Tax Season Workflow Assistant
A five-stage traffic-light view of every return you file
What it does
- Moves every return through 5 stages: Request → Gather → Prepare → Review → Submit
- Drafts your client correspondence
- Produces checklists and status summaries automatically
The pain it removes
- Returns go quiet until the SARS deadline is on top of you
- Client communication varies
- Manual tracking puts a ceiling on your capacity
60–100 min
500 returns ≈ 500–830 hours a season. Equal to 3–5 staff at peak.
Who it's for
