For solo & small CPA firms
Never chase a client for a
tax document again.
Watch a solo CPA clear a full season of document chasing in three minutes, without hiring.
20 minutes. We'll see if it fits your firm.
See every gap at a glance
Ask in plain English who still owes documents. It reads your files and tells you exactly what's missing, per client.
Chase emails, drafted for you
One sentence writes a personalized reminder for every client behind, grounded in their own missing items and deadline.
Your evenings back
Take on more clients without hiring another person. You stay the CPA. The chasing runs itself.
Take on more clients. Without hiring.
If tax season has ever had you at your desk at ten at night waiting on an envelope, let's change that.
Book a call →