DOCUMENT COLLECTION DRAG
You send the checklist once. Getting the actual W-2s, 1099s, and receipts back means texting, emailing, and calling the same client three or four times before the file is complete.
For Accounting Firms
Busy season shouldn't mean losing track of who owes what.
A client says they'll send their documents 'this week.' Three follow-ups later, you're still missing the K-1.
Every hour spent chasing paperwork is an hour not spent on the return.
See what it costs →Why it matters
Here's where it actually shows up.
ENGAGEMENT LETTERS THAT SIT UNSIGNED
A new client agrees to sign on, then the engagement letter sits in their inbox for two weeks while their return sits at the bottom of the queue.
PROSPECT CALLS DURING CRUNCH TIME
A referral calls in March asking about a new engagement. Nobody's free to pick up, and the message doesn't reach anyone until after the deadline rush eases.
FOLLOW-UP THAT DEPENDS ON MEMORY
Whether a client gets chased for a missing document depends on which preparer remembers to flag it — there's no automatic reminder attached to the file.
How it works
Four jobs Momentum does while you're doing yours.
Sends the document checklist automatically
Every new engagement gets its intake checklist and secure upload link the moment it's confirmed — no one has to remember to send it.
Chases missing documents on a schedule
If a client hasn't uploaded what's outstanding, a reminder goes out automatically instead of waiting for someone to notice the file is incomplete.
Tracks engagement letters to signature
Unsigned letters get a follow-up nudge, so a return doesn't sit unstarted because the paperwork never got signed.
Catches the calls that come in during crunch time
A prospect or client who calls when the office is buried gets a fast text back instead of silence until after the deadline.
How it runs
Step by step, what actually happens.
A look at how a document request, a signature, and a missed call all move without anyone chasing them by hand.
- 1DOCUMENT CHECKLIST
Automatic intake checklist
Sent the moment an engagement is confirmed, with a secure upload link attached.
- 2OUTSTANDING ITEMS
Missing-document reminders
Clients get chased automatically for whatever's still outstanding on their file.
- 3SIGNATURE STATUS
Engagement letter tracking
See which letters are signed, which are pending, and who needs a nudge.
Explore the details
The specific problems this fixes.
Admin overload
The unbillable coordination work — chasing documents, chasing signatures, rescheduling — and which parts of it can run without a person.
Read more →Slow invoicing
Why the invoice goes out weeks after the work closes, and how to shorten the gap between finishing and getting paid.
Read more →RUNS ON YOUR PLAN
Speed-to-Lead System
Instant first response and structured follow-up for every new lead.
From $197 CAD per month
Included in every Momentum plan.
No contractMonth to month
Optional: we build it for you — White-Glove Setup, $997 CAD one-time.
Instant first responseAutomated follow-up sequenceLead pipelineHuman handoff flags
Setup on your existing formsWorks with your calendarCancel anytimeSupport from a real team
Get Started30-day money-back guarantee*.