Paloma for Accounting Firms
Document Intelligence
and Tax Prep.
Paloma is tax automation software that runs the front of your tax season. One link to your client, every document back to you.
One link to your client. Every document back to you. No portal resets, no app to download. Just a link, and your client is done.
Before Paloma
Missing docs.
Endless reminders.
Returns stuck in limbo.
Your team absorbs the chaos because that's what good firms do.
The root cause
Clients scatter documents across email, text, portal, and drop-off. Your team assembles the pile every year because there is no other way.
Waiting on documents: the single biggest thing holding returns up
Per week
Source: industry analysis, 2026
First deadline
Source: Journal of Accountancy
Works with
How it works
Intake, collection, and prep. All in one place.
Built for small and mid-size firms. Tax automation software only earns the name if clients actually finish. Automatic reminders, checks, and organization, from the first document request to a return ready file.
01
Automated Client Intake
One link to your client. Every document back to you. No portal resets, no app to download. Your client uploads from their phone. Automatic reminders continue until every document is in.
PalomaSecure Client PortalStep 3 of 7: Tax Organizer
A few quick questions
Sarah Chen · Individual · 2024
Did your employment situation change this year?
Did you receive any new 1099 income?
Did you buy or sell any real estate?
Documents
02
AI Document Parsing
Every W-2, 1099, and tax form is parsed automatically. Data extracted so your preparers open a ready file, not a pile of loose documents.
03
Workpaper Generation
Compiled workpapers, ready for review. More returns finished and signed, without extra hours or extra headcount.
Documents
End-to-end Integrations
Works inside the tools you already use.
Documents are pulled automatically from where they already live: Google Workspace, Microsoft 365, Gmail, Outlook, and QuickBooks. Everything backs up to your own drive. A prep ready workpaper goes to whatever tax software you run.
We don't replace your tax software. We run the front of your tax season, from the first document request to a return ready file, so your team only touches work that is ready to go.
Client Documents
Paloma
Parse, extract, organize
Prep ready workpaper
Security and Compliance
Built for the most sensitive data your clients have.
Tax data is among the most sensitive information your clients hand over. Paloma is built around that from the start, not bolted on after.
SOC 2 compliant.Encrypted at rest and in transit
Client documents are protected from upload to handoff.
Multi-factor authentication
Every account requires MFA. Access is never just a password.
Role-based access
Your team sees only what their role allows, with least privilege by default.
Your data, your control
Clear retention and deletion policies. Client data doesn't sit in third-party systems.
Common Questions
What firms ask before they switch.
Give your firm a bigger book
without a bigger team.
Tell us about your firm and we'll show you how Paloma runs the front of your tax season.
Book time with Abby
15 minutes. See how Paloma handles your intake, collection, and workpaper workflow from start to finish.
Pick a time