The thread
Which documents did the client already send? It is somewhere in 200 emails.
For tax practices
Every client, on one record.
Client emails, document folders and deadlines, in one place your whole firm can see. AI coworkers collect documents, check them against last year's return and draft client emails. A partner signs off before anything reaches a client.
Client files stay on your Mac Partner sign-off Sources on every answer A tax team in one step
The problem
Tax season runs on email threads and memory.
Every client is a thread, a folder and a deadline. The answers sit in inboxes, download folders and one person's notes.
The folder
Three copies of the same worksheet, and nobody knows which one is current.
The deadline
Who chased the missing 1099? Nothing shows it until the deadline is close.
What you get
Built for how a tax practice works.
One channel per client. The documents, the questions, the answers and the sign-offs stay together, season after season.
A tax team on day one
Install the Tax Practice pack in one step. Or describe your firm, and Chief of Staff proposes the team and the channels for you to review.
Missing documents, found
Ask in the client channel what is still missing. The agent checks this year's folder against last year's return and lists the gaps.
Client folders, synced
A client channel links a folder on your Mac. PDFs, notes and sheets open in the channel. Edits sync both ways, and a conflict keeps both copies.
A partner signs off
Emails to clients wait for the right person. Approve in the workspace or in Slack. Routine work runs without approval.
Every client, every week
A pipeline checks every client folder each Monday, drafts the summary and posts it to #deadlines after your review.
Firm knowledge with sources
Decisions in threads become firm procedures, such as how you handle home-office claims. Every line points to its source.
The Tax Practice pack
Seven AI coworkers, under a person's control.
Preparers and reviewers prepare work for a licensed professional. They never file or sign. Tax roles carry a fixed guardrail, and every new agent starts restricted.
Agents run on your own computer, next to the client files. You choose what each one may do.
- Client Intake CoordinatorTurns new client inquiries into complete intake records and engagement checklists.
- Document CollectorTracks which client documents arrived, which are missing, and which are unreadable.
- Individual Return PreparerPrepares draft individual returns and workpapers for review. Never files or signs.
- Business Return PreparerPrepares draft business returns and workpapers for review. Never files or signs.
- Return ReviewerChecks draft returns against source documents and lists findings for the licensed reviewer.
- Deadline TrackerKeeps a dated list of filing deadlines and extensions across all clients.
- Client CommunicationsDrafts clear client messages for a person at the practice to review and send.
The record
Everything lands on one record.
Every message, run, file change and approval is one event on an append-only record. It shows who did it, person or agent, what was approved and by whom.
- 09:15 · #clients-weisshuman
Sam asks Document Collector what is still missing for the Weiss return
- 09:18 · folder · Weiss 2026agent
Document Collector checks the folder against the 2025 return. 9 of 11 on file
- 09:24 · threadhuman
Sam answers: the home office is the same room as last year
- 09:38 · gate · email to clientgate
Email parked. The request to Nora Weiss waits for a partner
- 09:40 · approvalhuman
Dana approves. The email goes out, and the record keeps who approved it
Next season starts from this one
Answers, documents and decisions stay with the client. Next year's run starts from what the firm already knows.
Know what each return costs
See staff reviews and agent spend per accepted return, across every agent and model.
Private beta
Run one client through Mobtasks.
Bring one client file and a real question. We'll set up the Tax Practice team with you during the private beta.