Client documents in, before the season.
Tax Season Ready. For independent CPA firms whose individual clients are executives, business owners, real estate investors and people with K-1s.
Every season your team chases organizers, 1099s, K-1s and signed engagement letters, client by client. I run that chase for you, in your firm's name, with wording you approve, and send you a weekly list of who is still missing what. No SSNs, and nothing touches your tax software or the IRS.
What the chase costs you
25 clients, chased up to 3 times, at roughly 10 minutes to write, send and log each chase, is 12.5 hours before anyone reads a reply. The bigger cost is every organizer that arrives in April instead of January: an extension, a crammed week and a client who wonders why. Your real figure depends on your clients, which is what the readiness report shows.
A two week trial in January on up to 25 clients, run in your firm's name with wording you approve. No SSNs, no logins to your tax software, no subscription. You keep the tracker and the report whether or not you continue.
From your reply to a running chase
Typical timing. Each step waits for you, so it can be slower, never faster than your approvals.
The 2027 season
What you see during the trial
| Client | Type | Status | Still missing | Chases |
|---|---|---|---|---|
| A. Patel | Executive, rental owner | Partial | Rental income Unit B; gift receipts | 2 |
| J. Morgan | Business owner, S corp | Complete | Nothing | 1 |
| R. Osei | Physician | No response | Organizer and engagement letter | 3 |
| L. Brennan | Real estate investor | Partial | Estimated payment confirmation | 2 |
| S. Khan | Executive, RSUs | Complete | Nothing | 1 |
| T. Nowak | Partner in 3 LLCs | Partial | Organizer; prior year state notice | 2 |
| E. Hughes | Attorney | Complete | Nothing | 1 |
| P. Grant | Consultant | No response | Organizer, estimated payment proof | 3 |
A. Patel · executive, rental owner
- Signed engagement letter
- 2026 organizer
- Rental income and expenses, Unit B
- Confirmation of 15 Jan estimated payment
- Charitable gift receipts over $250
Hi {first name},
We are getting ready for the 2026 filing season. To finish your return without an extension we need a few things from you.
For you that means: {missing items}. Upload them here: {your portal link}. If anything is unclear, reply and {partner} will pick it up.
Thanks for what you have sent so far. Two items are still outstanding: {remaining items}. Getting them in now means no rush in April.
A last reminder on your 2026 documents. {partner} will call you this week if we still have gaps, so your return is not held up.
| Complete document sets | 5 of 12 |
| Partial, gaps named | 4 |
| No response after 2 chases | 3 |
| Client questions passed to you | 2 |
| Call these first | R. Osei, P. Grant |
Every name, firm and figure above is invented to show the service. No real client data is used.
How the trial works
Order and data agreement
A one page order and a written data processing agreement are signed before any client details move.
You choose the clients and approve the wording
You pick up to 25 individual clients and send a simple list of names, emails and what is missing. You edit and approve every message before the first send.
I run the chase for 14 days
Three emails per client, sent in your practice's name. Replies and uploads are logged. Any tax question from a client comes to you unanswered.
You get the readiness report
Who is complete, who is partial and what is missing, compared with your own last season. Then you decide whether to continue.
Included
- Up to 25 clients
- 3 chase emails per client
- A missing documents list per client
- Live tracker
- 2 weekly partner notes
- End of trial readiness report and a 20 minute review call
Not included
- Return preparation
- Any IRS or state filing
- Tax advice of any kind
- Calls to your clients
- Logins to your tax software
- Payments
Two week trial: $750 Fixed fee for up to 25 clients, invoiced on signature. No automatic renewal. Ongoing pricing is agreed after the trial.
Your clients' data
- Signed first. Written data processing terms are signed before any client details move. Your firm stays in control of its client data.
- Only what is needed. Client names, email addresses and the list of missing documents. No SSNs, no tax software logins, no bank access.
- Uploads stay with you. Clients upload to your own portal where you have one.
- Deleted at the end. Client data is deleted or returned within 14 days of the trial ending.
What I will not claim
- No promised savings. I measure your starting point first and report what changed.
- No case studies yet. This service is new. The trial is how we both find out if it works for your practice.
- No lock-in. No subscription. The trial ends after 14 days unless you choose to continue.
Read first
CPA client document checklist for the 2027 tax season
Who is behind it
Arnold Oshenye, founder of Oshy Labs Ltd. Twelve years as a data and analytics specialist at HSBC, Deutsche Bank, UBS, J.P. Morgan, H&M Group and Swedbank, and the solo builder of the OshyLabs products. Based between London and Stockholm.
Next step. Reply to the email that brought you here, or write to arnold.oshenye@oshylabs.eu. A short call is enough to see if it fits.
Ask about a trial