Karbon wants a per-seat fee that makes adding a tax-season intern painful. TaxDome wants you to learn another portal and force your clients into it. Practice Ignition wants a payment-rail cut on every engagement letter you send. You'll have a working firm site, intake form, document-collection portal, engagement-letter flow, and deadline dashboard set up before this quarter's filings come due.
Site intake captures engagement type, entity, services. Per-client doc checklist with WhatsApp + secure upload links. Auto-ticks items off, pings you on each new doc.
Templates per service line. WhatsApp send + e-sign in 30 seconds. Auto-converts to recurring invoice on the schedule you set — bookkeeping monthly, tax annual, advisory hourly.
Jurisdiction-aware deadline calendar with 30d / 7d / day-of reminders for you + client. Return-review queue with WhatsApp approve flow. E-file routing on approval.
| Feature | DCS | The other guys |
|---|---|---|
| Setup time | 5 min | Onboarding + template imports |
| Cost | Flat $49-149/mo all clients | Per-seat or payment-rail cut |
| Document collection | WhatsApp + secure upload | Client portal nobody logs into |
| Engagement letter | Template + WhatsApp e-sign | DocuSign + manual followup |
| Deadline tracking | Jurisdiction-aware, 30/7/0d | Outlook reminders + tickler list |
| Own your client + return data | Yes — CSV export | Locked into their portal |
Custom intake form on your site — engagement type (bookkeeping / tax return / advisory), entity, fiscal year, prior accountant, services needed. WhatsApp message lands with the brief and a 1-tap consult-booking link. Client + entity profile auto-created, ready for an engagement letter without you re-keying anything.
Per-client checklist of what you need — W-2s, 1099s, bank statements, prior-year return, investment statements. WhatsApp goes out with the list and a secure upload link. Each upload ticks the item off and pings you. Reminders for missing items fire weekly until the checklist is clean.
Build engagement letters from saved templates per service line — monthly bookkeeping, annual tax, advisory hours. WhatsApp sends the letter, client e-signs in 30 seconds. Auto-converts to a recurring invoice on the schedule you set with a Stripe / Razorpay / UPI link.
Filing deadlines per jurisdiction — quarterlies, annual, GST, TDS, BAS, payroll. Both you and the client get WhatsApp reminders at 30d, 7d, and day-of. Missed-deadline list rolls up on the partner dashboard so nothing slides into late-filing-penalty territory.
When a return is ready, the preparer marks it for review. Reviewer signs off, WhatsApp goes to the client with the summary, the PDF, and an Approve button. Approved returns route to e-file. Comments and revisions are threaded — no more PDF-by-email back-and-forth.