One intake link collects a new client's details and onboarding documents together — extracted, checked, and CRM-ready before the kickoff call.

Send a signable engagement letter and get it back signed — no separate e-sign tool, no printing, no chasing.

A filing questionnaire plus a named document checklist — and AI that sorts every W-2, 1099, and receipt into its slot as it arrives.

Your client forwards the month's statements by email; AI files and extracts them, and the totals land ready to reconcile.