Get through tax season without retyping.
Every tax season your team retypes the same documents and answers the same calls. We build the systems that read client documents, fill in the figures with their source page, chase what is missing and answer the phone, so your staff only check and approve.
What each system does for you
Front Desk System
Answers "where is my return?" and booking calls in tax season, books appointments and sends document reminders.
Back Office System
Sorts and names W-2s, 1099s, K-1s and bank statements, fills in the figures with their source page, and drafts the request for what is missing.
Content System
Deadline reminders, tax tips and a monthly client newsletter, written in your firm's voice.
The rules it is built around
- IRS Section 7216 limits on using tax return information, which shapes where data can go.
- FTC Safeguards Rule: the system's data map and access log feed your written security plan.
- Your professional liability insurer's expectations on review: a person approves every figure.
Technical support for your own compliance, not legal advice. Which rules apply to you is a call for you and your advisers. How your data is handled.
Talk it through
Thirty minutes with Bhuwan Aryal, the engineer who would build it. You'll leave with a written plan, a fixed quote and an honest view on which system is worth it for you, if any.
Live in 2 to 4 weeks. Month to month after that, and you can cancel anytime.
Book a 30-minute callBhuwan Aryal
Founder, BhuwanLabs