Stop chasing W-2s in February.

We set up AI that sends the checklists and the reminders for you, in English and Spanish. It runs on a computer in your office*, so client files don't get sent to an AI company.

Book a free 15-minute Data Safety Check

What it does

  • Every client gets a list of what's still missing.
  • Text and email reminders go out on their own, in their language.
  • You get one list each morning of who's stuck.
  • Works with the portal or email you use now. You don't switch software.

Why tax offices ask us first

  • Your clients' Social Security and bank numbers are the reddest data there is. We treat them that way.
  • You already confirm a written security plan when you renew your PTIN. We'll help you look at yours in the free Data Safety Check.
  • One local person sets it up with you and picks up the phone. Not a help line.

Price

Setup sprint

$750

Founding price for our first 3 clients (then $1,500). 50% to start, 50% when it's working.

Care plan

$199/month

First month included. 2 hours of fixes and changes every month.

Extra work

$95/hour

Billed in 15 minutes. Written estimate first for anything over 2 hours.

Timing

Book in November or December, live before the January rush.

Book a free 15-minute Data Safety Check