Stop chasing documents. Start serving clients.

Automated document collection with smart reminders, organized by client, tracked by deadline. Your dashboard shows who's ready and who needs attention.

40–70%

of team time spent collecting data, not analyzing it

THE PROBLEM

Workflow management across recurring deadlines.

300,000 accountants have left the profession since 2020. Tax teams spend 40–70% of their time collecting and processing data, not analyzing it. With monthly bookkeeping, quarterly filings, and annual tax returns across dozens of clients, one missed task creates compliance nightmares.

THE SOLUTION

Client Data Autopilot + Firm Dashboard

Automated, recurring client data requests with smart reminders that escalate. Documents upload to the right folder automatically. Workflows advance when documents arrive. The firm owner sees every client's status across all service lines.

•Professional firm website with service descriptions and team bios

•Client portal (secure login for document upload and message exchange)

•Client document request system (automated emails with upload links)

•Smart reminder escalation (email → text → call alert when overdue)

•Client status dashboard (document collection % complete per client)

•Task list per client with recurring deadlines

•Secure document storage organized by client and year

•New client inquiry form with automated response

Starting at

$3,500 – $25,000 setup + $175 – $1,250/mo

THE COMPARISON

How we compare

Karbon charges $59–79/user and still doesn't include document management. Canopy's modular pricing sneaks up to $1,085/month for a 10-person firm. We build the client-facing layer that reduces the 40–70% of time spent chasing documents.

Solution

Price

Limitation

Karbon

~$59–$79/user/mo

No document management. No e-signatures. No custom fields. Steep learning curve.

TaxDome

~$50–$100/user/mo

Tries to be everything. Breadth means depth suffers. SMS costs $0.04/message extra.

Canopy

$40–$50+/user/mo (modular)

Modular pricing is deceptive. A 10-user firm easily hits $1,085/month.

Jetpack Workflow

~$36–$49/user/mo

Simple workflow tracking only. No portal, no document management.

Ignition

~$69–$99/mo

Proposals and engagement letters only. Not a practice management system.

★Banana Blueprint

$175 – $1,250/mo

Full system. No limitations.

Karbon

~$59–$79/user/mo

No document management. No e-signatures. No custom fields. Steep learning curve.

TaxDome

~$50–$100/user/mo

Tries to be everything. Breadth means depth suffers. SMS costs $0.04/message extra.

Canopy

$40–$50+/user/mo (modular)

Modular pricing is deceptive. A 10-user firm easily hits $1,085/month.

Jetpack Workflow

~$36–$49/user/mo

Simple workflow tracking only. No portal, no document management.

Ignition

~$69–$99/mo

Proposals and engagement letters only. Not a practice management system.

Medium

Encrypted client-firm messaging within the portal

Setup

$249

Monthly

+$15/mo

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Stop chasing documents. Start serving clients.

Your team spends 40–70% of their time collecting and organizing data. Not analyzing it. Not advising on it. Collecting it. We build the system that does the chasing for you. Automated document requests go out on schedule. Smart reminders escalate when clients don't respond. Documents upload directly into the right client folder. Your dashboard shows exactly which clients are ready and which ones need attention.

Or email us: bbteam@bananablueprint.com