Tax Season Document Collection & Status Tracker
A done-for-you financial services automation built for the Tax Preparer, connecting Twilio, Airtable, and Google Sheets so the work below happens on its own.
What this automation does, step by step
At the start of tax season, every client on the roster automatically receives a personalized document request checklist via email, with a secure upload portal link.
The system tracks what's been received versus what's outstanding, sends weekly nudges to clients with missing items, and gives the preparer a live dashboard showing which returns are ready to work and which are still waiting on a W-2 or K-1, eliminating the spreadsheet of sticky notes that usually passes for a tracking system.
- TaxDome or Canopy (client portal)
- Zapier or Make.com
- Twilio or email (reminders)
- Google Sheets or Airtable (status dashboard)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
The manual version of this puts the entire workload on a tax preparer, who has to juggle phone calls, emails, and spreadsheets just to keep things moving. Over a month, those small manual steps add up to a significant amount of lost time.
With this automation
- Expiration and renewal alerts on a 90, 60, and 30 day countdown
- Signature and document chasers that escalate on their own
- Deadline tracking for filings, permits, and inspections
- An automatic audit trail of every notice sent
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