The Problem
Tax season means long hours, overflowing inboxes, and clients who need reminders. Your team handles it all because that's what good firms do.
Scattered Documents
Clients send files by email, text, portal, and in person. Your team pulls it all together every year because that's what it takes. But it doesn't have to eat this many hours.
The Biggest Bottleneck
Document collection is the most commonly cited time drain during tax season. That's 6 to 10 hours a week your team could be spending on returns and client work.
Incomplete Responses
Less than 40% of clients respond to a document request correctly the first time. The follow ups aren't anyone's fault. They're just part of the process, until you automate them.
The Solution
We collect the documents so you don't have to.
Tools that handle the collecting, organizing, and follow ups behind the scenes so your team can focus on the work you're great at.
Drop files here
Automated Client Intake
A branded portal collects documents from clients, converts files to PDF, and organizes everything before your team touches it.
AI Document Parsing
AI reads W-2s, 1099s, and every tax form, extracting data fields so your preparers start work, not data entry.
Workpaper Generation
Automatically compile extracted data into organized workpapers, ready for review — eliminating hours of manual spreadsheet work.
End-to-end Integrations
Paloma works inside your existing workflow.
We don't replace your tax software. We plug directly into it — pushing extracted data from client documents straight into the tools your team already knows.
Client Documents
Paloma
Parse, extract, organize
Your Tax Software
Ready to transform
tax season?
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