Workflow
Tax workflow software for CPA firms: the front half, done right.
Paloma is tax workflow software for CPA firms that runs the season from first document request to return-ready file. Not another practice management suite: the collection-to-workpaper pipeline, automated end to end.
Tax season stalls in the handoffs.
Status lives in heads
Who's waiting on what? The answer is in three inboxes and a spreadsheet that was accurate last Tuesday.
Four tools, no pipeline
Organizer in one system, uploads in another, files on a drive, workpapers in Excel - and staff re-entering between all of them.
The February cliff
Everything arrives at once because nothing was chased in January. The bottleneck was never prep - it was the front of the season.
One pipeline, start to finish
Intake, collection, parsing, workpapers: connected.
Intake that builds the plan
Smart questionnaires turn each client's answers into their document checklist - the workflow starts automatically.
Collection that runs alone
One link per client, automatic follow-ups, AI checks on every upload. Documents arrive without staff chasing them.
Files organized automatically
Every upload is categorized, renamed, and parsed on arrival - the folder is always review-ready, never a shoebox.
Status at a glance
Waiting on client, in progress, review, complete - per client and per document, without anyone compiling it.
Engagement letters built in
Send and e-sign engagement letters inside the same flow, so the season starts in the system it will run in.
A clean handoff
The pipeline ends with a prep-ready workpaper for whatever tax software you run - Paloma owns the front half, and the finished return goes out for signature at the end.
Walk the pipeline: intake → collection → AI parsing → workpapers.
Common Questions
Book time with Abby
15 minutes. See the whole front half of a tax season run - intake to workpaper - on one screen.
Pick a timePrefer to write first? Contact us about Delivery.