Missing-Item Flags That Clients Actually Respond To (Playbook)
Playbook for small tax firms: missing-item flags, tested reminder cadence, paste-ready copy, and a one-hub workflow to cut follow-ups and reclaim 5–10 hrs/week.
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Playbook for small tax firms: missing-item flags, tested reminder cadence, paste-ready copy, and a one-hub workflow to cut follow-ups and reclaim 5–10 hrs/week.
Small tax firms save 5–10+ hours/week by unifying intake, OCR pre-fill, e-sign, reminders, and search in one AI hub. See the 7 biggest busywork killers.
Turn messy client docs into a ready-to-file package with a simple 3-step intake blueprint—collect, extract, and e-sign in one hub. Cut re-entry and free 5–10+ hrs/week.
Join firms saving hundreds of hours with AI-driven document handling, reconciliations, and review-ready outputs—so you can focus on advisory.
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