Tax season's real bottleneck isn't the returns — it's chasing clients for missing documents. This does it for you, automatically.
Hi Maria! 👋 It's Able. Let's get your 2025 return started — here's exactly what we still need from you:
- ✓ 2024 tax return
- ⬜ W-2 (employer)
- ⬜ 1099-INT (bank interest)
- ⬜ Driver's license
📎 Tap to upload — a phone photo works fine
just sent my W-2 and license 📸
Got them ✓✓ You're at 3 of 4. Only your 1099-INT left.
2 days later · auto follow-up
Hi Maria 🙂 just the 1099-INT to go. Want me to email a reminder template you can forward to your bank?
Able · Document collection
What the front desk sees — this week
19Complete
7Waiting
~16hSaved
Maria Lopez · 3/4 docsnudged 2h ago
R. Okafor · 5/5 docsready to file
The Diaz LLC · 1/6 docsstuck — needs a call
41 reminders sent this week without anyone on your team lifting a finger. Numbers are illustrative.
Quotes don't wait for business hours. When the office is closed, this captures the lead and books it — instead of losing it to voicemail.
Saturday · 9:42 PM · office closed
Do you guys do commercial auto? Need a quote for 2 box trucks 🚚
We do! I can start that right now so an Able agent has it first thing Monday. Quick — what's the business name and best phone?
Sunrise Movers, 954-555-0142
Perfect, thanks. ✅ I've logged your request (2 box trucks, commercial auto) and booked you with an Able agent for Monday 10:00 AM. You'll get a confirmation text. Anything else tonight?
Able · After-hours capture
Leads that would've hit voicemail — this week
9Captured
6Booked
0Lost
Sunrise Movers · commercial autobooked Mon 10a
J. Pierre · homeowners quotebooked Tue 2p
Flood quote · Pompanoagent follow-up
Plugs into the WhatsApp line you already run on respond.io — same number, now it answers 24/7. Illustrative data.
COIs aren't hard — they're high-volume. ~15 minutes each, and 90% arrive by email. The assistant reads every request in the inbox, drafts the certificate, and you just approve.
📧 New email · "COI request — Sunrise Movers job"
Read the request from ABC Construction and pulled the details:
- ✓ Policy holder: Sunrise Movers
- ✓ Certificate holder: ABC Construction
- ✓ Additional insured · $1M General Liability
- ✓ Needed by: Friday
Approve & send ✅
Sent — replied to ABC Construction with the certificate attached, copy filed to Sunrise Movers. Your time on this: ~30 seconds.
Able · COI requests (mostly email)
This week
38Handled
15m→1mPer COI
~9hSaved
Inbox requests auto-drafted34 of 38
Needed a human edit4
Renewal reminders queued7
The assistant watches your COI inbox, drafts each certificate straight from the email, and you approve in one tap — instead of ~15 min of typing, every single time. Illustrative data.
As Able expands
Handle 3–5× the returns, quotes, and COIs without 3–5× the staff. The repetitive chasing runs itself — your people do the expert work that actually needs them.
Book a free 30-min discovery →