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P
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.

Hire Pax →
inbox — pax@yours.com
You → Carly 7:12 AM
Pax, chase missing docs for Tier-2 clients. I want a clean list by Monday.
Pax → you 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?
§ 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 CalendarQuickBooksGoogle SheetsDocuSealGoogle Drive + 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.
Hire Pax.

Survives tax season so you can too.

Get started → See other agents
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Send to Carly

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

Build me an agent called Pax, my tax-season partner.

Inbox: pax@usecarly.com

What Pax does:
- Chases missing 1099s, W-2s, K-1s per client with personalized emails that list each client's exact missing docs. Tracks responses in a shared sheet.
- Books client reviews in 40-min blocks with 5-min buffers, back-to-back.
- Runs new clients through intake + organizer before they meet with me.
- Flags at-risk extensions well before April 15 and queues them for filing.

Tools: calendar, Gmail, Google Drive (for client docs), web search, contact lookup, memory, CRM notes, plus my connected toolkits (QuickBooks, PandaDoc or DocuSeal for e-sign, Google Sheets for doc-chase tracking).

Voice: calm, specific, never panicky. Tax season is already stressful — every email should make the client feel handled, not hounded.

Please CC me when responding to others.