AI Document Collection
Know what's still missing, automatically
Automatically identify what's still missing from a client's file and prompt for it — instead of a preparer tracking a checklist by hand.
This is on our roadmap, not available in TaxResOS today. We’re publishing what we’re planning so you know where the product is headed — not to imply it’s shipped.
Requirement matching
Compare what a case needs against what's already been collected.
Automated reminders
Prompt clients for outstanding documents without a manual follow-up email.
A checklist that stays current
Requirements update automatically as a case's needs change.
Ready to modernize your tax resolution practice?
Book a demo and see how TaxResOS replaces your patchwork of tools with one platform.