Tax practice intake automation
Peak season was being wasted on document chasing.
26 hours per week returned to the prep team.
Read the case studyDocument intake automation for teams still chasing files.
Red6 redesigns document intake workflows so teams can collect, classify, check, and route files with less manual follow-up.
Where This Breaks
When intake lives across inboxes, portals, shared drives, and spreadsheets, the real work starts late. Red6 rebuilds the intake flow first, then automates classification, missing-document flags, routing, and prep-ready queues.
- Documents arrive through too many channels
- Missing files are discovered late
- Staff spend hours naming, checking, and chasing files
- Senior reviewers get pulled into low-value follow-up
What Red6 Builds Toward
- Cleaner intake queue
- Earlier missing-item visibility
- Less manual status checking
- More prep-ready work for reviewers
We do not start by buying another tool. We map the real workflow, simplify the handoffs, then automate the repeatable work around human review.
Related proof
Red6 rebuilt a tax practice’s intake workflow and gave the prep team back 26 hours per week.