Tax Return Status Follow-Up
Nudges 200 clients for missing docs in 10 min. Replaces TaxDome $65/mo + CPA hours.
The problem
TaxDome ($65/mo) and Canopy ($75/seat) have request lists but CPAs still spend the whole March-April window chasing 'hey do you have your 1098 yet?' emails. A 200-client book loses 30-60 CPA hours to status-chasing per season.
What changes
Agent tracks each return's missing-document list, sends branded client nudges on a cadence, escalates non-responders to the CPA with a summary, auto-logs client replies and uploaded docs into the return folder.
A day in the life
What this agent actually does.
- 1
Mar 12 8am: agent scans 187 active returns, finds 43 missing docs
- 2
9am: sends 43 personalized nudges (first-time, 2nd reminder, 3rd-and-calendar-link)
- 3
Mar 14: 29 clients uploaded docs, 8 replied with questions routed to CPA, 6 flagged escalation
Works with
Connect to the tools you already use.
Bundles with
Pairs naturally with these skills.
Knowledge Concierge
Your SOPs, pricing, FAQs, and tribal knowledge — instantly searchable by your team and customers. Trained on YOUR stuff.
Replaces
$1,500 onboarding consultant + tribal-knowledge insurance
Smart Inbox Triage
Reads every email. Sorts by intent. Drafts replies. Flags the 3 things that actually need you. Quietly handles the rest.
Replaces
Fyxer $30/mo + Shortwave $40/mo + $400/mo inbox VA
Meeting Actions to CRM
Transcript → action items → CRM/Asana tasks in 5 min. Replaces Otter Business $20/user × 6.
Replaces
Otter Business $20/user × 6 + Fathom Premium $20 × 4 + Zapier $50
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