Process more returns with less staff. TaxBolt automates document collection, return tracking, deadline management, and client communications for tax preparation businesses.
Start Your Free TrialYour return status dashboard — every client, every deadline, at a glance.
Clients receive a secure link to upload W-2s, 1099s, and other docs. AI validates completeness and flags what is missing.
TaxBolt categorizes every document, matches it to the right return, and queues it for your preparers automatically.
Your team focuses on preparation and review while TaxBolt handles follow-ups, status updates, and deadline tracking.
AI pre-fills client data from uploaded documents. Your preparers spend less time on data entry and more time on complex returns.
Automated client portals with intelligent checklists. AI detects missing W-2s, 1099s, and K-1s and sends reminders automatically.
Track every return across your entire practice: awaiting docs, in preparation, in review, ready to file, e-filed, accepted.
Never miss an extension or filing deadline. Automatic alerts for April 15, March 15 partnership/S-corp deadlines, and estimated tax dates.
Automated emails and text messages keep clients informed. Status updates, document requests, and signing reminders sent without manual effort.
Auto-generate invoices when returns are filed. Track payments, send reminders, and manage seasonal billing across your client base.
| Task | Before | With TaxBolt |
|---|---|---|
| Collect client documents | Emails, faxes, paper drops (days) | Secure portal with AI validation (hours) |
| Chase missing docs | Manual calls and emails for each client | Automated reminders until complete |
| Track return status | Spreadsheet updated manually | Real-time dashboard, auto-updated |
| Client asks "Where's my return?" | Stop everything, look it up, call back | Client checks portal or gets auto-update |
| Deadline management | Calendar reminders, hope nothing slips | Automated alerts by return type and date |
| Send invoice | Manual billing after filing (next week) | Auto-generated on e-file acceptance |
| Seasonal staffing | Hire 3 temps, train for weeks | AI handles intake, your team handles returns |