AI Workflow
From upload to reminder automated at every step
2
Organize
Grouped by type and requirement
3
Smart Reminder
Auto-sent for missing docs
Powered by AI
You stay informed through real-time status updates while the AI keeps your workflow moving.
Consistent file organization across every client
Consistent naming across all clients
Automatic reminders for incomplete tasks
Full visibility into every automated action
What it automates
Detection and naming
W-2, 1099, K-1, IDs, and common forms
Smart reminders
Requests sent only for unresolved items
Status inference
When a file arrives, related tasks update automatically
Why it helps
No manual renames and mis-filed documents
Clients receive fewer, more relevant prompts
Returns move forward with less administrative effort
Automation that works
Stay informed with real-time updates while your workflow runs smoothly.