Automate Missing Document Follow-Ups for CPA Firms
The Problem
Chasing clients for missing W-2s, 1099s, and K-1s during tax season is the most tedious part of the year — and it never ends.
What We Build
AI tracks which documents have been received per client, sends personalized follow-ups for missing items, and escalates to the preparer when complete.
Tools & Integrations
SmartVault Email Google Sheets
How It Works
1
Discovery Call
We map your current missing document follow-ups process and identify exactly where AI saves the most time.
2
Build & Integrate
We build the AI workflow and connect it to the tools you already use — no software changes required.
3
Review & Refine
You review the results, we fine-tune until the workflow matches your standards — then it runs on autopilot.
Ready to automate missing document follow-ups?
Book a free 30-minute call. We'll walk through your current process and show you exactly how this workflow would work for your team.