Every tax season, small firm owners lose more hours to "hey, did you send me your bank statements yet?" than to actually preparing returns.

I've talked to a handful of solo preparers and small bookkeeping shops about this, and the pattern is the same: it's not that they can't store files. It's that nobody on the team has a fast answer to "which clients are blocked, which are ready for review, and which work can start right now?" That answer usually lives in someone's head, a spreadsheet, or a string of email threads.

So we built TaxRabbit around a narrow idea: track the status of client evidence requests — not the documents themselves. No storing tax returns, bank statements, or IDs. Just: what was asked, when it's due, whether it's recurring, and where it stands. It deliberately doesn't do tax prep, filing, or calculations — there are great tools for that already. This is just the operational layer that's usually missing.

If you run a small tax or bookkeeping practice and this "who's blocking what" problem sounds familiar, worth a look.