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Financial

Tax Prep CRM

⚡ Hero Feature: The Nagger

Detects missing receipts in bank feeds and SMS-chases clients until they submit.

See Tax Prep CRM in Action

Product Demo — 3 min

AI AGENTS

5 Specialized Agents

Each agent is an AI specialist that handles a specific part of your workflow autonomously.

Agent 1 of 5

RD

Receipt Detector

Detects missing receipts by analyzing bank feed transactions against records.

Uses:

Agent 2 of 5

SC

SMS Chaser

Sends persistent but polite SMS reminders to clients for missing documents.

Uses:

Agent 3 of 5

AF

Auto Filler

Auto-fills tax forms from verified bank data and receipt information.

Uses:

Agent 4 of 5

DT

Deadline Tracker

Tracks all filing deadlines and sends escalating reminders as dates approach.

Uses:

Agent 5 of 5

CM

Category Matcher

Automatically categorizes transactions into proper tax categories.

Uses:

WORKFLOW

How Your Agents Collaborate

Each agent handles its specialty, then passes results to the next — forming an autonomous pipeline.

RD

Receipt Detector

Agent 1

→

SC

SMS Chaser

Agent 2

→

AF

Auto Filler

Agent 3

→

DT

Deadline Tracker

Agent 4

→

CM

Category Matcher

Agent 5

INTEGRATIONS

Connected Tools

Tax Prep CRM agents connect to these tools your team already uses.

Plaid

Twilio

Gmail

QuickBooks

Google Sheets

Ready to deploy Tax Prep CRM?

5 AI agents ready to start working for your business today.