# AI for Tax Preparers: Intake & Reminder Automation > Custom agentic AI for tax preparation firms: client intake, document reminders and automatic “where’s my return?” updates during peak season. Built on your tools, owned by you. Source: https://tribehq.ai/industries/tax-preparation-firms/ --- For Tax preparation firms # Tax season, minus the chaos. Custom AI automation for tax preparation firms — intake that fills itself in, documents that arrive without chasing, and clients who get status updates before they call. **You own the system.** - Google Workspace - Microsoft 365 - Calendly - SMS - Claude [Book a workflow audit](https://calendly.com/hello-tribehq/30min) [See what we build](#what-we-build) Where your hours go ## Sound familiar? 01 ### Peak-season intake overload Hundreds of new and returning clients, each with forms, IDs and documents to collect. 02 ### “Where’s my return?” calls Your front desk spends hours answering status questions instead of moving returns forward. 03 ### Missing documents Returns sit incomplete waiting for one W-2 or a 1098. What we build for tax preparation firms ## AI automation for tax preparation firms, onboarding first. Every workflow is shaped around how your team already works — and a person approves anything that matters. 01 · Start here ### Client onboarding - Intake forms that create the client record automatically - Document upload links with text and email reminders - Appointment booking with prep checklists - Consent and engagement forms via e-sign 02 ### Leads & follow-up - Instant replies to website and phone enquiries - Returning-client reminders before the season opens - Review requests after filing - Referral asks with a simple tracking link 03 ### Operations - Automatic status updates by text and email - Review-ready packets assembled for preparers - Payment collection before release - Extension tracking and deadline alerts Welcome to post-SaaS ## Built on your stack — or instead of it. Way 01 · Keep your tools **We add the custom layer to what you already run.** _Google Workspace_ _Microsoft 365_ _Calendly_ _SMS_ _Claude_ Way 02 · Replace what’s overpriced **Paying for a client-portal product just to collect files? A custom intake flow on tools you already own can do the job for less.** Either way, you own the code — and can change it with Claude, ChatGPT or any AI tool. How it works ## Map. Build. Run. 1. 01 **Workflow audit** 1 week, fixed fee. We map how your team works today and find where the hours go. 2. 02 **Build sprint** 2–4 weeks. We build 2–4 custom workflows on your stack, tested and documented. 3. 03 **Run & improve** Monthly, optional. We monitor, tune and add workflows. Cancel anytime — it stays yours. [See pricing →](https://tribehq.ai/pricing/) ## Questions from tax preparation firms How can tax preparers use AI? For intake, document reminders, status updates and review-ready packets. The preparer still prepares and signs every return. Is AI safe for client tax data? Built properly, yes: data stays in your own accounts, access is least-privilege and every action is logged. Nothing moves into a TribeHQ system. Can clients upload documents from their phone? Yes. Upload links work on any phone, and reminders go out by text or email — whichever the client answers. Does it work with our preparation software? We connect where your software allows it, and otherwise prepare review-ready packets your preparers drop in. The audit maps this for your exact stack. Is it ready before the season? Most intake builds take 2–4 weeks, so start a month or two ahead of filing season. ## Find out where your team’s hours go. A 30-minute call. We’ll walk through your onboarding, leads and busywork, and tell you what’s worth automating — and what isn’t. [Book a workflow audit](https://calendly.com/hello-tribehq/30min) Related services [Client onboarding automation](https://tribehq.ai/services/client-onboarding-automation/) [Guide: Tax client onboarding checklist](https://tribehq.ai/guides/tax-client-onboarding-checklist/) [Guide: How to automate engagement letters](https://tribehq.ai/guides/how-to-automate-engagement-letters/) We also build for [CPA firms](https://tribehq.ai/industries/cpa-firms/) [Accounting & bookkeeping firms](https://tribehq.ai/industries/accounting-bookkeeping-firms/) [HVAC companies](https://tribehq.ai/industries/hvac-companies/) [Pergola & outdoor living builders](https://tribehq.ai/industries/pergola-outdoor-living/) [Pool builders & service companies](https://tribehq.ai/industries/pool-builders/) [Solar installers](https://tribehq.ai/industries/solar-installers/) [Roofing contractors](https://tribehq.ai/industries/roofing-contractors/) [Landscaping & hardscaping companies](https://tribehq.ai/industries/landscaping-hardscaping/) [Kitchen & bath remodelers](https://tribehq.ai/industries/home-remodelers/)