REIGNBRIDGECONSULTING
Concept demo · fictional business · sample data

Accounting firm · Workflow automation

Calder & Finch CPAs tax document collection

Every tax season, staff email clients the same document list, then chase what’s missing one message at a time. This demo builds each client’s checklist from last year’s return, collects uploads, catches mistakes and sends reminders on its own.

Staff follow-up emails per return: 6 → 0Returns ready to prepare by March 1: 40% → 70% projected
Active requests46
Ready to prepare18
Waiting on clients28
Staff follow-ups this week0

Client checklist

Tax year 2026 · sample

Automation run

Run —

    Client request

    Tracked automatically

    Who does what

    Automated
    • Building each checklist from last year’s return
    • Secure upload link and request email
    • Reading and filing each upload
    • Catching wrong-year or wrong-form documents
    • Reminders that list only what’s missing
    • Moving complete files to the preparer’s queue
    Human
    • Preparer reviews the complete file
    • Preparer calls clients who stop responding
    • Partner approves anything unusual
    • All tax judgments stay with the CPA

    How it would be built for a real business

    For a real firm this runs on the client portal and practice management software the firm already licenses, connected to the firm’s document storage. Checklists come from last year’s return data, uploads are classified and filed to each client’s folder, and reminders send from the firm’s own email. Client documents never leave the firm’s secure systems.