Tax Season Document Collection on Autopilot.
Your AI calls 500 clients, collects missing documents, schedules appointments, follows up on payments. Your accountants do actual accounting.
Use Cases
Stop chasing clients. Let AI do it.
From document collection to payment reminders, your AI handles the calls so your team handles the numbers.
Document Collection Calls
AI calls your clients to request missing W-2s, 1099s, receipts, and other documents. It knows exactly what's missing from each client's file.
Quarterly Review Scheduling
Automated appointment booking for quarterly reviews, year-end planning, and tax prep meetings. The AI handles all the back-and-forth.
Payment Follow-Ups
Gentle, professional reminders for outstanding invoices. The AI tracks who's paid, who hasn't, and escalates based on your rules.
Tax Deadline Reminders
Proactive calls about upcoming deadlines, extension requirements, and estimated tax payments. Never let a client miss a filing date.
Post-Call Dashboard
See who responded. Who's pending.
Real-time visibility into every client interaction. Know exactly where each engagement stands.
Document Collection Status
Tax Season 2026Johnson Family Trust
W-2 and 1099-INT received
Smith & Co LLC
Awaiting K-1 partnership docs
Dr. Rachel Chen
All documents submitted
Metro Retail Group
Retry scheduled for tomorrow
Williams Estate
Missing 1099-R, follow-up sent
Integrations
Works with your accounting tools
Call data, client responses, and appointment details sync directly to your existing software.
Flexible Pricing
Seasonal pricing available.
Pay only during tax season.
Scale up in January, scale down in May. No annual contracts. No paying for months you don't need.
By the Numbers
Results that speak for themselves
500
Calls per Day
60%
Faster Doc Collection
Zero
Manual Follow-Ups
48hr
Setup Time
The Team
Built by engineers from Microsoft, Spinny & IIT
Production systems at scale. Now building voice agents that never drop a call.
Ready to automate tax season?
30-min demo. Live AI agent collecting documents. No pitch deck. Just results.