Tax Season Document Chase Conductor
Personalized chase per client. Replaces Pixie Studio $115 + 9 hrs/wk admin.
The problem
Solo CPAs spend Feb-April 9-15 hours/week chasing W-2s, 1099s, K-1s, brokerage statements, and HSA forms one client at a time. Pixie Studio's chase module is $115/mo and still treats every client identically — no awareness of what was provided last year vs what's missing this year.
What changes
Agent compares this year's received docs against last year's filed return → builds a per-client missing list → sends personalized chase emails referencing the specific missing forms (not 'send me your tax stuff'), escalates after 5/10/15 days, books a 15-min call when a client goes silent past 21.
A day in the life
What this agent actually does.
- 1
Feb 1: kickoff blast — 'Hi Sarah, last year you provided W-2 Microsoft + 1099-DIV Vanguard + Schedule K-1 Bridgehouse LLC. Reply or upload to portal.'
- 2
Day 14 of silence: agent offers a calendly link with the 3 missing items pre-listed
- 3
Apr 1: extension-recommended list posted with reasoning per client
Works with
Connect to the tools you already use.
Bundles with
Pairs naturally with these skills.
Receipt & Expense Triage
Photo to categorized QBO entry in 30 sec. Replaces Dext $24/mo + bookkeeper time.
Replaces
Dext $24/mo + Expensify $25/mo + $160/mo bookkeeper triage
Client Weekly Report Builder
Pulls GA4 + Google Ads + SEMrush into a branded PDF every Monday. Replaces AgencyAnalytics $249/mo.
Replaces
AgencyAnalytics $249/mo + 10 hrs/wk account manager time
Deposition & Document Summarizer
1,000-page depo to 5-page timeline in 20 min. Replaces Everlaw $189/seat.
Replaces
Everlaw $189/seat x 5 = $945/mo (or CaseText CoCounsel $225/seat)
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