For solo & small CPA firms

Stop chasing W-2s at 11pm.

Your firm gets a smart inbox at yourfirm@inbox.tax. Clients send their W-2s, 1099s, K-1s there. We auto-classify every document, track what's still missing per return, and send branded reminders signed by you.

Built by a senior dev for the 360,000 US solo and small CPA firms who deserve better than spreadsheets and 14-tab Excel files.

Currently in customer-discovery phase. Talking to 20 CPAs first. No code written until I've heard 20 of you describe what actually made April miserable.

Three ways to engage

Pick whichever feels right. All three start with your email + firm details.

No spam. Monthly progress updates only. Unsubscribe with one click.

What it will do (when it exists)

1. Your firm gets a smart inbox: yourfirm@inbox.tax

Forward client emails. Tell your clients to send straight to it. Either way, every attachment lands in one place — auto-classified, named, filed against the right return. W-2, 1099-NEC, K-1, 1098, 1099-B, brokerage, HSA, SSA-1099 — 12 form types covering ~92% of intake. Powered by Claude Sonnet 4.6 vision.

2. Track missing docs per return

One dashboard: "Of your 87 active returns, 23 are blocked on a specific missing form." No spreadsheet. No mental tax. No 11pm Sunday surprises.

3. Branded reminders signed by you

Configurable cadence (7 / 14 / 21 days), branded with your firm name and domain, not "noreply@somesaas.com". Clients get a magic-link upload portal — no password, mobile-first, drag-and-drop.

4. Clean export to your tax-prep software

Drake Tax CSV first (most-asked-for in early discovery). ProConnect, Lacerte, UltraTax to follow based on what discovery reveals. Plus a clean "named-PDF folder" fallback that works for any tax-prep tool.

I'm Nikita, a senior software engineer, 15 years. I watched a CPA in my circle burn out chasing W-2s at midnight in April. The big tax-prep tools won't fix this because solo and small firms aren't their ICP.

I'm doing 20 paid discovery calls before writing any code. If your firm sounds like the ICP — solo or small (1-5 preparers), US-based — I'd genuinely value 30 minutes of your time. $50 Amazon gift card or charity donation, your call.

— Nikita