Book a 30-minute Pennix demo
Pennix receives client documents the way clients already send them, identifies and files what came in, and surfaces what is still missing — before your preparer opens the file. Book a demo and watch one client file go through it, step by step.
Client file
Mark · 2026 return
0 received · 0 missing
A client file, worked by the department.
Lilly drafted the request to Mark. Nothing is sent until you approve it.
Choose a day and a slot below. Your confirmation arrives by email with the Zoom link and a button to add it to your calendar.
Why a department, not a tool
Every tax firm has the same problem, and few call it by its name. Chasing a 1098. Finding the W-2 that came in by text while the brokerage statement came in by portal. Re-reviewing a file because three more pages arrived after you’d already looked.
Pennix didn’t bolt a chatbot onto that mess. It built a department: digital staff, each with one job, who work the file the way an intake team would.
Henderson.2026.1099-INT.First National.pdf client, year, form, issuer — the same for every file, every client.
Receive
Vera
Receiving clerk
Everything a client sends, through any channel, lands with Vera. She identifies it, files it under the right client and tax year, checks it against that client’s checklist, and reports what is missing. Not “you have new documents.” Specifically: this client is missing the mortgage interest statement.
Resolve
Piper
Organizer
Before the season starts, Piper builds each client’s organizer from last year’s return, so it asks only for what your firm does not already have. When this year’s documents arrive, 2025 sits beside 2026 — and what has not come in yet stands out.
Resolve
Lilly
Client communication
When Vera reports a gap, Lilly drafts the request. Nothing goes to a client until a person at your firm approves it. One tap. Your firm keeps the relationship; Lilly does the typing and the follow-up schedule.
Ready
Marco
Reviewer
The last stop before a preparer sees the file. Right client, right year, every page legible, checklist complete. Only then is the file marked prep-ready.
Oversight
Atlas
Runs the department
Atlas has read every file and watched every hand-off. Ask him anything about what is happening — which clients still owe a signature, what is blocking a file, where a figure came from. Always with a source.
One client file, five hand-offs. The only tap that is yours is the approval.
Piper
Builds the organizer from last year’s return.
Vera
Receives, renames, files. Flags what is missing.
Lilly
Drafts the request. You approve.
Marco
Reviews. Marks the file prep-ready.
Atlas
Oversees it all. Answers any question about the department.
Receive, Resolve, Ready — the sequence of a well-run intake desk, running on its own. You work with the department the way you work with staff: you message them.
What you’ll see in the demo
30-minute demo on Zoom, in your time zone. Already decided? Sign up at getpennix.ai/signup.