How does Alfred collect documents from clients?

Alfred sends personalized document request lists to each client via email or text. Clients upload documents through a secure portal. Alfred tracks what has been received, sends reminders for missing items, and organizes everything by client and category.

Built for Accounting Firms

Alfred AI for Accounting & Tax Firms

Tax season shouldn't mean burnout. Alfred handles deadline tracking, document collection, client onboarding, billing, and scheduling — so your team can focus on advisory work.

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50%

Less Admin Time

Zero

Missed Deadlines

24/7

Client Portal

The Tax Season Crunch

Your CPAs are drowning in admin work instead of doing what they're trained to do.

Deadline Chaos

Tracking hundreds of client deadlines across federal, state, and quarterly filings. One missed deadline means penalties, complaints, and potential liability.

Document Chasing

CPAs spend 30% of tax season chasing clients for missing W-2s, 1099s, receipts, and bank statements. The same emails sent over and over.

Client Call Overload

"Is my return done yet?" "How much do I owe?" "Can I deduct this?" Routine calls consume hours that should be spent on complex returns.

Slow Client Onboarding

New clients take 2-3 weeks to fully onboard — collecting documents, verifying info, setting up in your system. Lost time means lost revenue.

AI for Every Part of Your Practice

Six solutions designed specifically for CPA and accounting firms.

Tax Deadline Reminders

Automated deadline tracking for every client. Sends reminders at configurable intervals. Tracks filing status and alerts your team to approaching deadlines — federal, state, and quarterly.

Document Collection

Sends personalized document request checklists. Clients upload via secure portal. Alfred tracks what's received, sends reminders for missing items, and organizes files by client and category.

Client Onboarding

Automated new-client workflow: intake forms, document requests, engagement letters, system setup. Turns a 2-week process into 2 days.

Billing Inquiries

Clients check balances, view invoices, make payments, and set up payment plans through Alfred 24/7. No staff needed for routine billing questions.

Appointment Scheduling

Clients book consultations, tax review meetings, and planning sessions via phone or chat. Alfred checks CPA availability and sends calendar invites automatically.

Secure Document Portal

Encrypted file sharing between your firm and clients. Clients access returns, financial statements, and documents anytime. Full audit trail on all downloads.

Set Up Before Tax Season

Three steps to an AI-powered accounting practice.

Set Up Firm Profile

Import your client list, service offerings, pricing, and team members. Alfred learns your firm's structure, specialties, and processes.

Configure Seasons

Set up tax calendar, document checklists by client type, engagement letter templates, and communication schedules for each season.

Deploy AI Assistant

Launch Alfred on phone, email, and client portal. Clients get 24/7 access to status updates, document uploads, billing, and scheduling.

Voice Example: Tax Season Client Call

A client calls about their tax return status.

Client (Phone)

"Hi, this is Jennifer Walsh. I dropped off my documents last week. Any update on my tax return? And I think I forgot to include my rental property income."

Alfred

"Hi Jennifer! I've pulled up your file. Here's your status:

Return Status: In preparation — assigned to Sarah Chen, CPA
Documents Received: 8 of 10 required items
Missing: Rental property income statement (Schedule E), and mortgage interest statement (1098)

I can send you a secure upload link right now for those two items. Once we receive them, Sarah can typically complete your return within 3 business days. Would you like me to send that link to your phone?"

Works With Your Accounting Stack

Native integrations with the tools your firm relies on.

QuickBooks

Xero

ProConnect

Lacerte

Before Alfred vs. With Alfred

Measurable impact on your accounting practice.

Task	Before Alfred	With Alfred
Document collection	30% of time chasing clients	Automated reminders & portal
Deadline tracking	Spreadsheets and memory	Automated calendar & alerts
Client status inquiries	Phone calls to staff	24/7 AI self-service
New client onboarding	2-3 weeks manual process	2 days, fully automated
Billing & payments	Manual invoicing	AI-powered portal
Evening/weekend access	None — closed	Full client portal 24/7

"Last tax season was our best ever, and we actually left the office before midnight. Alfred handled document collection for 400 clients automatically — our document completion rate jumped from 60% to 95% before filing deadlines. The ROI was immediate."

Robert Fielding, CPAFielding & Associates — Edmonton, AB

Frequently Asked Questions

Common questions from accounting firms.

Yes. Alfred maintains a complete tax calendar for all clients across federal, state/provincial, and quarterly deadlines. It sends automated reminders at configurable intervals, tracks filing status, and alerts your team when deadlines approach.

Alfred sends personalized document request checklists to each client via email or text. Clients upload documents through a secure encrypted portal. Alfred tracks what's been received, sends reminders for missing items, and organizes everything by client and category.

Alfred integrates with QuickBooks Online, QuickBooks Desktop, Xero, FreshBooks, and other major accounting platforms. It can pull financial data, sync client records, and coordinate between your practice management and accounting software.

Absolutely. Alfred uses end-to-end encryption for all data in transit and at rest, role-based access controls, comprehensive audit logging, and secure document storage. We understand the sensitivity of financial and tax data.

Yes. Alfred answers billing questions, sends invoices, processes payments, and handles payment plan setup. Clients can check their balance, view invoice history, and make payments through the AI portal 24/7 — no staff involvement required.

Automate Your Firm Before Tax Season

Less admin. Zero missed deadlines. Happier clients. Happier CPAs.

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