ReturnReady collects client information and documents, identifies missing items and inconsistencies, organizes uploads, sends clear follow-ups, and gives CPA firms a defensible readiness decision before preparation begins.
Other portals collect documents. ReturnReady verifies readiness.
From incomplete intake to preparation-ready·Less chasing. Less sorting. Faster readiness·Smart automation with CPA control
ReturnReady works alongside your existing tax preparation and practice-management software. It does not calculate taxes, prepare returns, file returns or replace professional judgment.
Jordan Ellis · 2025
Waiting on client · fictional illustration
Coinbase transaction history missing
Cost-basis detail still missing
Dividend statement needs replacement
100%
Questionnaire
18 / 24
Documents
2
Open requests
Know what was received, what needs attention, and what is still missing.
One workflow from the invitation to the recorded readiness decision. Every step appears in the client's activity history.
Invite and collect
Invite the client, then a plain-English questionnaire builds their personalized document checklist.
Upload and SmartSort
The client uploads whatever they have. SmartSort identifies, names and categorizes each file.
Identify missing items
Confirmed documents tie to checklist items, so what is still missing is always visible.
Follow up and resolve
ReturnReady drafts the request and schedules reminders; duplicates and unclear files go to review.
Approve as ready
Readiness moves only on real completion, and a firm user records the final approval.
Watch ReturnReady collect client information, organize incoming documents, identify what is missing, and give the CPA a clear readiness decision.
Recorded from the live demo firm. All clients, documents and figures are fictional.
93-second narrated product demonstration · play, pause, restart, volume, fullscreen and caption controls appear once you press play · captions are available from the CC control
Clients rarely upload perfectly named and organized files. SmartSort identifies each document, suggests the correct client, tax year, and category, detects possible problems, and connects confirmed files to the client's readiness checklist.
Upload everything. SmartSort organizes it for you.
64-second narrated feature demonstration · fictional client documents · anything uncertain waits for CPA review instead of being silently guessed
| Ordinary document storage | ReturnReady SmartSort |
|---|---|
| Stores an uploaded file | Identifies what the file appears to be |
| Preserves an unclear filename | Suggests a consistent filename |
| Requires the user to select a folder | Suggests the client, tax year and category |
| May allow duplicates | Detects possible duplicates and revised versions |
| Does not know what is missing | Connects documents to readiness requirements |
| Requires manual checklist updates | Updates readiness after firm confirmation |
| Leaves follow-up to the firm | Suggests the appropriate client request |
| Organizes files | Moves the client file toward preparation-ready |
Identification is rule-based today and runs server-side; scanned or photographed pages are reported as “Unable to classify” rather than guessed at. SmartSort does not prepare, review or file tax returns. How this works in detail.
Nothing is approved by automation. “Approve as ready” stays disabled — and lists the exact reasons — until the questionnaire is complete, required documents are accepted or explicitly waived, replacements and inconsistencies are resolved, required follow-ups are closed, and SmartSort review items are cleared.
A plain-English questionnaire covering the whole tax year.
Answers decide which documents are actually requested.
Private storage, per-request authorized access, no public links.
Identifies, names, categorizes and checks each incoming document.
Expected documents that never arrived, listed per client.
Answers and documents that disagree are surfaced, not silently kept.
Firm cadence, quiet hours, attempt limits, escalation, auto-stop.
Specific requests with a due date, sent only once your firm approves.
Every uncertain item waits for a firm decision.
Questionnaire, required documents and open review items, weighted.
Approval is blocked — with reasons — until conditions are met.
Received, waived, missing and who approved, as an intake record.
Every recorded action with the person and timestamp.
Only what is actually in place — and we say plainly what is still being built.
Every request runs over HTTPS. Documents and records are encrypted at rest by our hosting and database providers.
Firm separation is enforced by row-level database policies on every read and write, not just hidden in the interface.
Firm administrators, firm staff and clients each get a different surface. A client only ever reaches their own engagement.
Uploads live in private storage with no public file links. Each download is authorized per request and expires.
Invitations, uploads, document opens and downloads, classification changes, status changes, requests, reminders and approvals are recorded with who acted and when.
A firm can require authenticator-app sign-in for staff, review active devices, and sessions expire after inactivity.
Join the pilot and we will set up your firm, walk through the workflow, and be explicit about what is and is not in place yet.