What this agent can do for your business
- Extracts each document's dataIncluded
- Flags gaps and invalid formatsIncluded
- Answers your checklist and deadlinesWith your setup
- No tax adviceIncluded
- Answers from your own content: the knowledge base you loadWith your setup
- Cites the source of every answerIncluded
Receives the income and withholding certificate and deductible expenses report, extracts employer, tax ID, tax year,...
Tax Document Collection Assistant
Your clients hand in complete, organized tax documents, without your team chasing gaps.
Built for: Accounting and tax practices
From USD 399.00 / year
Annual access · updates and support during the term
What changes in your business
- Clients sending incomplete documents late
- Accountants losing time organizing files
Try Tax Document Collection Assistant
Talk to the agent the way a customer would. It uses demo data and changes no real system.
Hi 👋 I am Tax Document Collection Assistant. I use demo data.
Demo data. It does not change any real system.
From install to the first conversation
1Configure
Enable the plugin in your WordPress, pick your AI provider and load your business context.
2Converse
The agent answers on your website using your catalog and knowledge base.
3Hand off and log
When a case needs your team it hands it off to a person, and keeps the conversation when the visitor leaves contact details.
What it does and what it connects to
- Extracts each document's data
- Flags gaps and invalid formats
- Answers your checklist and deadlines
- No tax advice
What the agent can do
- Website chat
- Answers with sources
- Read invoices and documents
- Find documents
- Human handoff
- Answers from your knowledge base
- Check required documents
- Extract data from documents
Compatibility
- REST API
- Any website
- WooCommerce
- WordPress
What your purchase includes
- Delivery
- ZIP package for local WordPress installation.
Requirements
- WordPress 6+
- AI provider key (OpenRouter, OpenAI, Anthropic, Google or DeepSeek)
- Documents as text PDF, DOCX, TXT, MD or CSV (no OCR: scans and photos are not read)
Before you buy
Does it give tax advice?
No. It collects and checks documents; your accountant answers tax questions.
Which formats does it read?
Text PDF, DOCX, TXT, MD and CSV. No scans, photos or encrypted PDFs.
What do I need to configure?
The required documents and data (already configured in the product), your checklist and deadlines as the knowledge base and your AI key. Your storage or webhook is optional.
Does it ask for tax portal passwords?
Never.
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Tax Document Collection Assistant
Install the plugin, load your checklist and deadlines, connect your AI key and test by uploading an income certificate.
Full product description
Receives the income and withholding certificate and deductible expenses report, extracts employer, tax ID, tax year, income, withholdings and expenses, and tells the client what is missing or invalid. It answers your checklist and deadlines from your information. It never gives tax advice or asks for passwords. Reads text PDF, DOCX, TXT, MD and CSV; no scans.