Numbers Plus Accounting, a 6-CPA firm serving 200+ small business clients, dreaded tax season. Collecting W-2s, 1099s, receipts, and financial statements via email was a nightmare—missing documents, wrong file versions, and constant follow-ups.
Managing Partner at Numbers Plus Accounting
Robert leads a team of 6 CPAs serving 200+ small business clients with tax preparation, bookkeeping, and financial advisory services.
"Tax season was three months of chasing clients for documents. 'Did you send me your 1099s?' 'Which version of your P&L is final?' It was exhausting and risky."
Robert creates a workspace for each client's tax year. The 'Smith LLC - 2024 Tax Return' workspace becomes a secure upload location for all tax documents.
Track every step of tax preparation: document collection, data entry, review, client questions, filing. Assign tasks to staff accountants and monitor progress across all client returns.
Store W-2s, 1099s, receipts, prior year returns, and supporting documentation organized by client and tax year. Bank-level encryption protects sensitive financial information.
Visual timeline shows filing deadlines, extension dates, and payment due dates for each client. Automated reminders ensure no client misses critical tax deadlines.
Generate invoices for tax preparation, bookkeeping, and advisory services. Track time spent per client and send professional invoices directly through the platform.
Clients receive automatic notifications when their return is in progress, ready for review, or filed—eliminating 'where's my return?' phone calls during busy season.
Encrypted storage and transfer of sensitive financial documents and personal information
Documents organized by client, year, and category—find anything in seconds
Create templates for tax documents, ensuring clients know exactly what to provide
Automated reminders, secure document collection, and digital signatures eliminate manual follow-ups—preparing more returns with the same staff
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