Tax season document collection on autopilot.
Your AI calls 500 clients, collects missing documents, schedules appointments, follows up on payments. Your accountants do actual accounting.
Use cases
Stop chasing clients. Let AI do it.
From document collection to payment reminders, your AI handles the calls so your team handles the numbers.
- 01
Document Collection Calls
AI calls your clients to request missing W-2s, 1099s, receipts, and other documents. It knows exactly what's missing from each client's file. - 02
Quarterly Review Scheduling
Automated appointment booking for quarterly reviews, year-end planning, and tax prep meetings. The AI handles all the back-and-forth. - 03
Payment Follow-Ups
Gentle, professional reminders for outstanding invoices. The AI tracks who's paid, who hasn't, and escalates based on your rules. - 04
Tax Deadline Reminders
Proactive calls about upcoming deadlines, extension requirements, and estimated tax payments. Never let a client miss a filing date.
Post-call dashboard
See who responded. Who's pending.
Real-time visibility into every client interaction. Know exactly where each engagement stands.
Document Collection Status
Tax Season 2026
- Johnson Family TrustW-2 and 1099-INT receivedResponded
- Smith & Co LLCAwaiting K-1 partnership docsPending
- Dr. Rachel ChenAll documents submittedResponded
- Metro Retail GroupRetry scheduled for tomorrowNo Answer
- Williams EstateMissing 1099-R, follow-up sentResponded
Integrations
Works with your accounting tools
Call data, client responses, and appointment details sync directly to your existing software.
- 01QuickBooks
- 02Xero
- 03Tally
- 04Google Calendar
Flexible pricing
Seasonal pricing available. Pay only during tax season.
Scale up in January, scale down in May. No annual contracts. No paying for months you don't need.
By the numbers
Results that speak for themselves
- Calls per Day
- 500
- Faster Doc Collection
- 60%
- Manual Follow-Ups
- Zero
- Setup Time
- 48hr
The team
Built by engineers from Microsoft, Spinny and IIT
Production systems at scale. Now building voice agents that never drop a call.
Mahima Arora
Chief Vision Officer
Ex-Microsoft, IIT Kanpur. Sees where your product needs to be in two years. Then draws the map to get there.
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Yatish Goel
Chief Greed Officer
IIT Kanpur, US startup engineer. Greedy about your money. If a feature will not make you money or save you money, he kills it.
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Akshit Ahuja
Chief Speed Officer
Ex-Spinny, a $1B+ startup, Backend and AI systems. Ships at the speed of light. Security and tests included, never skipped.
LinkedInNext step
Ready to automate tax season?
30-min demo. Live AI agent collecting documents. No pitch deck. Just results.