Sound familiar?
What tax preparation offices tell us before a project starts.
Public business listings show 513 independent tax preparation offices in Massachusetts, and 33% are listed with no website. Source: Pushbuild crawl of Overture Maps place listings, October 2026. Chains excluded.
- Clients send documents in pieces across email and text.
- We spend hours calling clients to book appointments.
- Engagement letters wait weeks for a signature.
- Returning clients have to be reminded one by one.
- We cannot see which returns are stuck waiting on the client.
What we build
Each one is a working piece you can open and check when it's done.
Online intake
New and returning clients answer an intake questionnaire before their appointment.
n8n, Make and Zapier automationDocument checklists and chasers
A checklist per client and polite reminders until every document is uploaded.
n8n, Make and Zapier automationAppointment booking
Online booking for in-person, phone or drop-off appointments with reminders.
Booking and scheduling systemsEngagement letters by e-sign
Engagement letters sent and signed online, with a reminder if they sit unsigned.
n8n, Make and Zapier automationReturning client reminders
A note at the start of the season to every client from last year, with the booking link.
n8n, Make and Zapier automation CRM setup and lead pipelinesSeason board
Returns by stage and what each is waiting on, on one page for the office.
Dashboards and reportingTax preparers software we work with: TaxDome, Canopy, Drake, Karbon, Calendly.
And the general tools around it: WordPress, Google Sheets, Gmail, DocuSign, Zapier.
Public data we can wire in: IRS Income by ZIP Code.
Example projects
Illustrations of the shape of the work, not past clients. Yours gets its own written scope.
Example project
Returning clients booked
Example: a tax office emails last year's clients in January with the booking link, and the calendar fills without calls.
Calendly, emailExample project
Missing document chasers
Example: clients missing a W-2 or 1099 get a reminder every few days until it is uploaded.
Client portal, emailExample project
Stuck returns list
Example: the owner sees every return waiting on the client, with what is missing.
Practice software, Google SheetsNot sure where to start? Start with an Automation Audit.
Questions people ask first
Will this work with our practice software?
Many practice tools connect through Zapier or their own features. We check yours before scoping.
Is client information kept secure?
We keep documents inside your portal or practice software and do not copy them elsewhere.
Can this be ready before the season?
Yes, if we start early. We aim to finish and test before your busy months.
How do we start?
Tell us where the most time goes during the season. We reply with questions or a written scope.
Tell us what you need built.
Email a few lines about what you want and which tools you use, or call. We reply with questions or a written scope.
hello@pushbuild.com