Drew Keith
Jan 16, 2026
What is it?
This feature allows users to send document requests directly from within workpapers, streamlining the process of gathering necessary documentation.
What’s the problem it solves?
It addresses the challenge of efficiently collecting supporting documents needed for tax preparation, reducing back-and-forth communication.
Why is it impactful?
By enabling document requests directly from workpapers, firms can streamline their workflow, reduce delays, and ensure all necessary documents are collected promptly.
Browse Our Features
do this?
and this?
and that too?
Likely, yes. And if we don’t there’s a good reason for it. Have a tour of our features and see what we’re truly capable of.
Our Approach to Pricing
Simple. Flat. Fair.
Unlimited features. Unlimited seats. Built to scale.
