A guided online experience that qualifies every client, books the appointment, collects the documents, reads them with AI, and hands your preparer a return that's already half done.
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Inbox, texts, shoeboxes. Staff spend hours chasing one missing form.
Every W-2 hand-keyed into the tax software. Slow, and typos cost money.
Nobody knows which clients are ready and which are stuck.
New or returning, income type, urgency — routed to the right advisor before anyone picks up a phone.
Live calendar right inside the flow. The appointment is on the books before they leave the page.
Bank-grade encrypted portal. No passwords — one-time email codes. English and Spanish.
W-2s, 1099s, IDs, prior returns — identified, extracted, and organized automatically: wages, withholding, employers, dates of birth, addresses. No staff time spent.
Every file classified by form type the moment it lands.
Key numbers extracted into structured client data.
A live checklist knows exactly what's still missing.
Contact created, tagged, and filled in your CRM automatically — with every document linked and a plain-English list of what's still needed. The confirmation text goes out on its own.
One tag on the contact and the client's checklist grows — "preparer-requested documents" — with automatic follow-up messages until it arrives. Heard "rental property" on the call? One flag and Schedule E docs become required. No developer, no forms to rebuild.
additional-docs-requested → checklist expands, follow-ups fire.
Rental, K-1, education, childcare — flip it, docs become required.
No more dropdown form — clients tap visual tiles that build the checklist.
Inside the tax software, one click finds the client automatically — matched by the SSN on the open return — and drops their reviewed data straight in: W-2s, 1099-INT, 1099-DIV, retirement forms, the client info sheet. Proven live: 58 fields populated in one pass. Anything uncertain is held back for preparer review, on purpose. Preparers review; they don't re-type.
fields, one click, zero keystrokes.
Qualifying, booking, collecting, confirming — all automatic.
The system tells staff exactly which document to ask each client for.
Returns start half-finished. Capacity goes up without hiring.
kteveryday.com · (832) 303-7045 · Houston East & Beechnut · English y Español
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