Stop chasing missing tax docs
Drop a client's tax documents into the folder. The agent classifies each one, extracts the key numbers, flags what's still missing, and drafts the follow-up email.
Client folder · Tax year 2025
The Henderson Household
Married filing jointly. Two W-2 jobs (one per spouse). One rental property. A taxable brokerage account. One child in college. Homeowners with a mortgage; made charitable donations.
Documents received — click to add or remove, like dropping files in
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Adjust the document pile, then run the intake agent. It'll classify every file, check it against what this client needs, flag what's missing, and draft the follow-up email.
Demo mode — extraction fields are pre-loaded sample data and the missing-doc logic runs locally. Add an Anthropic key to have Claude reason over the folder and write the email live.