
AI client intake and document collection for tax firms
Paloma helps small tax firms stop chasing client documents. Clients finish intake from one link on their phone, Paloma reads every W-2, 1099 and K-1 they upload, reminds them about anything missing, and builds a prep ready workpaper with each number linked to its source. Priced per firm, not per seat, from $65 a month for new firms.
Paloma is an AI-driven client intake and document collection tool designed for small tax firms, streamlining the process of gathering client documents. It automates the reading of tax forms and generates workpapers, with pricing starting at $65 per month for new firms.
Pace needs two or more snapshots. This launch has 1, so velocity and momentum read as unmeasured rather than zero.
A source that found nothing is a measurement. A source that has not run is a gap. Neither means the launch lacks the thing.