Connect Your Tools
Link your email, calendar, document management, and practice management software.
Tracking filing deadlines across hundreds of clients requires constant vigilance
Client document collection (W-2s, 1099s, receipts) involves endless follow-up emails
Client communications during busy season are delayed, hurting satisfaction
Document organization across engagements is inconsistent and time-consuming
Advisory work gets deprioritized because compliance work takes all available time
Every filing deadline tracked with escalating reminders — federal, state, and local across all your clients.
Automated reminders to clients for missing documents — W-2s, 1099s, receipts — with status tracking for each.
Professional status updates, engagement letters, and follow-ups drafted and sent on schedule.
All documents, emails, and notes automatically organized by client and engagement type.
Getting Started
Link your email, calendar, document management, and practice management software.
Define client engagements, filing deadlines, and communication preferences.
Rahi manages the process work while you provide the expertise and advice clients value most.

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Power your workflows with 1,500+ app integrations. Connect your email, calendar, CRM, and more — no code required.
See how Rahi helps with related roles, industries, and workflows
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