For solo & small tax practices
Add capacity without hiring.
AI client intake for tax firms.
One secure link per client, built from last year's return. Kaseload asks for the documents, chases the stragglers, reads what comes back, and tells you exactly what is still missing — before the return hits your desk.
Built for EAs, AFSP participants, unenrolled preparers and CPAs running 1–5 preparer shops.
Delgado, Maria & Luis
1040 · TY2025 · Returning client
W-2 · Orlando Health
Delgado_2025_W-2_OrlandoHealth.pdf
1099-NEC · Sunstate Consulting
Delgado_2025_1099-NEC_Sunstate.pdf
1098 · Truist Mortgage
Delgado_2025_1098_Truist.pdf
1099-B · Fidelity
Delgado_2025_1099-B_Fidelity.pdf
K-1 · Delgado Landscaping LLC
Missing — on last year's return
1099-INT · Navy Federal
Missing — on last year's return
Just classified
Phone photo → 1099-B, Fidelity → renamed and filed
The bottleneck
You are not short on expertise. You are short on capacity.
The scarce hours in a small practice do not go into judgment calls. They go into asking for a W-2 four times.
6 weeks
of chasing before prep starts
The organizer goes out in January. The last missing 1099 lands in March. Everything in between is email.
The 4th ask
is the one that costs you
Every follow-up is unbilled admin work, and it is the work least worth a licensed preparer's time.
Turned away
clients you had room for
Capacity gets capped by intake, not by preparation. The returns you declined were a paperwork problem.
How it works
Request. Chase. Read. Reconcile.
Four steps that currently sit in your inbox. Kaseload runs them and hands you a complete file.
01
The request builds itself
Point Kaseload at last year's return. It works out which documents this client should send and generates one secure link — no portal login, no password reset call.
02
Your client uploads from their phone
Photos, PDFs, screenshots, forwarded email. Whatever they actually have, in whatever form they actually have it.
03
Kaseload reads and files it
Each document is classified, renamed to your convention and filed into your folder structure. No drag-and-drop, no re-typing.
04
It reconciles against last year
The one that matters. Kaseload compares what arrived against what the prior year shows and flags what is still missing — by name.
What it does
The whole intake season, handled.
This is what runs today in the pilot. Everything on this list is something we will show you live on a call.
W-21099-NEC1098K-11099-BOne link per client, pre-built
Generated from the prior-year return, so the ask is specific — not a generic 40-line organizer nobody finishes.
Uploads that meet clients where they are
Phone photos, PDFs, screenshots, forwarded email. Mobile-first, and no account for the client to create.
Classification and renaming
W-2, 1099-NEC, 1098, K-1 and 1099-B are recognised, renamed and filed to your structure automatically.
Prior-year reconciliation
Missing documents are named before you open the file — not discovered at the point you sit down to prep.
Reminders you don't send
Follow-ups go out on a cadence you set and stop the moment the document arrives.
A file that is complete on arrival
The handoff to prep — in your software, however you already work — is the first time you have to think about the client.
Where we fit
We are the six weeks before data entry.
Plenty of good tools automate the preparer's side — documents in, tax software populated. Kaseload automates the client side: requesting, chasing and reconciling the documents so the file is complete before anyone preps anything.
Everyone else starts here
Documents on your desk → tax software
Useful. But it assumes the documents already arrived.
Kaseload starts here
Client's phone → complete, reconciled file
The part of the season that actually consumes your weeks, and the part no one has automated for practices your size.
Where this goes
Intake is the wedge, not the whole plan.
AI document intake
Request, chase, read, file, reconcile. Shipping to pilot firms.
AI-native client records
A client record built from the documents themselves, not re-keyed. Engagement letters, e-sign, deadline tracking.
Agentic prep workflows
1040s, 1065s and K-1 packages, with the preparer reviewing rather than typing.
Pricing
Priced for a practice, not an enterprise.
No per-document fees, no implementation charge, no annual contract.
Solo
For a one-preparer practice.
$79/mo
- 1 preparer seat
- Up to 100 clients
- Intake links, classification & renaming
- Prior-year reconciliation
- Automatic reminders
Practice
Most practices
For a 2–5 preparer shop.
$199/mo
- 5 preparer seats
- Unlimited clients
- Everything in Solo
- Shared folder structure & naming conventions
- Per-preparer client assignment
Founding firms
50% off for life — first 25 practices.
In exchange for a biweekly feedback call through your first season with us. We would rather build against a real caseload than a roadmap.
Start here
We load your first 10 clients with you, on the call.
Twenty minutes, screen shared. Bring one prior-year return and watch the request link build itself. If it is not obviously faster than what you do now, we have both learned something in twenty minutes.
Book a 20-min pilot callNot ready for a call?
Leave your details and we will send the demo recording plus a note when we open the next block of pilot spots.
Questions
The ones we get asked at the booth.
Do my clients need to create an account?
No. They get one secure link, they upload from their phone, and that is the entire interaction. The password-reset support call is the thing we are trying to delete.
Isn't this just document scanning?
Scanning starts once the documents are on your desk. Kaseload covers the six weeks before that: working out what to ask for, asking, chasing, and confirming nothing is missing. It complements a data-entry tool rather than replacing one.
Does it replace my tax software?
No, and it is not trying to. Kaseload hands prep a complete, correctly named, correctly filed set of documents. What you prep in stays yours.
What happens when the AI misreads a document?
Every classification is shown to you with the source document one click away, and corrections take a click. Nothing is filed somewhere you cannot see it.
How does the prior-year reconciliation work without last year's file?
It works best from the prior-year return. If you do not have one — a new client — you can start from a document list and Kaseload tracks against that instead.
Is my client data secure?
Documents are encrypted in transit and at rest, links expire, and we do not train models on your clients' documents. We will walk through the specifics on the pilot call.