Client Tax Doc Collector
Chases W-2s, 1099s, K-1s from clients with portal upload. Replaces SafeSend Returns $300/mo.
The problem
SafeSend Returns runs $300+/mo for client document collection. Mid-size CPA shops still spend 40-60 hours/season chasing missing docs by email and text.
What changes
Pulls last year's return checklist → emails + texts client with secure upload link (Filestack/Uploadcare) → escalates daily if missing → tags docs with type via OCR → drops into firm's DMS folder.
A day in the life
What this agent actually does.
- 1
Mar 1: Kicks off 287 client checklists — average 11 docs each
- 2
Mar 8: 92 clients still missing items → personalized SMS + portal nudge
- 3
Mar 22: Auto-files received W-2 to /Returns/2025/Smith/W-2.pdf with renamed filename
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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