Checklist
Create a clear list of the documents you need to request from your client.
Our first product / EevoraDocs
A little less admin.
A clearer request.
Document requests take care and attention. EevoraDocs brings a repeatable workflow to small accounting and tax preparation businesses.
Let’s Talk About EevoraDocs01 / Document requestChecklist
A clearer starting point.
Prepare the documents you need to request.
- Income documents
- Business expense records
- Prior-year tax return
02 / Personalized draft
Your document checklist
Hello Alex,
To help us prepare for your appointment, please gather the documents on your checklist. Let us know if you have any questions.
Ready for your review
Illustrative example, not an application dashboard.
What it does today
One request.
Four thoughtful steps.
A focused workflow using a checklist, Google Sheets, and AI-assisted drafting—with you in control.
Tracking
Use Google Sheets to keep a record of document requests in one familiar place.
Email draft
AI prepares a personalized document-request email draft from the request details.
Human review
Review the email draft and make any changes before you choose to send it.
Looking ahead
A focused start.
Room to grow.
EevoraDocs is developing. These capabilities are planned and are not currently available. No release dates have been set.
Missing-document detection
PlannedAutomated follow-up reminders
PlannedDocument-status tracking
PlannedDedicated application dashboard
PlannedA good place to start
What’s taking up
too much of your day?
Let’s find out where a little intelligence could make a difference.