# Tax season intake and document chasing that run without the phone.

## 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 automation](https://pushbuild.com/services/workflow-automation.html)

### Document checklists and chasers

A checklist per client and polite reminders until every document is uploaded.

[n8n, Make and Zapier automation](https://pushbuild.com/services/workflow-automation.html)

### Appointment booking

Online booking for in-person, phone or drop-off appointments with reminders.

[Booking and scheduling systems](https://pushbuild.com/services/booking-systems.html)

### Engagement letters by e-sign

Engagement letters sent and signed online, with a reminder if they sit unsigned.

[n8n, Make and Zapier automation](https://pushbuild.com/services/workflow-automation.html)

### Returning 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](https://pushbuild.com/services/workflow-automation.html) [CRM setup and lead pipelines](https://pushbuild.com/services/crm-setup.html)

### Season board

Returns by stage and what each is waiting on, on one page for the office.

[Dashboards and reporting](https://pushbuild.com/services/dashboards.html)

**Tax preparers software we work with:** [TaxDome](https://pushbuild.com/tools/taxdome.html), [Canopy](https://pushbuild.com/tools/canopy.html), [Drake](https://pushbuild.com/tools/drake.html), [Karbon](https://pushbuild.com/tools/karbon.html), [Calendly](https://pushbuild.com/tools/calendly.html).

**And the general tools around it:** [WordPress](https://pushbuild.com/tools/wordpress.html), [Google Sheets](https://pushbuild.com/tools/google-sheets.html), [Gmail](https://pushbuild.com/tools/gmail.html), [DocuSign](https://pushbuild.com/tools/docusign.html), [Zapier](https://pushbuild.com/tools/zapier.html).

**Public data we can wire in:** [IRS Income by ZIP Code](https://pushbuild.com/apis/irs-income-by-zip.html).

## 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, email

Example project

### Missing document chasers

Example: clients missing a W-2 or 1099 get a reminder every few days until it is uploaded.

Client portal, email

Example project

### Stuck returns list

Example: the owner sees every return waiting on the client, with what is missing.

Practice software, Google Sheets

Not sure where to start? [Start with an Automation Audit](https://pushbuild.com/audit.html).

## 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.

## Related

[**Accounting**Document collection, invoice and receipt extraction, QuickBooks and Xero sync, and client onboarding for bookkeepers and accounting firms..](https://pushbuild.com/for/accounting.html)[**Bookkeepers**Client onboarding, document collection, receipt and invoice capture, and month-end tracking for bookkeepers, connected to QuickBooks, Xero and your tools..](https://pushbuild.com/for/bookkeepers.html)[**Financial advisors**Client onboarding, meeting prep, follow-up and reporting for financial advisors and small wealth practices, connected to the CRM and tools you use..](https://pushbuild.com/for/financial-advisors.html)[**Insurance**Quote intake, renewal follow-up, policy document handling and CRM setup for independent insurance agencies and brokers..](https://pushbuild.com/for/insurance.html)

## 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](mailto:hello@pushbuild.com?subject=Tax%20preparers%20project)

[(617) 299-8887](tel:+16172998887)

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As of 2026-11-10. Source: https://pushbuild.com/for/tax-preparers.html