Admin Automation Checklist for Tax Preparers

Client Document Collection

Chasing missing 1099-INT and W-2 forms from 130+ clients
Text 'Email Kowalski family for 1099-INT' and she drafts and sends personalized follow-ups right away.
3h/week
Automatable
Tracking received vs. pending documents in spreadsheets
Text 'Mark Okafor W-2 received' and she updates your Google Sheet checklist automatically.
1h 30m/week
Automatable
Explaining complex document requirements to confused clients
You need your own judgment here to clarify specific tax situations.
45 min/week
Manual

Transcribing rental income details from phone calls
Send a voice note like 'Linda Park: $4,200 home office, new rental Aug 2025' and she creates structured notes.
1h 15m/week
Automatable
Organizing depreciation schedules and asset lists
She pulls asset data from your voice summaries and formats them for Schedule E.
1h/week
Automatable
Determining optimal deduction strategies for unique cases
Strategic tax planning needs your licensed expertise and relationship with the client.
50 min/week
Manual

Monitoring extension deadlines for Nguyen and Patterson files
Text 'Block April 14 for review, set extension reminders' and she manages your Google Calendar.
40 min/week
Automatable
Sending quarterly estimated tax payment reminders
She reminds you two weeks before the June 15, Sept 15, and Jan 15 deadlines.
25 min/week
Automatable
Negotiating penalty abatement with the IRS for late filers
You have to handle direct representation and negotiation yourself.
30 min/week
Manual

Categorizing Drake Software renewals and supply receipts
Snap a photo of the $189 receipt; she logs it to Sheets under 'Software & Subscriptions'.
45 min/week
Automatable
Separating personal Amazon orders from business expenses
She flags non-business items in your upload log so you only review the exceptions.
35 min/week
Automatable
Reviewing final profit and loss statements before filing
Final verification of your own Schedule C needs your sign-off and accuracy check.
20 min/week
Manual

Check off automatable tasks above to see how much time and money Christine could save you each month.

Ready to automate your admin?

Christine handles your emails, scheduling, documents, and more — so you can focus on tax preparers.

Automatable — Christine handles this for youManual — requires your personal judgment or presenceEstimated weekly time cost for this task