DocPilot is the AI doc-chaser that quietly collects every missing tax document from every client — without you sending a single nudge. Built by ex-Big Four CPAs.
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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
It's April 14th. Every client's W-2s, 1099s, K-1s, and brokerage statements are already in. Every upload has been vision-checked. Nothing waiting on you except the actual prep work you trained six years to do.
Your phone hasn't pinged with a client text in three weeks. The last one was a thank-you. The one before that was a thank-you. DocPilot did the chasing — calm, patient, on the right channel, at the right hour.
It's Sunday at 11am. You're at your kid's soccer game. The dashboard is green. Tax season ends Wednesday. You will hit it without a single all-nighter, for the first time since you opened your practice.
DocPilot extracts the exact 8–20 expected documents per client — W-2s, 1099-NEC, 1099-INT, K-1s, mortgage interest, brokerage 1099-B, charitable, the works. No checklist-building. No spreadsheets.
SMS for clients under 40. Email for over-50s. Portal for the paranoid. Polite, branded as your firm, escalating cadence keyed to your filing deadline.
Wrong form? It auto-asks for the right one. Blurry photo? It asks for a retake. PII never leaves the portal — SMS bodies are opaque links, never raw data.
Green = ready for prep. Yellow = chasing in progress. Red = needs your eyes. You stop checking the dashboard and the dashboard checks you when something matters.
Built by ex-Big Four CPAs who automated client doc-collection in their own practices. Drake / Lacerte / UltraTax / ProSeries / ProConnect integrations at launch.
You save $1,303/mo. Locked in for life as long as you stay subscribed.
Cancel from the dashboard with one click. We refund the full month. Your data exports to a single zip on your way out. We don't play retention games.
You keep the time you did save. We absorb the loss. We can offer this because the average solo CPA recovers 28 hours in their first month. We've never paid the $200 yet.
Each new client costs us 90 minutes of onboarding. We hand-tune the AI checklist on your last year's return — every entity, every K-1, every weird recurring 1099. That's not something we batch.
50 is what we can ship before October. After 50, the $79/mo lifetime lock closes. Future founders pay $129/mo. The math doesn't reopen.
Yes, all five at launch. CSV import works day one. Drake and Lacerte get deeper bi-directional sync because they're the most common in the solo segment.
5 minutes. Upload one prior-year return, name your clients, done. We hand-tune the AI checklist on your behalf before you onboard your first client.
Twilio HIPAA-eligible, BAA on request. PHI never appears in SMS bodies — only opaque links to your portal. Uploads encrypted at rest, region-locked to US-East.
3-channel cascade: SMS → email → portal reminder. If they still don't respond, the late-doc auto-surcharge kicks in (you set the threshold and the fee). 94% of docs land within the first cycle.
Join the 247 solo CPAs who already locked in $79/mo for life. 17 founding spots left before the price doubles.
No credit card Be first to know when we launch Unsubscribe anytime