Other platforms process the documents received. ReturnReady makes sure the CPA receives everything needed. Guided intake, a personalized document checklist for every client, and a readiness score you can trust before a return is ever touched.
ReturnReady does not prepare or file tax returns and does not provide tax advice.
Jordan Ellis · 2025
Waiting on client · fictional illustration
Coinbase transaction history missing
Rental income records still missing
Home-sale closing statement unclear
100%
Questionnaire
18 / 24
Documents
2
Open requests
A recorded pass through the demo firm: the readiness dashboard, a ready client, a client with blockers, missing and unreadable documents, follow-up requests, the readiness report and CPA approval. Fictional clients and data.
Guided demo tour · 10 steps · about 50 seconds
ReturnReady in a nutshell — everything the CPA needs, gathered before preparation begins.
A plain-language questionnaire turns every answer into the exact documents that client owes you — nothing generic, nothing forgotten.
One number tells you whether an engagement is workable, and the app spells out precisely what is holding it back.
Hand your preparer a clean summary: accepted documents, missing items, clarifications and unresolved answers.
Every firm is isolated, every file is private, and clients only ever see their own engagement.