Who it's for — accountants and bookkeepers

Tax season shouldn't run on follow-up emails.

Every return needs the same handful of documents from clients who are, understandably, not thinking about their tax forms until you ask twice. Multiply that by two hundred clients and the job stops being accounting and starts being follow-up. A link that shows each client exactly what is still missing does more of the chasing than another reminder ever will — and your dashboard shows you, at a glance, who has not sent what.