CRM for Tax Preparers

• The problem

  A return sits half done for weeks because one brokerage statement never arrived.

  In Kompot.ai

  Each return is a job with a stage you define, and the documents still missing are a checklist task with subtasks. Move the job to waiting on documents and a workflow messages the client by SMS or email and sets a follow-up task, so the chase does not depend on anyone's memory.

• The problem

  The phone rings all day in March with clients asking whether their return has been filed.

  In Kompot.ai

  The return's stage is on the client's record, so whoever picks up can answer without interrupting the preparer. A workflow can also message the client when the job moves to ready for signature and again when it moves to filed, which removes the reason for most of those calls.

• The problem

  Last year's clients hear nothing until they call, and some quietly go to the office down the street.

  In Kompot.ai

  Your client list carries over from season to season with last year's notes and documents. Before the season opens, send an email campaign to the segment of returning clients with the document checklist and the link to your booking page for a drop-off appointment.

• The problem

  Engagement letters are signed on paper at the desk, and remote clients mail them back late.

  In Kompot.ai

  Keep the engagement letter and your office's consent forms as document templates with merge fields. Send them by email, link or QR code, collect both spouses' signatures when the return is joint, and store the signed PDF with its audit trail on the client.

• The problem

  The return is finished and delivered, and the preparation fee is still unpaid in May.

  In Kompot.ai

  Create the invoice from your price list of return types and schedules when the job reaches ready for signature, and send the payment link with it. The client pays by card through the link, the invoice shows what is paid and what is still open, and overdue invoices are flagged before the deadline rush hides them.

What you keep on record

Taxpayer profile

Filing status, dependents, state, self-employment and the assigned preparer as custom fields on the client.

Returns by season

One job per return with its stage, files and notes, a checklist task beside it — and last season's job still there to compare.

Signed paperwork

Engagement letters and office consent forms signed electronically, stored as PDF with the audit trail.

Preparation fees

Return types, extra schedules and state returns as price-list items that build the invoice.

Questions owners ask

Does Kompot.ai prepare or e-file tax returns?

No. Returns are prepared and filed in your tax software. Kompot.ai runs the office around it: the client list, the status of each return, document chasing, appointments, signed engagement letters, invoices and payments.

How do I see which returns are waiting on the client?

Each return is a job with stages you define, shown on a board. Open the waiting-on-documents column and you have the list. The missing items are subtasks of the checklist task for that return, and every reminder sent to the client is in their history.

Can clients pick their own time to drop off documents?

Yes. Open the slots you want to offer for drop-offs and review meetings on your online booking page and put the link in the pre-season email and in saved replies. The appointment the client chooses appears on your calendar and in Google Calendar.

Can I remind last year's clients before the season opens?

Yes. Mark returning clients with a custom field and send that segment an email campaign with the document checklist and the booking link. For individual nudges, a scheduled workflow can send an SMS or create a call task for you.