The Algo VisionAll industries

For CPAs and tax preparers

Stop chasing clients for their documents.

We send each client their own checklist and keep reminding them by text and email until every document is in, then hand you a weekly list of who is still missing what.

Book a free 20 minute callAnswer 6 quick questions

What owners like you are saying

“Why are clients so bad at sending documents?”

a thread on r/taxpros, on Reddit

What it costs you now

Hours

every season go to emails asking for the same W-2 three times.

What we run for you

A checklist per clientBuilt from the type of return, so they know exactly what to send.
Reminders until it arrivesFriendly texts and emails on a schedule, stopping the moment a document lands.
Who is missing whatA weekly list for you, sorted by deadline.
Works with how you collect todayYour portal, email or upload link. No new login for your clients.

Done for you, not another login

Practice software asks your clients to log in. Most will not. We go to them, by text.

How it starts

A 20 minute callWe look at how inquiries reach you today and where they leak.
A plan, priced up frontWhat we would build and run, and what it costs, before you commit to anything.
Built and runningWe set it up in your voice, test it end to end, and run it every week.
Book a free 20 minute callAnswer 6 quick questions
The Algo Vision · Jeff and Adam · Privacy
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