CPA firms

Client document collection without the tax-season chase.

A focused layer for missing files, portal uploads, organizer gaps, e-sign status, and specific client follow-up.

Signals

Clients upload partial files, send photos by email, miss organizer fields, or leave staff rebuilding what is still missing.

First pilot

Read incoming files against a checklist by engagement type, flag missing items, and draft exact follow-up messages.

Measured by

Fewer reminder touches per client, faster complete-file status, and less partner/admin time spent reconstructing missing pieces.