Finally, tax season that runs itself.
A document collector your firm can connect, watch, and trust.
Works with
Product demo
See Tax Doc AI in action.
Features
Every document your team chases by hand, collected while you prep returns.
MSA_countersigned.pdf
Inbox · 8:14 AM
✓ New client detected
✓ Checklist opened · 9 documents
✓ First request drafted
Detection
An inbox watcher that spots signed engagement letters, opens the client's checklist, and gets the first requests out the same day.
- Scheduled
K-1 reminder
Tomorrow 9:00
- Replied
Bank statements follow-up
Sent 2d ago
- Sent
Final documents request
Sent 5h ago
Auto-chase
Firm-voiced follow-ups. Reminders go out on your cadence under your own name; the chasing stops the moment a client replies.
| Wages (box 1) | $84,120.00 | Checked |
| Federal withheld | $11,306.00 | Checked |
| Employer EIN | 82-1994807 | Checked |
| State wages | $84,120.00 | Needs a look |
Extraction
Reads all 44 document types on arrival. Every number is checked against its form, and anything doubtful waits for a human look instead of slipping into your numbers.
Workbook
Open a multi-sheet Excel with one tab per form, ready for prep the moment the last document lands.
Why Tax Doc AI
Your clients' documents, in your own storage.
Zero storage lock-in.
Client files stay in your Drive or SharePoint. Leave any time and nothing follows you out.
Firm-voiced by design.
Every request carries your sender name, reply-to, and signature. Clients answer you, not a vendor address.
Review it. Approve it.
A person clears anything uncertain. Nothing lands in the deliverable on a guess.
Trace every number.
Each number links back to the page it came from. When a figure looks off, the original is one click away.
Pricing
Priced by clients, not documents.
Annual billing saves 20%.
Growth
Most popularUp to 75 clients
- Everything in Starter
- Alerts
- Integrations
- Team roles
Never chase a client document again.
Connect your workspace and the first checklists open today.