Stop chasing clients for 1099s.
Every tax season, your staff spends hours emailing, calling, and emailing again for missing documents. Omnafy tracks what each client still owes you and drafts the reminders. Your team decides who gets a reminder and when.
A day with Omnafy
Before
Your senior bookkeeper opens the spreadsheet of clients and what each one is missing. A K-1 here, a brokerage statement there, and a client who uploaded last year's W-2 by mistake. They write reminder emails one at a time, check the portal for uploads, rename files, and update the spreadsheet. On Thursday they do it all again, and the actual return prep waits.
After, with Omnafy
Omnafy compared each client's uploads against last year's return and built the missing list. It drafted reminders in your firm's voice, and the bookkeeper approved them in one pass. As documents come in, Omnafy files them in the right client folder, checks that they're for the right year, and updates the list. The bookkeeper spends the morning preparing returns.
How it works
Something comes in
Tax season opens, and Omnafy builds each client's checklist from last year's return and what's already been uploaded.
Omnafy does the legwork
It drafts reminders, follows up on a schedule you set, and sorts incoming documents into the right client folder.
A person signs off
Your team approves every message before it reaches a client and decides when a phone call works better than another email.
What you get
Fewer returns stuck waiting
Missing documents get caught and chased early instead of in April.
More time for actual returns
Hours go to the work that needs an accountant.
Clearer reminders for clients
Each client knows exactly what's still missing.
Built around how you already work
Every firm has its own client portal and its own way of talking to clients. We start by learning how your team runs tax season today. Then we build Omnafy around that, so your staff keeps using the tools they already know. There's no new platform for your team or your clients to learn.
Book a Demo
Pick one task that eats your team's week. We'll show you how we'd hand it off, and where a person stays in charge.