Automated intake checklist that verifies required uploads and validates tax-year coverage (bank statements/invoices/etc.) with instant flags.

Problem / why it’s useful
We lose a lot of time on back-and-forth because clients upload incomplete information (e.g., invoices but missing bank statements), or upload documents outside the relevant tax year. This causes delays, repeated chasing, and increases the risk of errors or missed transactions.
Who benefits
Accountants/bookkeepers: fewer queries, faster job start, cleaner records first time
Clients: clearer guidance on what’s missing, quicker turnaround, less confusion
Managers: improved workflow efficiency and reduced rework