Collect documents, track progress, and communicate with clients — all in one place.
Clients upload documents, and our AI automatically categorizes W-2s, 1099s, and more.
Clients chat naturally instead of filling forms. AI extracts the data you need.
Automatically identify missing documents before clients even submit.
Send personalized intake requests to all your clients with one click.
Upload last year's return and we'll know exactly what to ask for.
Bank-level encryption. SOC 2 compliant. Your clients' data is protected.
“Light Taxes cut our document collection time by 80%. Clients actually complete their intake on the first try now.”