TaxDome

CollectCue is a lightweight client document request and missing-item tracking tool for small bookkeeping and tax teams. It helps firms create recurring document requests, share simple upload links with clients, track what is still missing, send friendly reminders, and review submitted files before month-end close, tax preparation, cleanup work, or onboarding. Clients do not need to create an account or learn a complicated portal. They receive a secure request-specific link where they can see the required documents, upload files, or mark an item as not applicable for the period. Bookkeeping teams can monitor pending requests, missing items, uploaded files, exemption requests, reminder status, and review decisions from one workspace. Staff can view or download files, accept submissions, or request a reupload when something needs to be corrected. CollectCue is designed for small firms that want a clearer document collection workflow without adding a heavy client portal.

Built with collaboration at its core, Karbon is a practice management platform for accounting firms ready to embrace a more connected future. Seamless communication and workflows let teams know who's doing what, when, why, and how. Karbon is cloud-native, frequently updated, highly configurable and a delight to use. Firms running on Karbon are better equipped to drive the success of their business and the prosperity of their clients. Visibility & Control Enjoy peace of mind knowing where every job stands, who’s working on what, and what’s being said to clients. No blind spots, and nothing falls through the cracks. Automation & Efficiency Get more out of every team member by automating tasks, standardizing common processes, scheduling data collection and scaling onboarding. Collaboration & Connectivity Unite the firm with one place to collaborate on email, clients, jobs and tasks. Get more work done together, whether people are remote or in the office.