For tax & accounting firms
Checklists and portals help collect what clients send. ValidFlo starts with the records you already have, finds what is still missing, and puts the evidence in a prepared file before a preparer begins. Your team reviews every decision.
ValidFlo
Use the prior return and related records to shape onboarding. Surface a specific missing document or unanswered question. The prepared file links the facts back to source records; the Data Room keeps those records organized.
Pilot product. Confirm available imports and connections with us before sharing client information.
Soraban Collect
Soraban describes structured document requests, outstanding-item tracking, automated reminders, and sorting, naming, and filing incoming documents.
See Soraban’s product description ↗TaxDome
TaxDome describes organizers with a questionnaire, conditional questions, document checklists, and client uploads inside its broader firm platform.
See TaxDome’s organizer guide ↗ValidFlo is meant to fit before preparation and review. It does not replace your tax software, practice management system, or professional judgment. If your current intake already collects files, you can begin with those records and focus on the gaps.
Book A DemoCompetitor descriptions summarize their own public product pages linked above. Features and availability can change; confirm current details with each vendor.
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