/01
Document collection agent
Per-client checklist by tax year, with portal reminders, email nudges, and a dashboard of who has sent what. Senior staff stop being the chase.
Four patterns we hear from accounting firms on every diagnostic call. None of them get fixed by hiring. All of them get fixed by writing the implicit rules down and letting AI carry the rote work.
Per-client checklist by tax year, with portal reminders, email nudges, and a dashboard of who has sent what. Senior staff stop being the chase.
Flags duplicate transactions, GL misclassifications, and unusual variances. Junior staff start with a triaged list, not a 4,000-row export.
Real-time view of every return in flight — by client, by preparer, by waiting-on. Partners stop asking. The dashboard answers.
New-client intake with engagement letter, conflict check, and CDD/KYC document collection. Onboarding goes from a Notion checklist to a guided flow.
Closes-by-checklist with exception flagging, cross-period variance alerts, and a partner sign-off packet. Bookkeepers stop reinventing the wheel.
Per-client Q1–Q4 reminders with calculations, payment links, and confirmation logging. Penalties from missed estimates go away.
Annual renewal letters auto-drafted with current rates and scope, sent for e-sign, logged against the engagement record.
| # | Manual today | With Scooper |
|---|---|---|
| /01 | Document chase from clients is constant noise | Document collection agent |
| /02 | Bank reconciliations eat junior staff hours | Reconciliation anomaly detection |
| /03 | Client communication during busy season is unmanageable | Tax workflow status tracker |
| /04 | Tax workflow status is opaque to partners | Client onboarding + KYC |
We do not migrate you off your software. We build a layer on top.
“Document chase time down 80%. Partners see a real-time tax-season pipeline for the first time. The team works the return, not the inbox.”
15-min discovery → two-week paid diagnostic. Operator interviews, workflow shadowing, and three nasty real examples worked end-to-end. By day ten you have a scope, a price, and a signed-off KPI.
Senior operators in your repo and your Slack. Code, prompts, and evals shipped in 3–6 weeks. KPI signed off in writing before we start. Miss the number, the next sprint is on us.
Two rounds of post-launch tuning. Then your team owns it. We hand over the code, the eval harness, the runbook, and the SOPs. No retainer required. No vendor lock-in.
Anonymized · numbers from the books
A 16-CPA firm with 1,400 returns came to us in October before the spring rush. We shipped document collection, the workflow tracker, and recon-anomaly flagging by January 15. The partner described the next April as "the first one I did not lose ten pounds in." Same headcount, +180 returns, fewer extensions filed under duress.
We will tell you in 15 minutes whether AI fits your bottleneck. If it does, we will scope a two-week paid diagnostic. If it does not, we will tell you that too.