Every document, extracted.
Every system, connected.
An automation and integration layer connecting your tax software, Microsoft 365, document storage, CRM, and AI services, so document intake, data entry, and client communication happen automatically instead of manually, built with the same discipline a financial services business already applies to sensitive client data.
Three failure modes slowing tax season down.
Every firm running tax software, Microsoft 365, and a CRM as separate islands hits the same three walls. Different symptoms, same root cause: systems that were never built to share data or documents automatically.
Documents come in, humans key them in
Tax documents and organizers arrive from a dozen different sources, and every field typed by hand is a chance for delay or error inside a filing that has zero tolerance for either.
Systems don't share data
Tax software, Microsoft 365, document storage, and the CRM each hold a piece of the client relationship, so the same client detail gets re-entered every time it moves between them.
Visibility into progress lives in someone's head
Without a dashboard or exception report, knowing where a return actually stands in the process means asking around instead of looking it up.
A scalable foundation, not one-off scripts.
An integration layer connecting your tax software, Microsoft 365, document storage, CRM, and databases, with AI handling the parts that used to require manual reading and typing. Incoming documents get routed and OCR and AI extraction pull structured data out of PDFs and source documents, landing clean in the right system instead of being retyped by hand. Workflow dashboards and exception reports surface exactly where every return stands, so tracking preparation progress is a glance instead of a hallway conversation. Client onboarding, organizer processing, and routine communication run through reusable automation and API patterns built to the same security standard financial services data already demands, since sensitive client information deserves the same discipline whether it's a loan file or a tax return. Every integration gets documented and monitored so the foundation keeps scaling instead of turning into a pile of one-off scripts.
What you get. Phase by phase.
Every phase ships with concrete deliverables you sign off on before the next begins. No vague "ongoing collaboration" hours, no mystery scope.
- Full audit of your tax software, Microsoft 365, document storage, CRM, and database systems to map current data flow and gaps
- Security and data handling review to confirm every integration meets the standard sensitive client and financial data requires
- Architecture document defining which systems connect where, and which AI or OCR tools handle document extraction
- Priority workflow list locked with you, starting with the highest volume manual work
- Automated document intake and routing built for incoming tax documents and organizers
- OCR and AI extraction wired in to pull structured data from PDFs and source documents accurately
- Extracted data validated against source documents before it lands in any downstream system
- Exception handling built for documents that don't extract cleanly, routed to a human instead of silently failing
- Tax software, Microsoft 365, CRM, and databases connected through reusable API integration patterns
- Duplicate data entry eliminated by moving data directly between systems instead of manual re-entry
- Client onboarding and organizer processing automated end to end
- Automated emails, tasks, and alerts wired to fire from real workflow events, not manual reminders
- Workflow dashboard built showing exactly where every return or engagement stands in the process
- Exception reports built surfacing what needs human attention before it becomes a bottleneck
- AI assisted review tool built to help staff catch issues faster on extracted or entered data
- Reporting built for visibility across the whole tax preparation pipeline, not just one system
- Clean documentation covering every integration, automation, and API pattern built
- Monitoring set up so a broken automation or failed integration surfaces immediately, not after a client notices
- All code, credentials, and integrations owned fully by your firm, no dependency on Jason to keep it running
- 30 day support window for tuning and fixing anything that surfaces once real volume runs through it
Four weeks. Audit to scalable foundation.
Each week ships a working deliverable. Click any week to see exactly what lands in your systems by Friday.
Deliverables this week
- Full audit of your tax software, Microsoft 365, document storage, CRM, and database systems to map current data flow and gaps
- Security and data handling review to confirm every integration meets the standard sensitive client and financial data requires
- Architecture document defining which systems connect where, and which AI or OCR tools handle document extraction
- Priority workflow list locked with you, starting with the highest volume manual work
Deliverables this week
- Automated document intake and routing built for incoming tax documents and organizers
- OCR and AI extraction wired in to pull structured data from PDFs and source documents accurately
- Extracted data validated against source documents before it lands in any downstream system
- Exception handling built for documents that don't extract cleanly, routed to a human instead of silently failing
Deliverables this week
- Tax software, Microsoft 365, CRM, and databases connected through reusable API integration patterns
- Duplicate data entry eliminated by moving data directly between systems instead of manual re-entry
- Client onboarding and organizer processing automated end to end
- Automated emails, tasks, and alerts wired to fire from real workflow events, not manual reminders
Deliverables this week
- Workflow dashboard built showing exactly where every return or engagement stands in the process
- AI assisted review tool built to help staff catch issues faster on extracted or entered data
- Clean documentation covering every integration, automation, and API pattern built
- All code, credentials, and integrations owned fully by your firm, no dependency on Jason to keep it running
Let's build the foundation.
A 30 minute call where I share my screen, walk through the integration and document extraction approach, and confirm scope against your current tax software and systems. Happy to walk through commercials on the call.