AI 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.
Works with the tools your firm already uses
- Google Drive
- Gmail
- SharePoint
- Outlook
- QuickBooks
Give your firm a bigger bookwithout a bigger team.
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.
- 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. Every figure links to the page it came from, and you can tick, highlight and add notes right on the document.
How a return moves
From upload to delivery
01
Documents requested
Each client gets a checklist, and reminders go out until it's done.
02
Documents uploaded
Clients upload from one link on their phone.
03
Parsed and organized
Every file is converted, sorted and read.
04
Workpaper generated
A review-ready workpaper, every figure linked to its page.
05
Delivered back
The finished return goes to the client for signature.
Intake forms
Build your firm's intake forms, or describe one and let the assistant draft it. Each answer adds the right documents to the client's checklist, and returning clients get a short "what changed" form instead.
Document checklists
Every client gets a checklist built from their own answers and last year's return, in plain language, with live status as files arrive.
Automated reminders
Reminders go out on your schedule and in your firm's voice, and stop once the document arrives. Quarterly estimate reminders go out before every IRS due date.
Uploads without a login
Clients send documents from one link on their phone, with no password or app to download. Files are encrypted in transit and at rest.
Organized client folders
One folder per client per year. Every file is converted to PDF, sorted by type and renamed, and multi-form uploads are split into separate documents.
Deadline tracking
Every folder carries a due date and a status, and the folders list shows what is overdue at a glance.
Engagement letters
Send your firm's engagement letter for e-signature on any device, with a second signer for joint returns.
Return delivery
Deliver finished returns securely, collect signatures on authorization forms, and see when each one is sent, viewed and signed.
Ask Paloma
An AI assistant that finds clients, folders and documents and explains how to do things in Paloma, using only what you are allowed to see.
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.Never used to train AI
Your clients' data is never used to train AI models, by Paloma or by the AI providers Paloma uses.
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.
Common Questions
What firms ask before they switch.
Get started
See Paloma run your tax season.
Tell us about your firm and we'll show you how Paloma runs the front of your tax season.
Book a time
15 minutes. See how Paloma handles your intake, collection, and workpaper workflow from start to finish.
Pick a timeRather skip the call? Create your firm account