Pilot installs open: 3 of 3 Price: $150 once Upkeep: $30 per month, optional Passwords kept after handover: 0 Refund if we cannot get it working Date: 14 October 2026

Tax clients owe you documents. Our assistant reminds them.

$150. Once. We never touch the documents.

Pick one: W-2s and 1099s, bank statements, or signed engagement letters.
3 open. 0 taken.

For tax preparers and CPAs. We install an assistant on your own email that reminds each client which documents are still missing, with the exact item named. It sends reminders and checklists only. We never receive, store or handle client documents; they go to your own portal or inbox, as they do today. $150 once, optional $30 per month. Updated 14 October 2026.

We never touch the documents.

Tax documents carry Social Security numbers and bank details. So the assistant only sends reminders and checklists. Your clients send documents to the place you already use. We never see them.

A reminder it writes.

"Hi Sam, for your 2025 return I still need your 1099-NEC from Acme and your December bank statement. Please upload them to your portal by Friday."

You approve it before it sends. Day 3, day 7, day 10.

$150

Once. Refunded if it fails.

5 days

To install.

Documents we handle.

$30

Monthly upkeep. Optional.

Only works if.

Your clients answer email.
You already have a place for documents (portal, folder or inbox).
You can give us access to your own email to draft reminders.

It will not make a client reply. It makes sure nobody forgets to ask.

Questions.

Do you see my clients' documents?

No. We never receive, store or handle them.

Does it text clients?

Email only for now.

Does it send alone?

Only if you allow it. Default: you approve each one.

Tax advice?

No.