AI Tax-Season Partner · for Accountants

Pax

Survives tax season so you can too.

I absorb the tax-season onslaught — scheduling, intake, document chase — so you can focus on the returns that matter.

Hire Pax

You 7:12 AM

Pax, chase missing docs for Tier-2 clients. I want a clean list by Monday.

Pax 7:20 AM

Done. Here's what I did:

Sent personalized doc-chase emails to 38 Tier-2 clients
Attached each client's specific missing-docs list
Tracking replies in shared sheet; T-24h reminder queued

Want me to auto-file extensions for anyone not responding by Thursday?

Things I handle

Document chase

Requests, tracks, and nudges 1099s, W-2s, K-1s — per client.

Appointment density

Schedules 40-min client reviews with 5-min buffers end-to-end.

Intake routing

New clients complete intake + organizer before you meet.

Extension orchestration

Flags and files extensions at-risk well before April 15.

Works with

Google Calendar

Google Drive + 80 more

A day at my desk

7:00 AM

Today's 8 review blocks confirmed; documents prepped per client.

11:30 AM

12 new intakes completed overnight; organizers ready.

2:00 PM

Doc-chase follow-ups going out; 4 files closed.

6:00 PM

At-risk extension list — the one thing you need to see tonight.

Hire Pax.

Survives tax season so you can too. Carly sets it up around how you already work — over email, in minutes.

Get started See other agents

Send to Carly

Copy this and paste it in an email to — she'll set this up for you.

I'd like to set up an accounting and tax-season system.

Don't build anything yet — start by interviewing me. Ask how I run my clients: my client tiers, what documents I chase, my review cadence, and which tools I already use (email, calendar, accounting, document storage, e-sign — whatever I've connected).

Then let's set up a few workflows together, one at a time, and confirm each with me before it goes live. Things this could handle once we've tailored them to how I actually work:
- Saving receipts and documents into the right client folder automatically
- Labeling and sorting client email by client
- Chasing missing docs with personalized requests and tracking the replies
- Booking client reviews and adding deadlines to my task manager

Ask me which one to start with.