Now clocking in · For Accountants
PAX · TAX-SEASON PARTNER
Hi — I'm
Pax,
your tax-season partner.
I absorb the tax-season onslaught — scheduling, intake, document chase — so you can focus on the returns that matter.
inbox — pax@yours.com
Pax, chase missing docs for Tier-2 clients. I want a clean list by Monday.
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?
§ 01Things I handle
01
Document chase
Requests, tracks, and nudges 1099s, W-2s, K-1s — per client.
02
Appointment density
Schedules 40-min client reviews with 5-min buffers end-to-end.
03
Intake routing
New clients complete intake + organizer before you meet.
04
Extension orchestration
Flags and files extensions at-risk well before April 15.
§ 02My toolkit
GmailGoogle CalendarQuickBooksIntuit LacerteDocuSignDrake + 80 more
§ 03A 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.