Replace email chasing with portal status
Accounting firms need to know what each client has uploaded, what is still missing, which documents are unreadable, and which extracted fields need review before work moves into tax or bookkeeping systems.
Client upload checklist
Track required W-2s, 1099s, K-1s, tax forms, bank statements, invoices, and receipts.
Extraction and normalization
Extract payer, recipient, amounts, dates, employer details, transactions, and source evidence.
Review status
Route unclear fields, missing pages, and mismatches to staff before data reaches tax prep tools.
Document collection agent for accounting firms
Cogneris can compare each client checklist against uploaded files, send specific missing-document reminders, validate extracted values, and preserve an audit trail for every upload, correction, and export.