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Tax Preparer Guide

How to Automate Lead & Client Tracking as a Tax Preparer

Tax season gets messy fast when you're juggling 130+ clients across spreadsheets and sticky notes. You miss a W-2 follow-up for the Kowalski family or lose Linda Park's rental deduction details on a coffee-stained Post-it, and suddenly you're facing late filings and missed deductions. You don't have 10 hours a week to spend chasing documents while deadlines close in.

The Current Reality

The Manual Way

You keep a master spreadsheet, cross-check paper lists, and write individual emails for missing forms while trying to remember verbal updates from scattered notes.

8-10 hours per week
  1. Scan your physical binder checklist to find clients missing 1099-INT or W-2 forms
  2. Dig through email threads to see if you already followed up with the Okafor account
  3. Write separate emails for each missing document and log the sent date in another column
  4. Type out handwritten sticky note details from client calls into your main database
  5. Set phone alarms for filing deadlines and extension dates for the Nguyen and Mitchell returns

With Christine AI

The Christine Way

Christine works as your secretary right inside iMessage. She turns voice notes into structured data, sends specific document requests, and keeps your filing status sheet up to date in real time.

You

Voice note: 'Just spoke to Linda Park. New rental at 892 Elm bought August 2025. $4,200 home office claim. She needs a depreciation schedule and Schedule E added.'

Christine

Updates Linda's Google Sheet with the property details, marks 'Schedule E' as required, and drafts a depreciation calculation task for you to review.

You

Text: 'Send a follow-up to the Kowalski family asking for their 1099-INT from First National Bank and the property tax statement for 221 Birch Lane.'

Christine

Emails the Kowalskis right away with the exact form names, logs the outreach in your tracker, and sets a reminder to nudge you if they don't reply in 48 hours.

You

Photo: [Image of $189 Drake Software receipt]

Christine

Reads the amount via OCR, files it under 'Software & Subscriptions' in your expense sheet, and separates it from client billables for your own Schedule C.

Time Saved Per Week

7.5 hours per week

Back in your pocket every single week — just for this one task.

Real Example

See it in iMessage

Just text Christine like you would a friend.

9:41

Christine

AI Secretary

Ugh, I'm drowning. Can you check who still hasn't sent their W-2s? I think the Okafor file is incomplete.
9:41 AM
I checked the tracker. You have 47 clients missing docs. Specifically for Okafor: W-2 received, but the rental income statement and mortgage interest form are still outstanding. Shall I email him now?
9:41 AM
Yes, please email Okafor. Also, I just got off the phone with Linda Park—she bought a rental property. Let me send you a voice note with the details.
9:42 AM
Got it. I'll wait for the voice note to update her file. Once I get it, I'll add the new asset to her depreciation schedule draft.
9:42 AM
[Voice Message] Linda Park—new rental property at 892 Elm purchased August 2025, $4,200 home office claim, wants depreciation schedule, needs Schedule E added.
9:43 AM
Processed. Linda's sheet is updated with the 892 Elm property and $4,200 expense. I've flagged 'Schedule E' for preparation. I also see her Q3 estimated payment is due soon; want me to remind her?
9:43 AM
Get Started Today

Stop doing this manually.
Let Christine handle it.

Christine is your AI secretary, available 24/7 via iMessage. One flat rate — no per-action fees, no learning curve.

Try Christine for $49/mo

7-day money-back guarantee. No credit card to start.

Works via iMessage3-minute setupCancel any timeReal humans in support