The tax-season document chase automated. Secure uploads and client routing without the billing hours.
Every January the same scramble starts: chasing clients for the W-2, the 1099, the missing receipt. Your team burns billable hours on follow-up that a system should handle.
Illustrative. Your system runs your rules.
Three moments this changes.
The same system, met at the points where a customer is won or lost.
The document chase
A client is missing three forms. The AI sends a clear, escalating reminder ladder until each document lands in their secure file, so the return is not waiting on paperwork your staff had to beg for.
Intake and routing
A new client inquiry comes in. The AI captures the scope, routes them to the right preparer by service type, and books the consult, so the right person picks it up with the context already attached.
The off-season check-in
Last year's clients get a structured outreach before the deadline. The AI answers their questions and gets them back on the calendar before they drift to another firm.
What we build for a business like yours.
The parts of the Communication Stack that do the heavy lifting for this kind of business.
Every module runs on the same foundation.
Built from your pricing, policies, and services, so it answers the way you would.
Every lead, booking, and full transcript flows into the CRM you already use.
See how all six modules fit together on the Communication Stack.
Start with a conversation.
Twenty minutes. You bring your call volume and your calendar; we'll tell you exactly what we'd build and what it costs. If it's not a fit, we'll tell you that too.