The document chase
Every return waits on a client who has not sent the thing. Staff burn hours emailing "just following up on the 1099" while deadlines stack.
Karbon and Canopy run firm workflow well. What firms keep asking for is the client-facing layer: collection that chases itself and a portal clients actually use.
What I build for firms
Secure by default: encrypted storage, your accounts, access you control.
- Client portals for document upload that confirm, remind, and track completeness
- Automated document chasing that escalates politely until the file arrives
- Deadline dashboards across every client and every filing type
- Engagement and onboarding flows: letter, checklist, kickoff, all automatic
- AI email triage that drafts the routine replies for review
Priced like a line item, not a project
$4,000 a month, published here because you of all people appreciate a real number. First working tool in 14 days. Month one refundable. Cancel after busy season if you want; everything keeps working because you own it.
The offer, in one paragraph
I work as the AI systems builder on your team: $4,000 a month, published price, no contract. Your first working software lands inside 14 days of an approved plain-English plan, and month one is refundable if you are not happy. You own the code, the data, and the accounts from day one. The full offer, guarantees included, is at offer.busqueneil.com, and the pricing logic is unpacked in what custom software costs in 2026.
Common questions
Is client data safe?
Everything runs in accounts your firm owns, encrypted, with access you can revoke. I collect the minimum and I will walk you through exactly where every document lives.
Can it connect to our tax software?
The workflow layer connects where APIs exist and works alongside where they do not. The document chase, deadlines, and portal do not need to touch your tax software at all.
What does it cost?
$4,000 a month, flat. If you only need it built once and then want to leave, that is allowed. You keep everything.