Stop Chasing Documents.
Start Filing Faster.

Dewx OPS Hub provides a structured document collection workflow for each client. You create a checklist of required documents (W-2s, 1099s, mortgage statements, etc.) and share a secure upload link. As clients submit documents, items check off automatically. Dew AI sends reminders for missing documents on your schedule, so you never have to chase clients manually for that last 1099.

Yes! Dewx gives you a deadline dashboard showing every client with their filing status, due dates, and extension deadlines. You can filter by status (not started, in progress, waiting on client, ready to file, filed) and see at a glance which clients need attention. Automatic alerts notify you when deadlines are approaching so nothing slips through during the rush.

Dew AI takes over the repetitive client communication that buries you during peak season. It sends document request reminders to clients who have not submitted required forms, provides filing status updates when clients ask where their return stands, follows up on unsigned engagement letters, and sends payment reminders for outstanding balances. You can also ask Dew to send bulk messages like document checklists to your entire client list.

Absolutely. Most tax practices lose touch with clients after April 15. Dewx GTM Hub helps you maintain year-round relationships with quarterly tax planning reminders, estimated payment due date notifications, mid-year check-ins for life changes that affect taxes, and year-end tax planning outreach. This keeps your practice top of mind and drives referrals.

Yes! Whether you focus on individual returns, small business tax preparation, or tax advisory and planning services, Dewx adapts to your workflow. The platform handles different service types, pricing structures, document requirements, and client communication needs. Solo preparers and multi-preparer firms both benefit from the centralized client management and automation.