AllAccounted · document chasing, retired

Too small for TaxDome? Perfect.

AllAccounted does one thing: gets tax documents out of your clients and into your hands — without a suite, a setup week, or a sales call.

No card. No spam. One email when we open, one when we launch.
Intake · Martinez, R. — 10407 of 9 received
W-2 — employer #1
W-2 — employer #2 missing
1099-INT wrong year — 2024 uploaded
Schedule C receipts page 3 unreadable
1098 — mortgage interest
Reminder sent to client · you did nothing

You know this loop

You email the checklist in January. Silence. You follow up in February. Two documents arrive — one is last year's. By March you're the world's most overqualified filing-cabinet reminder, and half your inbox is “did you get my stuff?”

Practice management suites will fix this — for $800+ per seat, per year, paid upfront, after a few weeks of setup. If you have 30 clients, nobody built anything for you.

Until now.

How it works

Three steps. The third one runs itself.

Step 1

Pick a checklist

Start from built-in templates — 1040, 1120-S, Schedule C, monthly bookkeeping — and tweak in minutes.

Step 2

Send one link

Your client opens it on any device. No account, no password, no app to download. They see a simple list and upload.

Step 3

AI checks the pile — and chases

AllAccounted reads what came in: flags the missing W-2, catches the 1099 from the wrong year, spots the blurry page — then sends the reminder so you don't have to.

Why AllAccounted

Built for firms of one.

No client logins. Ever.

The #1 reason clients don't upload is the portal itself. We removed it. They tap a link, they upload, they're done.

Set up in 15 minutes, yourself.

No onboarding package. No $500 hand-holding fee. If you can send an email, you're live today.

$29/month. Flat. Cancel anytime.

No per-seat pricing. No annual prepay. No 3-year agreement. Your subscription shouldn't need an exit strategy.

Built for tax work, not “any industry.”

Generic form tools don't know what a Schedule C needs. AllAccounted ships with the checklists you actually use.

Support that answers.

You'll talk to the person who built it, usually within hours. In writing. With a real answer.

Your data stays yours.

Export or delete everything, anytime, in one click. No lock-in is the whole point.

$29/month, flat
  • Unlimited clients
  • Unlimited requests
  • Cancel anytime
  • Founding rate, locked forever

Questions

Fair questions, straight answers.

Is my clients' data secure?

Encrypted in transit and at rest, and you can export or delete everything anytime. Your data is yours. Full security details will be published before launch — and we'll never claim a certification we don't hold.

Does my client need to install anything?

No. They tap a link, they upload, they're done.

Can I import my client list?

Yes — CSV upload on day one.

What if I leave?

Export everything in one click. No lock-in is the whole point.

Next January, send one link and go do the real work.

No card. No spam. One email when we open, one when we launch.