From Inbox Chaos to Organized Files: Tax Prep Automation
Problems we help you solve
Clients sending unorganized, mixed PDF/image files
Manual classification and naming of tax documents
Missing critical tax forms for filing
Slow client communication for document requests
Custom applications built to solve your specific challenges
AI-driven document classification (W-2, 1099, etc.)
Automated checklist verification (missing forms alert)
Secure client portal for file upload
One-click file renaming and routing
Everything you need in one complete package
OCR scanning
Encrypted file storage
Client reminder system
Tax software integration (e.g., Lacerte export)
Examples of what we can build for you
Classifies 100 client files and organizes them into folders in minutes
Compares expected documents to received and notifies the CPA of gaps
We use modern, proven technologies
Real impact on your business metrics
Starting at $149/month
Delivered in just 4 weeks • Fixed pricing • No hidden fees
We understand your needs and create a detailed plan (Days 1-3)
We build your app with daily updates (Days 4-12)
We test, polish, and deploy your app (Days 13-15)
Yes! We use modern frameworks and our extensive experience to deliver production-ready apps in 15 days. We focus on your core features and launch fast, then iterate based on user feedback.
We include 30 days of post-launch support for bug fixes and minor adjustments. For major feature additions, we offer ongoing maintenance packages.
Yes! We've built applications for various cpa client onboarding businesses. We understand the unique challenges and requirements of your industry.
After launch, you own all the code. We provide documentation and training. We're also available for ongoing support, maintenance, and feature additions.
Book a free consultation to discuss your project. No commitment required.
Schedule Your Free CallTrusted by 10+ companies • 11+ projects shipped • 15-day delivery guarantee