Tax & Accounting Pack
Collect the documents, hit the deadlines, report every month.
Tax season without the document chase — client paperwork collected automatically, filing deadlines never missed, monthly reports sent on time, and invoices that collect themselves.
You don’t pay for anything we build until it’s live and working.
What’s in the Tax & Accounting Pack
12 workflows, working together — set up and maintained for you.
Clients get chased for W-2s, 1099s, and receipts automatically until everything’s in — February without the phone marathon.
Every client gets the season-opening email with checklists and deadlines — the whole book starts in January, not April.
Filing and extension deadlines surface early for staff and clients — no penalty letter surprises.
Any missing document gets requested again on a schedule until it arrives — the polite persistence you don’t have time for.
Bookkeeping clients get a clean monthly summary automatically — the deliverable that justifies the retainer.
Every client gets a year-end recap of their numbers — a premium touch that fills January meetings.
Clients book their tax appointment online and get reminders — a full calendar without reception overhead.
Clients confirm life changes — address, dependents, business status — before prep starts, not during it.
New clients get the engagement letter and document checklist automatically — onboarding that runs itself.
Expiring IDs, POAs, and authorizations get flagged for renewal — compliance stays quietly current.
Unpaid prep fees get a courteous scheduled reminder — receivables shrink without awkward calls.
Happy clients get a referral ask right after their refund lands — next season’s book, built this season.
Ready to put the Tax & Accounting Pack to work?
Book a free review and we’ll set up the pieces you need first — no credit card, no obligation.