Eliminate the manual paperwork and collect
information that is ready to put into tax software.
You send out tax checklists and wait forever to receive the documents from clients only to find out they missed something. You are stressed, work feels scattered, schedules take a hit, and constant back and forth transforms into frequent evenings spent at work.
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With Taxbotic, document collection is automated. No more waiting on clients, no more back and forth emails. Work is organized, schedules are efficient, and you get your evenings back.
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Simply add a client & send an email invite.
No prior information about client is required. Sit back
and relax as we take it from here.
Your client goes through a simple questionnaire. There are no technical questions and ready explanation notes are provided where needed. Client is only asked questions relevant to their tax situation.
Based on your client’s responses, Taxbotic generates a customized list of documents that you will need to prepare their tax return. Once uploaded, we will notify you right away.
We present all information collected in one place ready to put into your tax software. Once ready, get the necessary authorizations and send finalized tax info all through our secure portal.
Taxbotic provides a dedicated platform to manage your T1 workflow. Track KPI’s, send document requests with one click and take advantage of a suite of features enabling your T1 practice to reside in one place.
Experience the power of Taxbotic to handle the lazy admin
functions of your T1 process. Cut unwanted actions and
streamline tax prep.
Save time on unwanted functions and focus on growing your business. Use Taxbotic to grow clients without worrying about things falling through the cracks.
Taxbotic strives to fetch you 95% of the client information. No
more worrying about missing an important deduction or
credit.
Taxbotic partners and integrates with industry-leading services to automate your T1 information collection process
A free trial to discover Taxbotic. Test for 14 days with no
feature restrictions. We’ll throw in 10 free tax returns.
Taxbotic premium offers one plan to maintain account and
use all features. Billing is monthly or annually.
Add additional tax returns, team accounts and esignature
envelopes
based on your needs. Purchase add-ons as you go.
