Stop chasing clients for tax documents.Give clients an agent that finds the documents.
Your firm sends the usual request. The client approves where Jupid may look — email, folders, connected accounts. Jupid finds and organizes the documents, the client reviews, and a complete packet arrives where your firm already works.
Less guessing for the client. Fewer follow-ups for your team.
The request isn't the problem. The search is.
Clients don't ignore document requests out of carelessness. They stall because finding the right file is work they don't know how to do.
The request is homework
“2025 statements for the account ending 4821” is clear to your team — and a scavenger hunt for the client.
Portals wait
A portal is a nicer inbox. It still expects the client to log in somewhere else, find the right files, and upload them.
Reminders repeat the ask
Automated nudges ask again, politely. None of them do the searching.
Reminders still make the client do the search. Jupid helps the client find the document in the first place.
One request, start to finish.
The example here: a firm needs Stripe income support for tax year 2025.
Send the request
1099-K, payout reports, and merchant fees — the same ask your team sends today, from email or your portal.
Approves where Jupid may look
Gmail, Downloads, the Stripe account, a bank portal. Each source is a separate yes — nothing is searched without it.
Finds and organizes the packet
It separates tax forms from CSV exports, checks the year and the account, and flags what's genuinely missing.
Receives a complete packet
The client previews and approves. Files arrive named and sorted in your firm's secure destination.
Documents live in messy places. Jupid searches the approved ones.
Connected accounts
Stripe, Shopify, Gusto, payroll, banking, storage.
Browser, with the client
Opens portals and guides downloads while the client controls the session.
Local folders
Downloads, Documents, tax folders, and synced drives the client approves.
Organized by request. Delivered to the destination you already use.
Jupid is not another portal — it feeds the one you have.
The asks your team sends every season.
Four requests Jupid is built around — and what usually makes them stall.
Bank portal, Downloads, a folder named “Statements”
Finds all twelve months, flags the two that are missing, excludes the wrong account.
Brokerage portals, email notifications, last year's tax folder
Uses prior-year accounts as hints and watches for corrected versions.
An HSA provider portal the client forgot exists
Knows HSAs have their own tax forms — and that a W-2 isn't enough.
Gusto, ADP, or Paychex behind a login
Opens the provider with the client's approval and flags what's not there.
Help, not surveillance.
The agent only works if your client is comfortable saying yes. So the client stays in charge at every step.
A link from your firm, in the email the client already got. No portal account, no new password.
Per-source switches, off by default, revocable anytime. No blind scanning.
The client sees the packet, removes anything personal, and approves delivery.
When something is unclear, Jupid asks one narrow question instead of widening the search.
What Jupid sees, what your firm gets.
The questions firms ask first.
Will my clients actually use it?
It asks less of them than today's process. There's no portal account or password to remember — the client opens your request, approves the sources they're comfortable with, and reviews what was found. The pilot exists so you can watch one real client try it.
What does my client have to set up?
The request itself walks the client through connecting the sources they choose — email, folders, connected accounts — through standard approvals. Your team doesn't become IT support.
What does Jupid see, and what reaches our firm?
Jupid searches only the sources the client approved, and sensitive fields can be masked or tokenized before task context is created. Every request, approval, and delivery is logged. The only thing that reaches your firm is the packet the client approved.
Is this a public AI tool? Does it train on the data?
No. Documents aren't uploaded to public AI tools, and nothing is used to train models — ours or anyone's. Jupid is SOC 2 Type II certified, and every step is available for firm review.
Does it replace TaxDome, Canopy, or SharePoint?
No. Those stay the destination. Jupid's job ends where your document workflow begins — with complete, correctly named files arriving in it.
How do we try it?
Pick one document request your clients keep failing to send. On a 30-minute call we set it up, one real client tries it, and you see what comes back.
Start with one 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.
30 minutes · you pick the document and the client