Tax Document Intake Agent

Problem

Preparers spend the first six weeks of the season not preparing returns. They open phone photos of statements, work out whether this is this year's 1099 or last year's, and email clients for the same three documents four times.

Solution

An agent that reads each upload, identifies the form and tax year, matches it against what the prior-year return implies should arrive, and chases only the genuinely missing items - once, with a specific list.

Tech stack

Required integrations

• Client portal or upload link
• Tax preparation software
• Prior-year returns
• Email and SMS for chasing

Key features

• Form and tax-year identification from a photograph
• Missing-items list derived from the prior-year return
• One consolidated chase per client rather than one per document
• Duplicate and wrong-year detection
• Preparer-ready package with a completeness score