Launching today
Paloma
AI client intake and document collection for tax firms
2 followers
AI client intake and document collection for tax firms
2 followers
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.
