Stop chasing clients for W-2s and 1099s. We follow up, and tell you who's still missing.

{{BRAND}} is run by {{FIRST_NAME}} in Dhaka, Bangladesh. The work runs on email and your portal, so the time difference doesn't slow it down: your status email is in your inbox first thing each Monday.

As little as possible: your client list and checklists, plus either a limited login to your portal or a shared folder to file into. We never need your tax software, your e-file credentials, your bank, or any client's IRS, HMRC, CRA or ATO account. If your portal charges per user, we can work from a shared folder and sheet instead, so you don't pay for an extra seat.

Tax documents are sensitive and we treat them that way. We file straight into your portal or folder and don't keep our own copy of client documents. Anything we hold on the way is kept in our Google Workspace account with 2-step login, seen only by the person working on your account, never shared or sold, and deleted within 7 days if you leave. We're happy to sign your NDA and, for UK, Canadian and Australian firms, a data processing agreement. Ask for our one-page data promise.

For US firms: under section 7216 of the Internal Revenue Code, giving a client's tax return information to a provider outside the US generally needs that client's consent, with extra limits on Social Security numbers. That is your firm's consent process, and we work inside it. We only work on clients you tell us have consented, and we never ask a client for a Social Security number. We aren't your lawyer, so ask your own adviser how the rule applies to your firm. UK, Canadian and Australian firms have their own data protection rules, and we'll sign a data processing agreement that covers sending data to us in Bangladesh.

People, with good tools. Software helps us draft reminders and sort what arrives by form type, payer and tax year. A person reads every reply and checks every item against your checklist before it is ticked off and filed. "Received" means the file is there and looks like the right form for the right year. It does not mean the figures are complete or correct, which is your preparer's call.

In your firm's name, by email from your address or from a desk address copying you, by portal message, or by text through your own tool if you use one. You approve the wording once and can see every message. If a client still hasn't sent something after our follow-ups, we don't pressure them or talk about penalties. We put them on your "call these clients" list.

Any portal or folder: TaxDome, Canopy, SmartVault, Karbon, Liscio, Financial Cents, Onvio, Dropbox, Google Drive, OneDrive, or plain email. We never log in to your tax software or enter data into it. We work from your checklist in your terms: W-2s, 1099s and K-1s in the US, P60s, dividend vouchers and self-assessment records in the UK, T4, T5 and T3 slips in Canada, and income, interest and dividend statements in Australia.

We don't prepare, review or sign returns, give tax, legal or accounting advice, or tell a client which documents they need: your checklist decides that. We don't contact the IRS, HMRC, CRA or ATO, use your e-file or agent credentials, or enter data into your tax software. We never collect or move money, including your fees, and we don't phone your clients. We're not a licensed tax preparer or registered tax agent, and we don't act as one.

Pick a plan or stop. Either way, your checklists, filed documents and status history are yours. If you only need us until your filing deadline, cancel then and restart next season.

A monthly invoice that you can pay by bank transfer (US ACH or UK bank transfer) or by card.