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Transform tax season from nightmare to breeze.
Our custom automations and process improvements drastically reduce client workloads, repetitive tasks, and headaches during tax season.
Automate your document collection.
Liberate your team from the endless cycle of individual emails and perpetual follow-ups. Effortlessly gather annual documents and keep your team in sync.
Saves hundreds of hours of follow-up work.
Collecting partial information is normal. Wasting hour after hour managing the mess doesn't have to be. Your team can save time by auto-populating historical tax info and setting automatic client reminders to gather information.
Automatically sync data to your software.
No need to copy and paste thousands of numbers into your software. Automatically collect data and put it directly into the hands of your team to help everyone deliver more final returns.
See whose already automating.
Karl Grimmett, CPA
Partner & CEO, DrillDown Solution
Christel Gustafson, CPA
Partner, Vine Financial Partners
Cut your prep time in half.
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