$39/month flat rate.
Ready to implement? Book a personalized demo to see it work with your actual client data
Join hundreds of CPA firms that have eliminated their tax season document collection stress
“Vulcan Flows transformed our tax season. We used to spend 6 hours chasing documents per return, now it's under 2 hours. No more calling clients for missing W-2s.”
“Finally, a solution built for CPAs. No more extension stress from missing receipts. Our preparers can focus on tax returns instead of document collection calls.”
“Setup took 10 minutes before busy season. Within a week, our organizer response rate doubled. Best $39/month investment for our tax practice.”
Skip the generic demo. We'll show you exactly how Vulcan Flows will transform your firm's document collection process using your real client scenarios.
See exact time & cost savings for your firm size and client mix
Personalized setup plan based on your current workflows
Implementation guidance to go live before busy season
✅ Free consultation • ✅ No sales pressure • ✅ Immediate insights
Most firms see 3-5x ROI in their first tax season
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Three simple steps to eliminate busy season document collection chaos
Send personalized tax organizers and document requests to clients automatically. Smart templates adapt based on individual vs. business returns and services needed.
Automated follow-up system tracks what tax documents clients have submitted and sends friendly reminders for missing forms, receipts, and supporting docs.
Once documents are received, organize and route them automatically to your tax preparers for immediate return processing.
See the dramatic difference automation makes
| Aspect | Manual Process | Vulcan Flows | Improvement |
|---|---|---|---|
| Tax Season Setup | 2-3 weeks | 10 minutes | 99% faster |
| Cost per CPA Firm | $50-100/staff member | $39 flat rate | 90% cheaper |
| Client Follow-ups | 40+ hours per season | 15 hours per season | 60% less time |
| Document Collection | Multiple calls/emails | One organizer link | Single touch |
Seamlessly integrates with your current workflow—no need to change how you prepare taxes
Sync client data and financial documents
Seamless data flow and client management
Direct document import for tax preparation
Automated client file organization
Streamlined document workflow integration
Enhanced client data management
Works alongside your current tax prep process
Bank-level encryption meets CPA compliance standards
$39/month per firm vs. $50-100+ per user with competitors
Join 500+ CPA firms who eliminated document collection stress
Average Implementation: 1 Day
vs. 2-3 weeks with other solutions
One flat rate, unlimited clients. No hidden fees, no per-user charges, no surprises.
Flat rate for your entire firm • No per-user fees
Why accounting firms choose Vulcan Flows over the competition