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Paloma
AI client intake and document collection for tax firms
1 follower
AI client intake and document collection for tax firms
1 follower
Paloma helps small tax firms stop chasing client documents. Clients finish intake from one link on their phone, Paloma reads every W-2, 1099 and K-1 they upload, reminds them about anything missing, and builds a prep ready workpaper with each number linked to its source. Priced per firm, not per seat, from $65 a month for new firms.
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Hi Product Hunt! I'm Abby, cofounder of Paloma. We started building it after watching small tax firms spend more time chasing client documents than preparing returns. Paloma sends clients one link to finish intake on their phone, reads every document they upload, and builds a prep ready workpaper with each number linked to its source. It's priced per firm, not per seat, so it doesn't get more expensive every time you hire for tax season. I'd love to hear what you think, especially if you run or work at a tax firm!