Stop chasing clients for tax documents.Give clients an agent that finds the documents.
Less guessing for the client. Fewer follow-ups for your team.
From one accounting request to a clean document packet.
Request
1099-K, payout reports, sales summary, and merchant fees for Stripe.
Client gives access
The client approves where Jupid can help: Gmail, Downloads, Stripe, and browser assist.
Jupid finds the packet
Jupid checks approved sources, separates tax forms from CSV exports, and flags what is still missing.
Secure delivery
The client previews the packet, then sends the approved files to the firm's secure destination.
Jupid works where the client's documents already are.
Connect systems, pull structured data, or search approved folders before anything is sent to the firm.
Integrations
Stripe, Shopify, Gusto, payroll, banking, storage.
Browser Automation
Open portals, guide downloads, and retrieve documents from the browser.
Local folders
Downloads, Documents, tax folders, and synced drives.
Private by default. Approved before anything moves.
Jupid is designed to prepare the evidence locally, strip out unrelated personal context, and send only the approved accounting packet through the firm's secure channel.
Local by default
Documents, OCR, and sorting run on the client computer before a packet is approved.
PII masked when possible
Names, account numbers, addresses, and unrelated personal details can be tokenized before task context is created.
Task-specific context
The model sees only what is needed for the request, not the client's whole machine or full history.
SOC 2 control environment
Access, logging, encryption, review, and delivery follow Jupid's security program.
Test one ignored request.
Pick one document your clients keep failing to send. See whether Jupid can guide them through it before your team has to ask again.
Test one request