Template · Accounting firm
412 1040s due April 14. 58 waiting on docs. Close 39 today.
A tax-season command center — document intake, review queues, e-file status, extensions, client follow-up. Wired into QuickBooks, Drake, TaxDome, DocuSign, Stripe. Deploy in 60 seconds.
1,114,909 APIs·
11 adapters wired·
0 config
Your firm, today
Live KPIs piped in from the adapters below. Update in real time.
Returns in progress
412
+38 this week
Awaiting client docs
58
48h reminder queued
Ready to file
39
ready for signature
Extensions filed
27
auto-filed Form 4868
Unpaid invoices
$61K
14 clients overdue
Three workflows that run themselves
Every step wired to a live API. Open any step and edit it in the builder.
1 · Client document intake
Secure upload from client portal to organized folder, flagged for missing items.
- TaxDome portal upload
- OCR on 1099s and W-2s
- Missing docs flagged
- SMS reminder at 48h
- Bookkeeper notified
2 · Prep → review → file
Prepare in Drake, route for partner review, e-file with status tracking.
- Drake return imported
- Senior review checklist
- Partner sign-off request
- DocuSign 8879
- IRS acknowledgement logged
3 · Billing & extensions
Invoice on completion, auto-extend stalled returns before April 14.
- QuickBooks invoice on file
- Stripe payment link
- Form 4868 if docs missing
- Extension email to client
- Partner dashboard refresh
Connected to the tools you already use
Live adapters. Bring your own credential.
QuickBooks
Drake
TaxDome
DocuSign
Stripe
Intuit
Calendly
HubSpot
Gmail
Notion
IRS e-File
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