Automated Document Collection
Stop chasing clients for paperwork
Why This Matters
Every tax season, your team spends weeks chasing clients for documents. Emails go unanswered. Documents arrive in random formats—photos of receipts, password-protected PDFs, paper dropped off in bags. You track who's sent what on spreadsheets. It's the most frustrating part of every engagement, and it delays everything downstream.
How We Solve This
We implement secure document collection portals with intelligent request lists, automated reminders, and real-time status tracking. Clients see exactly what's needed, upload securely, and get confirmation. Your team sees a dashboard of who's complete and who needs follow-up—no more chasing.
Deliverables
- 1 Client document portal setup and branding
- 2 Engagement-specific document request templates
- 3 Automated reminder sequences (email + SMS)
- 4 Real-time collection status dashboards
- 5 Secure upload and document organization workflows
- 6 Client onboarding guide and training materials
From kickoff to operational deployment
$3,000 - $10,000 setup
Portal licensing from $30/month
Streamlined document collection eliminates weeks of chasing during peak season, improves the client experience, and lets your team focus on substantive work instead of logistics.
This Service Is Included In
This AI service can be implemented as a standalone project, or as part of a comprehensive engagement:
Transformation Partnership
A comprehensive 12-18 month engagement where we implement 3-5 AI services, modernize your operations, and build a practice that runs on systems instead of you.
$37,500 →Transition Partnership
Comprehensive transformation plus transition support—from modernization through ownership change. We only succeed when you do.
2% of value created →Ready to Get Started?
Schedule a complimentary 30-minute conversation. We'll listen to where you are and help you think through your options.
No pressure. No obligation. Just honest conversation about your practice.