Collect automates client intake so your firm receives complete, organized documents from every client — without follow-ups, without chasing, without the back and forth.
Clients send documents late, incomplete, or in scattered batches for you to sift through. Some upload to the portal. Others email attachments. Some ignore requests entirely. Your team spends hours chasing missing documents, sending reminders, and trying to figure out what's still outstanding.
Portals, organizers, email workflows, better project management tools. Maybe a combination of all of these. But nothing really fixes the problem — it just spreads it across more tools. So the chasing never stops.
When documents are missing, accountants end up working even longer hours during busy season just to keep up. Delays. Frustrated clients. Overworked teams. Returns that can't move forward.
saved per return on average — time your team gets back on every single file.
Collect replaces the manual back-and-forth of gathering client documents with a structured, automated workflow. Instead of chasing clients, your team sends a single guided request. From there, Collect handles the follow-up, tracks what's missing, and keeps everything organized.
Clients receive a clear, step-by-step experience that shows them exactly what to submit — no portal training, no account required.
Collect automatically reminds clients about missing documents so your team doesn't have to. The chasing happens without anyone on your staff lifting a finger.
As documents come in, Collect keeps them structured and easy to review. Your team can quickly see what has been submitted and what is still missing.
Two things make intake fall apart: documents that don't arrive, and documents that arrive disorganized. Collect fixes both.
Collect tracks every outstanding document and sends targeted reminders to clients on your behalf. No more manual follow-up emails. No more wondering who still hasn't sent their W-2.
Every document that comes in is automatically sorted, named, and filed. W-2s, 1099s, K-1s — each in the right place, ready for your preparer to open the return and get to work.
Most firms already have tools for collecting documents. Portals, emails, spreadsheets, organizers. They get used together, but they do not work together. Collect replaces that patchwork with a single system designed to run intake from start to finish.
Structured requests, document tracking, and workflows that match how your team already operates — not generic file collection bolted onto a platform.
Collect uses AI trained on tax workflows to guide intake, organize documents, and reduce manual work for your team. It knows what a complete return package looks like.
A better client experience that also makes your preparers' jobs easier. Less chasing means more time on the work that's actually billable.
Collect helps your team get complete, organized client documents in without the back and forth. Fewer delays, less manual work, and a smoother process from intake to completion.