For tax practices
Every filing season your team spends whole days chasing client records.
January information returns, the April 15 deadline, extensions, quarterly estimates, and IRS notices. The chasing is the bottleneck, so that is what we automate, inside the tax software you already run.
We work with accounting, bookkeeping, and tax firms and nothing else.
What we build for tax practices.
Form 1040 record collection
Automated request sequences per client ahead of the deadline, chasing until the records arrive so filing season stops being weeks of manual follow-ups.
1099 and W-2 record collection
Contractor details, W-9s, and payroll records requested and gathered per client before January 31, so the information-return crunch runs without a person driving it.
Year end and Form 1120 readiness
Records and information for each business return requested and tracked, so 1120 and 1120-S filings are not held up waiting on the client at the last minute.
IRS deadline reminders
Clients reminded of their own deadlines automatically, in your firm's voice, so the responsibility to remember comes off your team.
The stack it plugs into.
We build around your tax software and the tools around it, through official integrations. No new platform, nothing new to learn.
- Drake
- UltraTax
- QuickBooks
- Xero
- TaxDome
- IRS e-Services
- Google Workspace
Map, build, run.
- 01
Map
We audit how work moves through your firm and where the hours go, costed against your own staff rates. You get a prioritized roadmap: what to build first, what it saves, what it costs. Delivered in 5 business days or it's free.
- 02
Build
Fixed scope, fixed price, fixed ship date, agreed in writing before anyone starts. Built and tested inside your existing stack. Training and documentation included. Nobody learns a new platform.
- 03
Run
Your automations monitored, maintained, and extended every month, so software updates and integration changes never become your problem. Or take the documentation and run it yourself. Both are fine.
The guarantee
We baseline your document turnaround before we start. If it hasn't measurably dropped 30 days after go-live, the full setup fee comes back to you.
Tax FAQ
Tax practices, answered.
Yes. The document collection runs on whatever cadence the client needs, the January push for W-2s and 1099s and the annual cycle for everything else, all from the same system. See the e-filing page for detail on the 10-return threshold.
That is the point. The automation does the chasing that currently swallows filing season, so your team handles the returns instead of the follow-ups. Clarity baselines your current turnaround first.
Your data stays in your systems. Access is scoped to what the build needs and revoked when it's done. We sign your NDA and data processing agreement.
Start with Clarity.
A paid audit of your tax workflow, delivered in 5 business days or it's free, and credited against your first build. You get a map of where the hours go, costed, and a plan to get them back before filing season.