Documents arrive without the chasing. One checklist per client, every season.
Each client gets one checklist, a secure place to upload and reminders that go out on their own. Your team sees who still owes what, and chases only the exceptions.
Reminders sent on schedule
One list per client
Reminders stop the moment a document arrives, so nobody is chased for papers they already sent.
No more chasing emails
2018
Building and running live software since
1 week
Usually all it takes to start
Daily
Off-site backups, with restores we have tested
3
Cities: Istanbul, Amsterdam and Miami
What walks in
What firms usually tell us before tax season, and what we change first
“We chase the same clients for papers every year.”
One checklist per client, built from last year and sent before the season starts.
Seen in: Law, Tax & Accounting Firms
“Reminder emails are written by hand.”
Reminders on the dates you choose, stopping as soon as the document arrives.
Seen in: Law, Tax & Accounting Firms
“Documents arrive as email attachments.”
Secure uploads from a phone or laptop, stored where the public cannot open them.
Seen in: Law, Tax & Accounting Firms
“Nobody knows who still owes what.”
One view of every client and every open item, for the whole team.
Seen in: Law, Tax & Accounting Firms
“We pay for TaxDome but use half of it.”
If you want to keep the tool you have, we look at it first and set up checklists and reminders where it allows.
Seen in: Law, Tax & Accounting Firms
What you get
Six things it does, built and run by the same engineers
One checklist per client
Built from last year or from a template per client type: what is needed, by when, and what has already arrived.
Secure uploads
Clients upload from a phone or a laptop through their own link. Files are stored where the public cannot open them.
Reminders that go out on their own
Polite reminders on the dates you choose. They stop as soon as the document arrives.
Who owes what, at a glance
One view of every client and every open item, so your team chases only the exceptions.
Works with the tools you have
Connected to your practice software where it allows. Already on TaxDome or Karbon and want it set up there? We check what your account allows first.
Kept patched and watched
Updates tested on a copy first, monitoring, backups we have restored, and access removed when staff leave.
Who it is for
For firms that chase the same papers every season
A good fit
Chasing papers takes weeks every season.
Every reminder written by hand and every attachment in an inbox costs hours your team needs for the work itself.
- You prepare returns or year-end accounts for many clients at once.
- Chasing documents takes real hours every season.
- You want each client to see only their own list, with uploads stored safely.
Tax advisers · Accountants · Bookkeepers · Law firms
Not a fit yet
A few clients you see in person?
A shared folder and a phone call are enough, and we will say so.
Come back when the client list grows.
Want to replace your practice software?
We connect to it, or set up the one you already have.
Keep it; the checklists work with it.
How it gets set up
Your document lists first, then the tool
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Step 01
Map your document lists
Your client types, the papers each one needs and your deadlines, written down with your team before anything is built.
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Step 02
Build it or set it up
Checklists, uploads and reminders on a test copy, or set up inside the tool you already have. A few trusted clients try it first.
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Step 03
Connect your systems
Clients and deadlines come from your practice software where it allows, so nobody types them twice.
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Step 04
Run it every season
Lists updated for the new tax year, reminders checked, and the same engineers every month.
In production
The same pieces, running for other clients
FAQ
