Solo CPAs: every hour chasing docs is an hour you can't bill at $300.
DocPilot auto-generates each client's expected-doc list from last year's return, nudges them on their preferred channel, and only pings you when something needs your judgment. Flat $79/mo. Not per-user.
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"Recovered 7 hours/week in tax season. The first product I've kept past trial."
— Sarah K., solo CPA, Austin TX
247 solo CPAs joined this month
Your busiest weeks aren't tax prep. They're chasing 9 missing docs from every client.
Piecemeal arrivals — W-2 today, K-1 next week, 1099 never.
Manual re-asks via 4 channels for every missing item.
April 15 closes in. Your weekend belongs to chasing, not filing.
Three steps. Zero spreadsheets.
- 01Upload last year's return → AI generates per-client expected-doc list.
- 02DocPilot texts / emails / portal-pings each client on their preferred channel.
- 03Vision-LLM validates uploads. Traffic-light dashboard surfaces only what needs your judgment.
Flat $79/mo. Not per-user. Not per-client.
30-day money back. Cancel any time.
Solo
$79/mo
Up to 75 clients. Unlimited docs. SMS + email + portal.
Firm
$179/mo
Up to 250 clients. Multi-preparer. White-label portal.
Growth
$399/mo
Unlimited clients. Drake / Lacerte / UltraTax sync. Priority support.
FAQ
Does it integrate with Drake / Lacerte / UltraTax?
Yes — Drake and Lacerte today, UltraTax in Q2. We pull last year's return so the doc list is per-client, not generic.
Is it HIPAA-safe for SMS?
SMS carries only a one-time magic link, never PII or document content. All uploads run over TLS to an encrypted, US-only datastore.
Can clients use it without an account?
Yes. Clients get a magic link — no password, no app to install. They upload from their phone in 30 seconds.
What happens if I cancel?
Cancel in 1 click. Export all client doc lists as CSV. We delete your data within 30 days of cancellation.
April 15 is closer than you think.
No credit card · Unsubscribe anytime · Cancel in 1 click 🔒