How Paloma Cuts Tax Season Prep Time in Half
A look at how modern accounting firms are using intelligent document management to do more with less.
By The Paloma Team
Every tax season tells the same story: stacks of documents, missed emails, and hours spent tracking down a single W-2. For accounting firms managing dozens or hundreds of clients, the manual overhead doesn't just slow things down—it compounds stress across the entire team.
Paloma was built to change that.
At its core, Paloma is an intelligent document hub. Clients upload their tax documents through a secure portal, and the platform automatically categorizes them using AI. W-2s, 1099s, K-1s, and investment statements are sorted and labeled without any staff intervention. When something is missing, automated reminders go out so your team never has to chase documents manually.
The result for early adopters has been striking. Firms report spending significantly less time on document collection and organization—time that gets redirected toward higher-value advisory work.
Beyond document management, Paloma streamlines the full engagement workflow. Engagement letters are generated, sent, and signed digitally. Checklists keep everyone aligned on what's been received and what's outstanding. And the client-facing portal gives clients a clear window into where their return stands.
For firm owners, the impact shows up on the bottom line: more capacity per preparer, faster turnaround times, and happier clients who feel informed throughout the process.
Tax season doesn't have to be a sprint-to-survive. With the right infrastructure, it becomes a process you can actually plan around.