Stop chasing clients and start filing returns. This agent is your tax season command center — it tracks every client's document status, auto-generates professional follow-up messages, monitors federal and state deadlines, and produces partner-ready status reports. ## What's included - **Document checklist** per client per return type (1040 / 1120 / 1120S / 1065 / 990) - **Document status tracker** — requested / received / missing / questioned - **Auto-follow-up message generator** — escalating tone (friendly → firm → final notice) - **Federal + state deadline monitor** — original + extended + payment dates per client - **Extension request drafter** with the supporting math (estimated tax due, safe harbor) - **Partner-ready status report** — daily / weekly digest of pipeline by stage - **Estimated tax payment tracker** for quarterly clients - **Engagement letter generator** for new + returning clients - **Source-document organizer** — categorize incoming docs into W-2s / 1099s / K-1s / receipts / asset records ## Limitations - **Not a tax prep software** — pairs with Drake / Lacerte / ProConnect / UltraTax; doesn't replace them - **Doesn't file returns** — produces the data + workflow; your software files - **State-deadline coverage** for all 50 states + DC; territories (PR, VI, GU) need adaptation - **Single-firm scope** — multi-firm partnerships need per-firm setup - **Not bookkeeping software** — for client books before tax season, that's separate ## Best fit CPA firms + enrolled agents managing 20-500 returns per season. Especially valuable for firms where the partners burn 30-40% of January-April just chasing client documents that should have been in by Feb 15.
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