It chats with your clients, answers their questions, and follows up until everything is in. Every document arrives through one secure link.
🔒 Your clients' documents stay private. Encrypted in transit and at rest, isolated per firm, and never sold or shared.
The agent takes over. It asks, explains, and follows up until everything is in.
It knows what every client owes and reaches them by text or email. It asks in plain words and explains why each document is needed.
When a client stalls or asks a question, the agent answers right away and keeps nudging until they finish. Your staff chases nobody.
Every file arrives through the client's secure link, gets checked against the list, and shows on your board as in, missing, or doubtful. Named your way, ready for your tax software.
When a client asks whether the copy that came in the mail is the right one, the agent answers in plain words right away, so they keep going instead of waiting two days for your staff.
Instead of a 40-page organizer, each client sees a short list built for them: the W-2 from their employer, the 1099-B from their broker, with a plain reason why each is needed.
Each client gets a private, expiring link with no login or password. Files go there and nowhere else, so nothing sits in an inbox or a chat thread.
It nudges every client who still owes documents and stops as soon as they are done. Your staff never writes another chasing email.
Smith, John / TY26 / W-2 — Acme Corp.pdf. Finished documents are renamed to your convention, ready for Drake Documents, FileCabinet CS, or your Drive folders.
Documents are encrypted in transit and at rest, and each firm's data sits in its own space. Client files stay out of analytics and ad tools, and we never sell or share them.
We are onboarding a small group of firms for the coming season.