01Documents
Chase what is missing.
We follow up with clients for missing tax documents and keep each request moving, so your preparers are not stuck sending reminders.
An extra pair of hands for tax season
Keep serving clients your way.We’ll help carry the work behind it.
We chase missing client documents, enter the agreed information in the tax software your firm already uses, and check the work before your firm’s final review and e-file.
Talk with a Ready Plan Go team memberReal people, available when questions come up.
Works with the tax software your firm already uses
We confirm software fit before work begins. Product marks belong to their respective owners and do not imply a partnership or endorsement.“I just had an appointment with 189 stock transactions. Everything was perfect. I spent about half an hour with a client who usually takes over an hour.”
02Software
Work inside the software you already use.
We organize the documents and enter the agreed information into your firm’s existing tax software workflow.
03Review
Check the work before e-file.
A Ready Plan Go team member reviews the work and flags exceptions before your firm makes the final call and e-files.
A practical first step
Talk through one part of the work that slows your firm down.
Bring the workflow, backlog, and staffing questions you are weighing. We’ll talk through what we can help with, what stays with your team, and whether it makes sense for your practice.
Talk with a Ready Plan Go team member You will speak with a real person who can answer detailed questions. No commitment is required to have the conversation.