There's clients who haven't sent you their documents. You know exactly who they are. You were about to write the email. Don't. GatherDoc sends it - automatically.
It's “What does NOT having it cost you?”
You've already done the math. An hour of your time is worth over $300. GatherDoc costs as little as less than eight hours of your time - per year. The question isn't whether it pays. The question is why you haven't started yet.
Time valued at $300/hr solo · $330/hr practice · $390/hr firm · $450/hr growth
Firms charging $1,100+ per return pay $6.69 per return, per year for GatherDoc to do the chasing. Less than the cost of a stamp on a paper reminder. Less than one minute of staff time.
30-Day Happiness Guarantee
Not saving you time within 30 days? Email us for a full refund - no questions asked, no hoops to jump through. Annual or monthly. We're confident enough in the math above to back it completely.
Click connect. GatherDoc sees every client sitting in "Waiting for Docs" in your portal. They're all in the queue before you finish your coffee.
On Day 1, an email and text goes out. Day 3, another follow-up email and text. Still haven't got docs yet? The follow-up cycle continues until you get them.
37 clients in queue. 23 above 50%. 6 ready to file. The dashboard tells you exactly what's happening without a single phone call or status email.
Docs in, return out, invoice paid. That's the whole job. GatherDoc handles the part before that - the part that doesn't require your CPA license.
Boomer partners are selling and retiring at record rates. Their clients - some paying $2,000-5,000 per return - are looking for a new home. They go to whoever can handle the volume without the chaos. That requires systems.
There are firms doing prep work for $30 an hour. They're not taking your clients yet. But "I work really hard" isn't a moat. Automation is. That's what GatherDoc buys you - differentiation that scales.
The average CPA spends 4+ hours a week on document follow-up during tax season. That's 69 hours - nearly two full work weeks - doing work a $197/month tool eliminates entirely. Every year you wait, you pay it again.
You're using $350-an-hour brain cells to send $12-an-hour reminder emails. That's the trade you're making every tax season. GatherDoc ends it every month for less than two of your billable hours.
Solo, 1 person
$2,364 billed annually
“You're spending 96 hours a season - two and a half full work weeks - chasing documents instead of doing what you're great at. GatherDoc gives you those weeks back for less than 1% of your revenue.”
2–4 people
$4,764 billed annually
“Your team burns 224 hours on follow-ups every season. That's 12–20 returns you're turning away. GatherDoc costs six-tenths of a percent of your revenue and pays for itself before February.”
5–10 people
$8,364 billed annually
“At your size, document chasing is a six-figure problem. You're spending $156,000 worth of staff time on work that software should be doing. GatherDoc solves it for $8,364 a year.”
10–20 people
$11,964 billed annually
“You're losing $360,000 in staff productivity to follow-up work every season. GatherDoc costs $11,964. That's a 30x return. Your worst-performing investment does better than not buying this.”
Over 2,500 returns? Contact us for a custom plan.
30-Day Happiness Guarantee
Try GatherDoc for 30 days. If it's not saving you time, email us and we'll refund every cent - no questions asked. Annual or monthly. We'd rather lose the revenue than keep a customer who isn't thrilled.
Right now, the CPA across town is sending the same “did you send your documents” email you're about to send. The difference between you and the firms billing 30% more this season is not their clients, their location, or their credentials. It's that they stopped doing $12-an-hour work with $350-an-hour people. GatherDoc is the switch. It costs less than two of your billable hours per month and it runs whether you're in the office or not.
Start Automating Today30-day happiness guarantee· Not happy? Full refund, no questions asked.
Section 7216 Compliant · TCPA + CAN-SPAM Ready · Full Chase History