Digital coworker · Accounting firms
Tax-season document coordinator
Runs the document chase from organizer to complete file. It sends tailored requests, follows up on schedule, files what arrives, and keeps staff working from a live list of what’s still missing.
Where the time goes today.
Every return waits on documents. Staff send requests, follow up, follow up again, and file attachments by hand.
Nobody has a reliable view of which clients are blocked on what.
How the coworker works.
- 01
Build the request
Uses last year’s file and this year’s organizer to draft a client-specific document list.
- 02
Send and track
Sends the request through your portal or email and logs every item as outstanding.
- 03
Intake
Reads arriving documents, recognizes what each one is, and files it to the right client folder.
- 04
Follow up
Sends polite, specific reminders on a schedule you set, and stays quiet once a file is complete.
- 05
Report
Posts a daily outstanding-items report to the team and flags clients at risk of missing deadlines.
Where people stay in charge.
Waits for a person
- First contact with each new client
- Any message outside approved templates
- Extensions and deadline changes
What we measure
- Days from request to complete file
- Staff hours spent chasing
- Returns delayed by missing documents
Typical systems
- Karbon
- Canopy
- SharePoint
- Outlook
- Excel
Next step
Want this coworker on your team?
We’ll map your version of the job, size the return, and build it with approvals on from day one.