CPA · tax documents
CPA missing-document follow-up workflow
This demo uses a sample tax office to show how a repeated document question can move from an email thread into a visible desktop workflow — status replies from a CPA-approved checklist, a secure upload link, a per-client document board, and a reminder and follow-up draft the CPA reviews. It gives no tax advice and makes no filing decisions.
What the demo shows
The workflow underneath the video.
- 01
A client asks by email whether their tax documents came through and what is still missing.
- 02
The workflow checks the CPA-approved document checklist and received document status — no tax advice or filing decisions.
- 03
An approved reply confirms what has been received and names the one document still missing.
- 04
The client agrees, so a secure upload link goes out for the missing document.
- 05
The email thread hands off to a desktop automation view with live status checks.
- 06
A per-client document board shows each client's checklist status at a glance.
- 07
A reminder is scheduled and a follow-up draft is prepared for the CPA to review before sending.
- 08
The demo closes with inquiry, reply, document status, upload link, and reminder in one visible workflow.
Sounds like you
Replies follow approved rules, not a generic AI tone.
The workflow can use the business's own service rules, calendar context, and preferred wording before anything goes out. Some replies can be prepared for review, while simple approved cases can be handled more directly if the owner wants that setup.
Where this applies
CPA · tax documents
- CPA, accounting, and tax offices
- Seasonal document collection with per-client checklists
- Any business that chases the same documents from many clients
Have a workflow that repeats like this?
Start with one repeated task. We can map the steps, decide where AI actually helps, and keep the owner in control where judgment matters.