TaxFlight provides a managed tax operations service that automates document collection, follow‑ups, and continuous workpaper rebuilds using AI and human review. By automatically updating workpapers as late or out‑of‑order documents arrive, it eliminates restart work and delivers a real‑time, document‑backed processing list that keeps status accurate and handoffs clean. The service is designed for tax firms that struggle with late‑doc bottlenecks and need a reliable, outsourced solution rather than a self‑implemented software platform.
Funding
Funding not disclosed
Founders
Product
Problem
Tax firms often face “restart work” when client documents arrive late, incomplete, or out of order, causing workpapers to become outdated, status trackers to lose accuracy, and partners to spend excessive time on cleanup and manual follow‑ups.
Solution
TaxFlight offers a managed tax operations service that automates document collection, sends continuous text and email reminders, and rebuilds workpapers automatically as new documents are received. An AI layer processes incoming files, updates the processing list, and flags exceptions for human review, ensuring that workpapers remain current and review‑ready throughout the filing season. The platform provides a document‑backed status view that distinguishes missing, received, and blocked items, and delivers clean handoff packages to firm reviewers, eliminating the need for manual restart cycles.
Target Audience
Tax preparation firms and accounting partners that experience frequent late‑document arrivals and need a reliable, real‑time status view to reduce end‑of‑season cleanup and streamline handoff to reviewers.
Features
- Automated tax organizer notifications via text and email with one‑time codes to guide clients to the collection portal
- Continuous follow‑up system that triggers requests and tracks responses in real time
- AI‑driven workpaper rebuilds that update automatically when late documents arrive, keeping status accurate
- Exception handling workflow that surfaces problematic documents for human review while the rest of the process runs unattended
- Processing List dashboard showing document‑backed status (missing, received, blocked) with clear ownership of blockers
- Managed service model: TaxFlight handles collection and rebuilds; the firm retains responsibility for review and filing