Document checklist from last year
#1Trigger Season opens
- Builds a client-specific checklist from the prior-year return
- Sends it through your portal
- Tracks what has arrived
Outcome Organized intake from day one
Typical stack: TaxDome or SmartVault
Accounting & bookkeeping firms · Tax preparation
AI automation for tax preparation firms
Get every client's W-2s, 1099s and K-1s in before the crunch, chase missing items automatically, and keep clients updated on return and e-file status.
Where time leaks
Where the hours go in tax preparation
Patterns we see in this industry. Your workflow will differ; discovery confirms which ones apply.
01
Clients send documents in pieces through email, text and paper, and preparers start returns that are incomplete.
02
Staff spend hours chasing missing 1099s and K-1s in February and March.
03
Engagement letters and consent forms must be signed before work starts.
04
Clients call to ask whether their return was filed or accepted.
Common tools in tax preparation:Drake TaxUltraTax CSLacerteTaxDomeSmartVaultCanopy
Named for compatibility only. No partnership or endorsement implied; we confirm API access for your plan during discovery.
Automation recipes
4 automations built for tax preparation
Trigger → steps → outcome. Each one is a scoped, fixed-price build.
Missing-form chaser
#2Trigger Checklist item missing after 7 days
- Reminds the client with the exact form needed
- Escalates to the preparer after 2 reminders
- Flags possible extension
Outcome Fewer incomplete returns
Typical stack: Portal, SMS/email
Engagement and consent
#3Trigger New season engagement
- Sends the engagement letter
- Collects required taxpayer consents
- Blocks the job until signed
Outcome Paperwork done before work starts
Typical stack: E-signature, practice management
Status updates
#4Trigger Return status changes
- Notifies the client when in review, ready to sign, filed and accepted
- Sends the e-file authorization form
- Answers status questions
Outcome Fewer "is it filed?" calls
Typical stack: Practice management, SMS
Interactive
Build your automation
Pick what starts it and what should happen next. Your workflow assembles live below. This is a planning tool; we confirm what your tools support during discovery.
Your workflow
Planning preview- Trigger
-
Add at least one step on the left.
Demo
Try a missed-call text-back
Tap "Start a missed call" and reply as the customer. Runs in your browser.
MessagesDEMO
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Incoming call…
Nobody can answer right now
Missed-lead revenue estimate
EstimateMove the sliders to match your business.
Est. recovered / month
Est. per year
missed → re-engaged → won per month
Estimate = leads × missed % × re-engaged % × close % × deal value, using only the numbers you entered. Not a guarantee; excludes software and build costs.
Plan my text-back automation
Demo
Watch the workflow run
Step through "Document checklist from last year" one stage at a time. Click any step.
ROI estimate
A starting ROI estimate for tax preparation
Preset for a small team. Change the numbers to match your business.
How we implement
Built around how work actually runs in tax preparation
We start with your client portal and checklist, test with a small client group, then roll out.
Discovery call: We walk through your current process and tools (free, 30 minutes).
Workflow map & fixed quote: Written scope, software costs listed separately, compliance notes included.
Build in a test environment: Your accounts, test data first, then a supervised pilot.
Handover: Documentation, training and an optional support plan.
Limitations & compliance notes
- IRC Section 7216 rules govern use and disclosure of tax return information; consents are collected with your approved forms.
- The assistant gives no tax advice; questions go to your preparer.
General information, not legal advice. Confirm requirements with your own counsel or compliance officer.
Want these automations running in your business?
Tell us your tools and the one task you'd remove first. We reply with a plan.
Part of Accounting & bookkeeping firms
The broader playbook for the whole trade, including recipes that apply across specialties.
AI automation for Accounting & bookkeeping firms →Related industries
Services behind these automations
FAQ
Common questions
Tax software integrations vary; most workflows run through your practice management portal.
No. It answers process and status questions only.
It can flag clients likely to need an extension for your preparer.
More Accounting & bookkeeping firms specialties
Bookkeeping services
Get receipts and uncategorized transactions answered by clients without endless emails, close each month on a checklist, and send owners a plain summary.
CPA firms
Send engagement letters and PBC lists at the start of each engagement, track every client deadline, and keep partners free of status-chasing.
Free tools: ROI calculator · AI readiness assessment · Experience Lab
Next step
Tell us how your tax preparation work flows today
Two short steps. We reply by email, usually to set up a 30-minute discovery call.
What happens after you submit
- 1
We read it personally
A person reviews your note. No automated sales sequence.
- 2
We reply by email
Usually with 2–3 clarifying questions and times for a 30-minute call.
- 3
You get a written plan
Workflow map, fixed quote and listed software costs before any build. No obligation.
Prefer to talk? Call (214) 891-5650 or email info@fullstopsolutions.com.
Not ready to talk? Try the ROI calculator or readiness check. No email needed.