Client Tax Document Collection Agent

Tax season stalls when clients send documents in pieces and forget items they had last year. At the start of the season, this agent builds a checklist for each client from last year's return, such as W-2s, 1099s, K-1s, mortgage interest and charitable receipts. The advisor approves each checklist before it goes out through the portal. As documents arrive, the agent ticks them off, compares payers and amounts with last year, and flags missing items or new income types for the advisor. It then checks whether every expected item is received or explained. If not, it drafts reminders and specific questions, sends them once approved, and checks again. A return is marked ready only when all items are in or explained. The advisor approves every client message. Edge case: a client had a K-1 last year but none was uploaded, so the agent asks whether the investment was sold.