Traditional CPAs send every client the same 40-page, 210-question PDF organizer every January. Clients stare at it, freeze, return 35% of it, then you chase for six weeks. Our tool reads last year's return, pulls bank + payroll + brokerage feeds, detects new 1099s, life events, state-residency changes, and retirement gaps — then generates a 12-item personalized organizer with Why / Last year / This year for each item. Client completes it in 20 minutes. You save 4-6 hours per client, 600-900 hours across a 150-client book.
Connect prior-year 1040 + bank + payroll + brokerage feeds. Demo runs against Hanley Consulting LLC — single-member LLC, prior year Schedule C $184K, moved MA → FL/CO mid-2025, new baby, new Coinbase activity, Solo 401(k) opportunity.