s and is boarding; Ridgeview Partners (14 of 14) and Northgate RE Fund (19 of 19) are on time; Harbor & Pine LP (27 of 28 K-1s), Castell Trust (7 of 8) and the Delmar family (11 of 12) are held at the gate. A side panel shows that three missing K-1s are holding 11 returns: the K-1 from Brightwater Fund III to Harbor & Pine LP holds 7 returns, due September 15; the one from Sound Street Partners to Castell Trust holds 1, due September 30; and the one from Kessler Industrial LP to the Delmar family holds 3, due October 15. Reminders to the three issuers are drafted for staff to review and send.
Use cases
What we would build for you.
- Automation
The departures board
- The situation
- A real estate investor's return cannot be finished until every K-1 arrives, and some arrive in September. Staff spend the season chasing paper, and the partner sees the crunch only when extensions pile up.
- What we build
- A mailbox and portal reader that recognises K-1s, reads the boxes, ticks off each client's expected list and drafts reminders for staff to send. Preparers confirm every value.
The moment Three missing K-1s are holding eleven returns, and the board shows which three.
- Security & compliance
The evidence puzzle
- The situation
- Before a SOC 2 or similar audit, clients scramble for screenshots and access reviews in the week before fieldwork, and the engagement slips.
- What we build
- For your clients, a collector that pulls evidence from their cloud, HR and ticketing systems on a schedule and flags anything stale. The control owner approves before anything goes to the auditor.
The moment The access review that is 92 days old shows up as a missing piece weeks before the auditor asks for it.
- Data
Passport stamps
- The situation
- Closely held businesses cross state filing thresholds quietly, through new sales, payroll or property. The exposure usually surfaces as a notice.
- What we build
- A review of each client's sales, payroll and property by state against thresholds your team maintains, with a list for the partner at planning time.
The moment A client's Tennessee sales cross the line in August, and it becomes a planning conversation instead of a notice.
How it works
How tax season gets its review time back.
- 01Map the seasonWe look at last season's returns: what came in late, what was keyed by hand and where the review time went.
- 02Agree each client's listThe documents every client should send, built from last year's return and kept up to date.
- 03Collect and readDocuments arrive through a portal or a mailbox, and are recognised, read and matched to the client's list.
- 04Staff reviewPreparers confirm every value before it goes into the return, and reminders are drafted for staff to send.
Related work from other industries
Common questions
What people ask us first.
- Does it work with our tax software?
- It prepares data in the formats your tax and workpaper software already import, so preparers keep the tools they know. We confirm the formats during discovery.
- Is client data secure?
- Documents stay in environments you approve, with access limited to your staff, and how they are handled is agreed in writing before work starts.
- Who checks the numbers?
- Your preparers and reviewers. Every value read from a document is shown next to its source for them to confirm.
How we work
Tell us what is slowing your team down.
A free discovery call, then a written recommendation with one agreed price. A deposit to start, and the rest when it does the job.