Tax and compliance services
A filing service platform where clients and staff finally see the same status
Clients upload documents and see where their case stands, and staff work from one queue with deadlines and reminders.
Industries
Software and AI for tax and compliance services
Tax and compliance work runs on deadlines, checklists and documents. We build portals and case tools that keep every file moving and every date visible.
Common challenges
What slows this industry down
Tax preparers, filing services and compliance firms handle large numbers of similar cases, each with its own documents, questions and deadlines. In busy season, the volume can double within weeks. The work is careful by nature, but much of the time goes to collecting documents, checking that they are complete and answering status questions.
Clients often send documents by email, text and post, in pieces. Staff check each file against a checklist, ask for what is missing and track where each case stands. When that tracking lives in spreadsheets and inboxes, cases stall and deadlines come close without warning.
We build client portals with document checklists, case queues for staff and deadline tracking, all connected to the tools you already use. AI reads uploaded forms, checks whether the right documents are present and drafts status replies. Your preparers still review every figure and sign every filing.
Incomplete documents
Clients send documents in pieces, and staff spend hours finding out what is still missing.
Deadlines everywhere
Filing dates, extensions and notices must be tracked for every client and never missed.
Case status
Cases move through several people, and nobody has a clear view of what is stuck.
Status questions
Clients email and call to ask where their filing stands, especially in busy season.
Sensitive data
Tax records contain identity numbers and financial details that need strong protection.
What we build
What we build for this industry
The services tax and compliance firms ask us for most often.
Customer portals
A secure place where your customers upload documents, check status, pay and message your team.
Document automation
Read invoices, forms, contracts and IDs, pull out the right fields and route them for review.
SaaS migration
Move a desktop, on-premise or single-customer system to a hosted product that serves many customers.
Internal tools
Custom software for your own team: trackers, approval flows and back-office systems that replace spreadsheets.
Solutions that fit
Problems we solve here most often
Compliance tracking
Track filing deadlines, licenses and obligations in one place, with reminders and AI summaries of relevant rule changes.
AI document processing
Read forms, applications, IDs and statements, extract the fields you need and route each document for the right review.
Email triage
Sort a shared inbox by topic and urgency, pull out the key details and draft replies for a person to send.
Approval workflows
Requests, approvals and reminders in one place, with clear owners and deadlines instead of long email threads.
Case studies
Work in this industry
In practice
What it looks like in practice
An illustrative walk-through, not a client story.
A filing service prepares personal and small business returns. Each client gets a secure portal with a checklist built from last year's return and this year's answers. As documents are uploaded, an AI model reads them, confirms the type and year, and ticks the matching item. The client sees what is still missing without waiting for an email.
Staff work from a case queue sorted by deadline and status. A case with all documents moves to a preparer automatically. A case missing an item for two weeks triggers a reminder to the client and appears on the manager's list. When a client emails to ask about progress, a reply with the current status is drafted for staff to send. Preparers review every figure themselves before anything is filed.
After the season, the firm reviews which documents clients struggled with most and improves the checklist and instructions for next year.
Where to start
Where most tax and compliance services teams start
Most firms start with a client portal with document checklists, because it reduces chasing and status calls at once. AI document processing is often added in the same project to read and sort uploads.
Firms with a growing team then add a case queue with approval workflows and deadline and compliance monitoring. If you run an older desktop system, SaaS migration can move it to the web in stages. We plan the work around your season, so new tools are tested and ready well before the busiest weeks.
Models and tools
MCP servers and AI models that matter here
These connect AI to the tools this industry already uses. We pick per project and test on real data first.
- Google DriveGoogle's own Drive MCP server lets AI search, read and create files in Google Drive, with your Google Workspace sign-in.
- GmailGoogle's own Gmail MCP server lets AI search and read threads, manage labels and create drafts. It has no send tool.
- Google CalendarGoogle's own Calendar MCP server lets AI list calendars and events, create, update and delete events, respond to invites and suggest times.
- Claude Sonnet 5Anthropic's balance of speed and intelligence: a strong everyday model for assistants, document work, tool calling and coding.
Keep exploring
More for tax and compliance services
Related services
View all related services- Customer portals A secure place where your customers upload documents, check status, pay and message your team.
- Document automation Read invoices, forms, contracts and IDs, pull out the right fields and route them for review.
- SaaS migration Move a desktop, on-premise or single-customer system to a hosted product that serves many customers.
- Internal tools Custom software for your own team: trackers, approval flows and back-office systems that replace spreadsheets.
- AI workflows Step-by-step automations where AI handles the reading, sorting and drafting inside a process you control.
- Business process automation Map a process that runs on email and spreadsheets and turn it into software with clear steps and owners.
Solutions
View all solutions- Compliance tracking Track filing deadlines, licenses and obligations in one place, with reminders and AI summaries of relevant rule changes.
- AI document processing Read forms, applications, IDs and statements, extract the fields you need and route each document for the right review.
- Email triage Sort a shared inbox by topic and urgency, pull out the key details and draft replies for a person to send.
- Approval workflows Requests, approvals and reminders in one place, with clear owners and deadlines instead of long email threads.
- Invoice processing Read supplier invoices, match them to orders and push approved ones into accounting, with exceptions flagged for review.
- Screening assistant Summarize each application against your criteria, flag strong matches and missing information, and leave every decision to a person.
Industries
View all industries- Insurance Claims intake, document and photo processing, policy knowledge assistants and customer portals for brokers and insurers.
- Property management Tenant portals, maintenance tracking, owner statements and inbox automation for property managers.
- Finance and accounting Client portals, document collection, invoice and receipt processing, and reporting for accounting firms and finance teams.
- Real estate Listing sites, lead handling, CRM automation and document workflows for agencies, brokers and developers.
- Legal Contract review assistants, knowledge search, intake and document automation for law firms and in-house legal teams.
- Recruiting and staffing Candidate screening assistants, ATS integrations, interview notes and onboarding automation for recruiters and staffing firms.
Guides and articles
View all guides and articles- AI automation vs traditional automation How rule-based automation and AI automation differ, where each fits and how to combine them.
- How to automate payroll Turn a manual monthly payroll into a reviewed, tested process with accurate payslips and a full audit trail.
- No-code vs custom development Where no-code tools shine, where they hit limits, and when custom software pays off.
- How to automate invoice processing Read, check, approve and post supplier invoices automatically, with people handling only the exceptions.
- How to build a customer portal Plan and build a portal where customers see status, share documents and help themselves, safely.
AI models
View all ai models- Claude Sonnet 5 Anthropic's balance of speed and intelligence: a strong everyday model for assistants, document work, tool calling and coding.
- Gemini 3.8 Flash Google's most capable Flash model, stable since September 2026, for agents, software engineering and enterprise workflows with full multimodal input.
- Gemini 3.5 Flash-Lite Google's lowest-cost current Gemini model for high-throughput work such as sub-agent tasks and document parsing.
- Mistral OCR 4.1 Mistral's document OCR model, turning pages into structured output with bounding boxes, block labels and confidence scores.
- GPT-6 Sol The middle model of the GPT-6 family, positioned for complex coding and agentic workflows at a mid price level.
- Vision and multimodal Models that read images, scans, screenshots and sometimes audio or video alongside text.
MCP servers
View all mcp servers- Google Drive Google's own Drive MCP server lets AI search, read and create files in Google Drive, with your Google Workspace sign-in.
- Gmail Google's own Gmail MCP server lets AI search and read threads, manage labels and create drafts. It has no send tool.
- Google Calendar Google's own Calendar MCP server lets AI list calendars and events, create, update and delete events, respond to invites and suggest times.
- Dropbox Dropbox's own MCP server lets AI list, search and read files, convert them to markdown and create, move, share and delete files. In beta.
- Box Box's official MCP server lets AI search and read files, ask questions across documents with Box AI, extract data and upload files.
- Filesystem The MCP project's Filesystem reference server lets AI read, write, edit, move and search files, only inside folders you allow.
Glossary terms
View all glossary terms- OCR OCR, or optical character recognition, is technology that turns text in images and scanned documents into machine-readable text.
- Workflow automation Workflow automation uses software to move work through a series of steps, such as routing, approvals and notifications, based on rules and events.
- Business process automation Business process automation uses software to run a multi-step business process, such as approvals or onboarding, from start to finish with less manual work.
- Multimodal model A multimodal model is an AI model that can take in more than one kind of input, such as text with images, audio or video.
- No-code No-code tools let people build apps, websites and automations with visual editors instead of writing code.
- Structured output Structured output is when an AI model returns its answer in a fixed format, such as JSON matching a schema, so software can use it reliably.
FAQ
Questions from tax and compliance services teams
Have a question that is not here? Ask us directly.
Yes, through a portal with secure login, encryption and a checklist that shows what is still needed. See customer portals.
We do not build AI that prepares or files returns on its own. AI reads and sorts documents and drafts messages, and your preparers do the tax work.
Yes. Deadlines, extensions and notices are tracked per client with reminders and a clear view of what is at risk. See compliance monitoring.
Often yes, step by step, with data moved carefully and checked. See SaaS migration.